Accounting Relationship Manager

60000.00 - 80000.00 GBP Annual
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
The role of Accounting Relationship Manager exists to ensure the smooth, efficient and compliant delivery of UBTa services to client organisations and to proactively explore growth opportunities for existing UBTa service offerings into existing and new clients.

The success of this role relies on the ability to provide value to our clients through sound business advice based on financial data in view of improving business performance and proactively identify initiatives to increase the profitability of the client organisation.

Skills & Attributes required:

• Capacity to chair a client meeting and keep it on track
• Engage with a client F2F
• Flexible in outlook and approach
• Sales
• Business development
• Commercially astute

Education & Experience required:

• 10 - 15 years accountancy experience
• Advanced Diploma in Accounting
• Tax compliance
• Sales training
• ACA certified

Primary Responsibilities:

• Transactional accounting support (advice and reporting) to clients in a timely manner that complies with Tax obligations
• Proactively diagnose client's commercial needs and identify opportunities to offer additional services (or refer to specialist services/people) to add value to their business
• Deliver UBTa Client Performance Targets on time and in full;
o Production/Delivery
o Quality/improvement
o Finance
o Revenue Growth
• Respond to requests for assistance from UBTa team, Clients and Third Party Consultant
• Training & mentoring of UBTa (and Client) employees
• Support in implementing Corporate projects/initiatives
• Provide clear and deliverable project scopes and priorities for UBTa support teams
• Workflow schedules and sign off
• Identifying new leads through client visits and business development

Key Challenges:

• Balancing client demands with internal resource constraints (ie Customer Service vs Capacity)
• Ensuring client needs for tax advice and achieve maximum benefit to client whilst remaining compliant with law
• Remaining available and responsive, whist maximising personal utilisation and efficiency.
• Negotiating the many conflicting priorities and demand on time and internal resources by constantly monitoring Urgency and Importance

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