Client Partner

Permanent employee, Full-time · Jubilee House

What the role is
Working Hours 37.5 hours, Monday – Friday
Contract Type Permanent
Location Lytham St Annes

The role of a Client Partner in the Accounting department is to manage and develop a team 
of accountants and assistants, to deliver a compliant, professional, and high-quality service to 
the clients. Working closely with the Senior Leadership Team in your department, to help 
deliver on the objectives and goals of the business.

Role Responsibilities:
• Responsible for a reduced portfolio of clients
• Ensure compliance deadlines are met for all clients.
• Reviewing work that has been done by assistants.
• Preparing accounts, VAT returns (as needed), corporation tax returns and any other 
compliance work needed for filing at Companies House and HMRC.
• Manage a team of assistants and accountants, having regular one to ones with the 
team, and ensuing that they have everything needed to carry out their duties. 
• Ownership of compliance across the team, maintaining a thorough review process for 
all work, ensuring a consistent and compliant service is delivered and statutory filing 
dates are met.
• Monitor performance to ensure standards are met and accurate, tailored, and 
proactive advice is being given to clients, evidenced by high engagement and client 
referrals.
• Deal with any complaints that come up within the team from clients.
• Identify when new members of staff are needed for your team and take responsibility 
for the recruitment. 
• Proactively measure and monitor results to identify and implement opportunities for 
improvement, to delight the client and facilitate growth.
• Develop and deliver training plans, fostering an environment where team members 
are able and motivated to grow and develop.
• Oversee the onboarding of new clients, to ensure that the client journey is smooth 
and to the highest standards, and the necessary registrations are taken care off. 
• To Facilitate growth of the SME clients, to increase client numbers and our 
contribution to the EBITDA of the business.
• Identify new software’s that are available, and which could aid efficiencies.
What Skills are required
Qualification and Experience:
• Studying towards or qualified ACCA/CTA and/or minimum 3 years’ experience working 
in an accountant role or equivalent.
• Strong organisational and analytical skills
• Working knowledge of Accounting Systems and Software. 
• The ability to research, analyse and make logical decisions within a given timeframe.
• The ability to develop trusting relationships with relevant stakeholders.
• Able to work independently and as part of a Team.
• Develop self through CPD and Relevant Training, to ensure up to date with all 
relevant legislation.
• Ability to deal with clients and members of the company with empathy, and in line 
with the company values.
Why us?
  • 25 days’ annual leave plus bank holidays, increasing to 30 days with continuous service
  • Performance bonuses
  • Onsite coffee shop
  • Bupa Cash Plan (including dental and optical care)
  • Pension – up to 4% contribution match
  • Professional qualification salary enhancement
  • Regular team social activities
  • Financial services
  • Flexible working hours
  • Full study support
  • Onsite subsidised gym
  • Bupa Select Health Scheme (including inpatient and outpatient services)
  • Death in service benefit
  • Long service award
  • Workplace listener scheme
  • Refreshments
About us

WE’RE ALWAYS ON THE LOOKOUT FOR PEOPLE AS PASSIONATE ABOUT CUSTOMER SATISFACTION AS WE ARE. IF THAT’S YOU THEN WE’D LOVE TO KNOW MORE.

Mindset, not skillset

Because we’re committed to supporting and developing the potential of every employee, for us it’s less about skillset and more about your mindset.

Training

Our employees are our greatest asset, so we put a lot into their wellbeing and development.

Across the company we have employees who are undertaking training in Accountancy, Payroll, HR, IT, Marketing, and Business Support.

We are looking forward to hearing from you!
Thank you for your interest in Danbro. Please fill out the following short form. Should you have difficulties with the upload of your data, please send an email to people@danbro.co.uk
Uploading document. Please wait.
Please add all mandatory information with a * to send your application.