Job Description
Full job description
Our Values
Be a great team player, building genuine relationships, always forward thinking and always be professional. These all lead us to our core purpose for our team, our business and our clients to help everyone be the best they can be.
At Pinfields we believe our values shouldn’t be some buzz words banded around the office or spouted to clients. We believe in our values and know that by living up to them we create a happier work environment and attract the right sort of team and clients for us.
As part of our value to build genuine relationships, we believe it is imperative to be transparent and honest about the role, therefore we have tried to go in to as much detail as possible about the role you will be applying for, and what our expectations will be.
Job Role – Client Manager
The general role will be that of managing clients deadlines and working with the rest of the team to assist you to meet these deadlines and liaising with clients and the senior management team.
You will report directly to the Senior Managers and the company Directors.
The role will include the following:
Liaising with your allocated clients on a regular basis, dealing with ad-hoc client queries and the collation of the records required to meet the relevant deadlines
Reviewing the VAT returns prepared by the team
“5 minute” reviews of your clients accounts jobs prior to them being reviewed by senior management
Preparation of accounts to draft stage for Limited companies, sole traders and partnerships.
Preparation of Management accounts for clients, as and when required.
Visiting clients at their premises
Assisting the other client managers with work planning
Ad hoc preparation of VAT returns where necessary
Helping to train the next generation of accountants within the team.
This is a busy role with direct client contact and monthly deadlines to meet. The successful candidate will be able to demonstrate an ability to prioritise in a busy environment, whilst managing client expectations.
Role requirements
The Successful candidate will be able to demonstrate experience in the following skills:
Communicating with clients
Managing people
Managing deadlines
Liaising with senior management
Working in a team
Strong attention to detail
The successful candidate will be a fully qualified member of a chartered professional body. For clarity this includes ACCA, CA, CIMA & ICAEW.
Due to the nature of the job, it is a requirement for the successful candidate to hold a full UK driving licence.
Our Values
Be a great team player, building genuine relationships, always forward thinking and always be professional. These all lead us to our core purpose for our team, our business and our clients to help everyone be the best they can be.
At Pinfields we believe our values shouldn’t be some buzz words banded around the office or spouted to clients. We believe in our values and know that by living up to them we create a happier work environment and attract the right sort of team and clients for us.
As part of our value to build genuine relationships, we believe it is imperative to be transparent and honest about the role, therefore we have tried to go in to as much detail as possible about the role you will be applying for, and what our expectations will be.
Job Role – Client Manager
The general role will be that of managing clients deadlines and working with the rest of the team to assist you to meet these deadlines and liaising with clients and the senior management team.
You will report directly to the Senior Managers and the company Directors.
The role will include the following:
Liaising with your allocated clients on a regular basis, dealing with ad-hoc client queries and the collation of the records required to meet the relevant deadlines
Reviewing the VAT returns prepared by the team
“5 minute” reviews of your clients accounts jobs prior to them being reviewed by senior management
Preparation of accounts to draft stage for Limited companies, sole traders and partnerships.
Preparation of Management accounts for clients, as and when required.
Visiting clients at their premises
Assisting the other client managers with work planning
Ad hoc preparation of VAT returns where necessary
Helping to train the next generation of accountants within the team.
This is a busy role with direct client contact and monthly deadlines to meet. The successful candidate will be able to demonstrate an ability to prioritise in a busy environment, whilst managing client expectations.
Role requirements
The Successful candidate will be able to demonstrate experience in the following skills:
Communicating with clients
Managing people
Managing deadlines
Liaising with senior management
Working in a team
Strong attention to detail
The successful candidate will be a fully qualified member of a chartered professional body. For clarity this includes ACCA, CA, CIMA & ICAEW.
Due to the nature of the job, it is a requirement for the successful candidate to hold a full UK driving licence.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Accountant - Client Manager (Accounts Team) position is now open for candidates interested in the Accountant Jobs sector. This role in Birmingham offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
