Tax Senior in Hampreston - CV-Library

Talent Guardian is thrilled to be partnering with a leading accountancy firm in Ferndown, seeking a dynamic and experienced Client Service Manager to join their team on a permanent basis. This is your chance to step into a pivotal, client-facing role where you will be the driving force behind exceptional service delivery and long-lasting client relationships.
 
Key Responsibilities:

Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio. Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients. Qualifications:
ATT or CTA or QBE or part qualified
 
Apply today