Kreston Reeves LLP

Accounts Manager

Competitive salary + benefits
01 Oct 2021
01 Nov 2021
Approved employers
Approved employer
Contract type
Full time
Experience level
1.    Job Purpose:

To manage specific Accounts clients & workflow via own team, providing high quality client service experience whilst ensuring adherence to individual job budget and maximum fee recovery.

2.     Scope, Reach & Key Relationships
  • Own client portfolio/contacts for ongoing management and development
  • Partners and employees who are key stakeholders in accounts work across the Service Line
  • Operational day to day management responsibility
  • Being a People Manager where appropriate (see separate People Manager role document)
  • Developing & building own network of intermediaries & prospects
Government bodies and external organisations such as HMRC

3.     Principal Accountabilities / Responsibilities:

Job/Workflow Management

  • Ensure the planning, prioritising and allocation of all relevant client accounts work ensuring effective team workflow
  • Ensure establishment of scope and budget for each piece of client accounts work and ensure adequate briefing to team members where relevant
  • Ensure full agreement of client for accounts work to be undertaken and communicate likely fees prior to commencement to maximise fee recovery
  • Ensure full implementation of all client accounts work in line with agreed budget ensuring adherence to the KR Way standards of performance document, with completed accounts ready for partner/director review
  • To proactively look for ways to maximise efficiencies within the Service Line
  • Develop working across the Service Line in a technical or sector role
  • Monitor work progress and ensure appropriate levels of communication with all clients and internal stakeholders on progress for each key task or phase
  • Ensure proactive management of instances where the ‘work performed’ exceeds the agreed client fee and ensure agreement of a mutually acceptable outcome Ensure preparation of bills for own client work done and ensure they are sent to the client in a timely manner
  • Liaising with other Service Lines when reviewing WIP on own client to ensure their Matter WIP time costs are billed in a timely manner
  • Run the biweekly workflow meetings to ensure maximum work on track & to tackle any off track
  • Ensure sign off and authorisation of documents/accounts/returns is completed by a partner/director/senior manger

Client, Internal and External Organisational Contact

  • Manage, support and develop a client portfolio, with increased technical or complex issues and sector specialisms, ensuring the maximising of client advocacy and fee levels from own portfolio
  • Act as a key point of contact for nominated clients so as to manage all their accounts & compliance requirements
  • Return phone calls and written correspondence to all of the above within required deadline and ensure promises are kept
  • Manage a selection of strategic projects as required
  • Attend/lead Accounts review and close down meetings for own clients as required
  • Proactively contact clients when items of interest/benefit to the client arise therefore adding value
  • Provide appropriate access and support for other internal departments to Accounts clients so as to assist the cross selling of services into the Accounts client base
  • Ensure client hygiene factors are in place, AML, KYC reviews, engagement letters etc

Leadership, People Management and Development

  • Be aware of individual team member capability and aspiration ‘enable’ best performance of a team through coaching and mentoring of team members
  • Ensure the defining and agreeing of formal objectives for all direct reports in line with the Accounts SL business plan
  • Monitor individual and team performance versus original objectives as set at the start of each job and have an awareness of the departmental KPIs
  • Monitor individual and team performance versus original objectives and SL KPIs
  • Provide regular feedback to all direct reports on their performance via ‘1:1’ meetings
  • Provide support at internal & external interviews for potential team members at assistant manager level and below
  • Oversee professional development of team members

Internal Financial Management & Business Planning

  • Monitor performance of team and individuals’ KPIs in line with the Accounts SL business plan
  • Where team performance is at or above target, ensure this is communicated to own team and the celebration of success is encouraged
  • Where team performance is below target, encourage and instigate remedial action and focus from self and team colleagues to rectify and improve short term performance

New Business Development

  • Continue to build own network of intermediaries, seek to generate referrals from own client base and convert prospects into new clients
  • Support the Accounts team in delivering the required new leads & SL incremental fee target via networking (internal and external) , meeting attendance, business pitches, presenting at webinars and writing articles for relevant sectors
  • Develop suitably strong internal Kreston Reeves connections such that access and support are given by all other internal departments to their own client bases
4.     Values – Demonstrates ‘living’ of the company’s values.
  • Understand - Be curious, ask more & listen. Put yourself in the other person’s shoes.
  • Look Ahead - Anticipate the future, plan for it, and embrace the benefits of change.
  • Make it Personal - Adapt to others’ needs, flex your style to get the best outcome for every situation.
  • Be Crystal Clear - Consult others, give helpful feedback; ensure people know what’s going on, and how it impacts on them.
  • Be Human - Invest time in building strong relationships, have a positive ‘can do’ attitude and help others to grow.

For further information, and to apply, please visit our website via the “Apply” button below.

Unfortunately we are unable to provide any form of visa sponsorship, so candidates must be an EU citizen or possess a current UK Tier 1 Visa and be eligible to take up full time, permanent employment.

EU candidates must also demonstrate they are eligible to take up UK employment post-Brexit.

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