Primary Purpose of Role
The Manager is responsible for the delivery of client service to the expected standards on behalf of the partners.
The role will provide direction to more junior members of the team as well as ensure succession planning is in place for the teams.
Key Duties:
- Management of a portfolio of accounts and audit clients for partners. To include:
- Liasing with clients to plan arrangements and timings for audit and accounts engagements.
- Review of draft financial statements for accounts clients with notes and commentary for partner meeting.
- Review of audit files and financial statements for audit clients with notes and commentary for RI review.
- Ensuring timely completion and filing of year-end financial statements for all clients.
- Ensuring timely completion and filing of company tax returns within portfolio.
- Raising bills on portfolio of clients.
- Maintaining excellent client relationship within portfolio, responding promptly to client requests.
- Co-ordinate advisory and administrative work (tax, management consultancy, business advisory, etc) for clients.
- Improving performance of portfolio against department KPIs.
- Assistance in the development of Corporate business stream members. Spending time with associates in training, giving appropriate feedback and liaising with line managers on performance of trainees.
- Provide assistance on the management of junior members of the team, from graduates to qualified seniors. Ensure that motivation is maintained to deliver a high standard of work to the client. Keep development plans in place through regular use of the appraisal process.
- Promoting diversity and equality within teams
Skills, Knowledge & Experience:
- Excellent presentation
- Excellent organisational skills
- Good demonstratable client interaction – interpersonal skills
- Excellent accuracy in technical work delivered
- Attention to detail
- Ability to prioritise
- Can work to deadlines
- Can work with and adapt work around various forms of technology
- Can demonstrate an ability to innovate and share ideas
- 3 years’ experience of dealing in a client facing role
- Experience of working with managers on successfully maintaining a portfolio of clients
- Experience of working on audits within client base
- Experience of business development and networking
- Solid practice background
- Eager to develop career in a professional Firm
- Shows enthusiasm for the role and career development
About the rewards
- 25 days annual leave, plus bank holidays
- Career progression
- Electric Car scheme
- Cycle to Work Scheme
- Life Assurance
- Group Personal Pension Plan
- Flexible Holiday Purchase Scheme
- Enhanced Family Pay – maternity, paternity, parental, and compassionate leave
- Employee Assistance Programme – 24/7 confidential helpline as well as online support
Skills Required
- 3 years' experience in a client-facing role
- Experience working with managers on maintaining a portfolio of clients
- Experience working on audits within client base
- Experience of business development and networking
What We Do
Ballards LLP: Innovative Accountancy and Business Advisory Ballards LLP is a forward-thinking accountancy and business advisory firm with a rich history of delivering value to our clients. Established in 1985, we've grown from a local practice to a significant player in the professional services landscape, now serving OMBs and large corporates across the UK and internationally. At Ballards, we offer a unique blend of traditional accountancy services and innovative business solutions. Our expertise spans audit, tax, and compliance, complemented by specialist advisory services in IT consulting, recruitment, brand and marketing, and strategy. We pride ourselves on our agile approach, combining the stability and expertise our clients expect with the innovative thinking that sets us apart. Our team of professionals is dedicated to providing personalised, value-driven solutions that help our clients navigate complex financial landscapes and achieve their business goals. As we look to the future, we're committed to expanding our geographical reach, enhancing our service offerings, and continuing to be a trusted partner to businesses across the UK.
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