If you’re an experienced, qualified accountant, chances are you’ve spent a number of years in practice, or as an accountant in industry, being a ‘jack of all trades’. Managing everything from day to day bookkeeping to VAT returns, year-end filing and more.
Does that describe the most you have to offer clients? No? Please, read on.
Having an impact
Working as a client manager at Meades you will deliver a service that has a significant impact on our clients and their businesses. Here’s how:
All compliance work is undertaken by our dedicated compliance team
You will spend your time with clients understanding their business and challenges, both professional and personal
You will lend your experience, expertise and of course financial know how to identify solutions to overcome those challenges
You will help them build systems and reporting tools to put them in control
You will help them plan with their goals in mind – by providing business advisory services, backed up by financial planning
You will complete their personal tax returns personally, ensuring all tax efficiencies have been considered – you can only do this with a genuine knowledge of the client’s circumstances.
What advice will you be sharing with clients?
Some of the advisory services we provide are outlined in Paul’s book ‘How to Make Your Company Fly’. If business consultancy is new to you, we recommend you get a copy of Paul’s book here.
In the book, Paul walks business owners through the basics of:
What to expect from an accountant
Working on a business vs in a business
Rediscovering business mojo
Getting more sales leads
Converting more leads
Getting customers to buy more
Does this sound like the service you want to be a part of?
You may have a strong accountancy background, but lack experience in delivering business advisory services – that’s ok. We can provide full training and mentoring to ensure you deliver the outstanding service our clients expect, but there are a few essentials you must bring to the table:
You absolutely have to want to see your clients succeed
Be ready to build long-lasting, trusted relationships with both the businesses in your care and new prospective clients
Enjoy meeting new people and building your professional network.
If this sounds like a role you would thrive in, please read on. We’ve provided a full job description below so you can see all the aspects of the role.
A working relationship built on trust
Business and life no longer fit into neat boxes of time. We need more flexibility to deliver both exceptional services and lead our best lives. At the beginning of 2019 Meades introduced ROWE, which stands for a Results Only Working Environment. This can be summed up as working where you want, when you want, as long as the work gets done. You might want to read that again, we know it’s a little different. You can learn more about ROWE in our team charter.
The client manager role, at a glance:
Helping develop the Meades Group business. You will do this by:
Assisting the Managing Director with business development.
Putting forward marketing ideas and seeing them through to delivery.
Building your professional network and seeking out new clients.
Meeting new prospective clients.
Proactively following up with business referrals and new leads.
As part of the management team you will:
Ensure that we are providing all clients with the best possible service and meeting their expectations always.
Attend managers meetings and action all related points.