Hours: Monday – Friday, 36.5 hours per week
We’re looking for a client manager to take responsibility for a mixed portfolio of clients within our Virtual Finance Office department at our Coventry office, with possible work in our Leamington office also.
We’re accountants, and of course we do our clients’ accounts, but at HB&O, we offer so much more than ticking the boxes of compliance. We are our people, and it might be cliche but they really are what makes us special. The loyalty of our team (we’re talking ten, twenty or even thirty years service) speaks volumes about the way we treat our staff and the way we do business.
Our goal is to make the complex clear, looking beyond the balance sheet to pinpoint what our clients really need to help them take their businesses to the next level. We have built a team of passionate and experienced individuals who thrive on getting to know their clients’ businesses inside out so they can help spot opportunities.
The role will include:
Review bookkeeping and related workpapers prepared by staff members
Review VAT returns and related workpapers prepared by staff members and approve for sending to clients
Respond to telephone queries and provide ad-hoc support to clients
Establish own portfolio of clients
Establish good client relationships, acting as the main point of contact at HB&O
Organise meetings with clients and attend these where necessary with Senior Manager/Directors
Keep up to date with new software, apps and add-ons coming to market and communicate opportunities to managers and directors
Assist with managing the day-to-day workflow of the staff
Assist staff members with work-related queries, providing training and making decisions where necessary
Attend and actively contribute to planning meetings with managers
Ensure department-specific controls for monitoring job progress and staff workflow are complied with
Make recommendations for improvements to department-specific controls and processes
Oversee staff performance and provide regular feedback to managers
Demonstrate effective time management skills
Keep fully up-to-date with CPE requirements
Keep on top of softer skills training needs
Establish effective communication channels with clients with all HB&O services
Assist with the onboarding of new clients
Assist managers with the monitoring of department-specific KPIs
2 years in practice, qualified or qualified by experience
Some experience with training of junior members of the team
To apply, please complete the application form below.
We look forward to hearing from you.
We have core hours from 9.30 to 4.30, then work the rest around your schedule.
Internal Promotion Opportunities
Once qualified, we have a graded management system so there is always somewhere to move up internally.
Free Car Parking
No one wants to try and find a parking space before your first morning coffee. We’ve got plenty of parking at both our offices.
Employee Discount Platform
From your supermarket shop to holidays you can save with our exclusive discount programme.
Due to the number of applications received, only successful candidates will be contacted.
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Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!