The Position:
The Client Managers role at Mark Holt & Co is not just about the compliance work, instead it’s an opportunity to expand your knowledge and experience to build an exciting career tailored to you.
You will be involved in advising your client’s on their business affairs as well as helping them to achieve their own personal goals. You will be delivering a high-quality service whilst being responsible for managing the compliance portfolio and varied project work supported by a Director. This includes coaching, advising, and supporting team members in meeting client and self-development expectations.
If you think this could be you and our culture and DNA sounds just right, we want to hear from you.
Technical skills & responsibilities:
- Detailed working knowledge of all relevant auditing and accounting issues, including standards, guidelines, practice notes and relevant legislation
- Good working knowledge of all areas
- Strong experience across a range of computer applications and software
- Able to formulate reasoned views and recommendations, tempering technical knowledge with commercialism to address complex issues, seeking consultation where required
- Clear, concise written presentation
- Able to identify and resolve key issues from file reviews and discussions
- Develops and strengthens long-term relationships with clients
- Develops and is accountable for the compliance work plan and ensures assigned tasks and responsibilities are achieved
- Plans, organises and controls multiple tasks and resources to achieve assignment objectives
- In consultation with the Director to help develop solutions for clients and manages the implementation of ideas
- Advises, coaches and supports team members including providing consistent recognition and encouragement to team members to increase retention and productivity
- Successfully builds, directs and maintains a motivated team
- Manages the compliance budget and profitability in their area of responsibility
- Prepares and communicates budget issues, identifies opportunities to improve assignment profitability and maintains and controls WIP, billing and debtor issues
- Identifies client needs/opportunities to sell additional value-added services
- Identifies cross-selling opportunities and refers them to the appropriate team member
Practical experience & skills:
- Min of 3+ years PQE
- Experienced Client Manager who is currently working in this role or has done previously
- Excellent business acumen
- Strong technical knowledge and skills
- Exceptional client relationship skills
- Great project management skills
- Strong team management skills – the ability to lead, motivate and coach team members
- A sound understanding of market trends including opportunities, business and commercial issues
Qualifications:
- Fully qualified ACA or ACCA including all tax, accounts and audit electives with a wide range of post qualification experience and training
Key performance indicators:
- Meets assignment objectives (timeframes, budgets, outcomes)
- Client satisfaction
- Business development results – selling and cross-selling
- Team respect
- Participation in firm wide initiatives – recruitment, business development, and retention initiatives
- Recovery of the portfolio
- Personal productivity
- Participation in firm wide culture
Benefits & rewards:
- Holiday entitlement starts with 25 days per annum (pro-rated) increasing by 1 day per year, up to a maximum of 30 days
- A mobile phone for use in line with the Company’s policy and contract
- Entry into the company pension scheme with employer contributions in line with Auto Enrolment Legislation
- Professional Subscriptions i.e.: ACA / ACCA paid
- Entry into the Company Medical Health Insurance after five years
- Flexitime (in line with the Firm policy)
- Every Friday afternoon off
- Loyalty Bonuses at key milestones
- Death in Service Life Cover of three times salary after three months of employment
- Team environment and culture
- Childcare voucher scheme member
- Cycle to Work scheme member
- Opportunities for development and growth – Structured Career Development programmes from Assistant level through to Partner
- Career and family milestone awards
- Free Employee Support and Care and access to Professional Counselling expertise for work and personal needs
- Subsidised eye care
- Dynamic and varied workload to build commercial and technical experience
- 6 monthly pay reviews whilst training and annual pay reviews thereafter
- Introducing clients and team members commission schemes
- Free onsite parking
- Fun events
- Social events
- Treats
To see what we have been up to check out our Instagram page. 