Position Purpose

As the Client Manager, your primary role is to serve as a dedicated steward of our client relationships, overseeing the client management process. Your core responsibility revolves around delivering comprehensive and professional services, encompassing taxation advice and business advisory services, to meet our clients’ financial needs. You will engage in regular interactions with clients, focusing on vital aspects such as strategic client meetings, software selection, business mentoring, and strategic tax planning and structuring advice. This position plays a crucial role in supporting the Senior Client Manager and Director: Accounting Services, ensuring the delivery of high-quality financial solutions and maintaining strong client relationships. Collaborating closely with the Operations Manager, you will uphold our commitment to timeliness and service excellence, contributing to the overall success and growth of our firm.

Position Summary

The Client Manager holds a pivotal role within our organization, taking charge of the client management process and providing comprehensive professional services, including taxation advice and business advisory services. This position places a strong emphasis on nurturing and supporting clients, with regular interactions aimed at delivering critical services such as strategic client meetings, software selection, business mentoring, and strategic tax planning and structuring advice. Reporting to the Senior Client Manager and Director: Accounting Services, the Client Manager is integral to our commitment to delivering high-quality financial solutions. Additionally, the role involves close collaboration with the Operations Manager to ensure client deliverables are consistently on time and meet established standards. The Client Manager’s role is essential in fostering lasting client relationships and contributing to the success of our firm.

Position Duties and Responsibilities

A description of the duties and responsibilities assigned to the position; also referred to as the essential functions:

• Cultivate and maintain strong client relationships, acting as the primary contact for client needs and inquiries.
• Manage a client portfolio consisting of small to medium-sized clients.
• Provide comprehensive advice to clients, including in the areas of tax, financial analysis, growth strategies.
• Work closely with the Operations Manager to align service strategies and manage client deliverables.
• Train Junior Client Managers and other staff.

Detailed tasks for the duties and responsibilities will be made available during the recruitment process

Position Supervisory Responsibilities

Type and scope of supervisory responsibility that is expected from this position:

• Provide direction to team.
• Trains, provides work direction, and problem-solving assistance for the teams. 
• Assist Management with the supervision of staff, including hiring, scheduling and assigning work, reviewing performance, and recommends salary increases, promotions, transfers, demotions, or terminations. 

­General information 

Position level:

• Level 3 (senior)

Type:

• Permanent- Full time or Permanent- Part time 

Membership and Accreditations:

• SAIPA or SAICA or accreditation with another professional accounting bodies is required.

Qualifications:

• Matric with mid to high grades in mathematics and accounting.
• BAcc or equivalent degree.

Experience:

• At least four years recent accounting experience in an accounting practice environment.
• At least two years of bookkeeping experience in an accounting practice environment is beneficial.
• At least three years recent experience working in tax and business advisory.
• Must have previous experience in managing a client portfolio.
• Must have previous experience in managing a client manager team.

Software:

• Office product suite.
• Accounting Software – Xero.
• Financial Statement Software – Draftworx
• Document Management Software – Dext, other platforms.
• Practice Management Software.
• SARS systems.
• Payroll software.
• Reporting software.

Skills and Attributes:

These skills and/or abilities is required to be successful in this position:

• Commercial acumen.
• High level of interpersonal skills.
• High level of selling skills.
• Ability to be an extremely good communicator of complex technical information.
• Natural people person and love working with and dealing with client’s problems.
• Be a good leader, results and outcomes driven but with great people skills.
• Ability to perform basic calculations mentally to quickly check the accuracy of data.
• Produce work with a high level of accuracy.
• High attention to detail.
• Above average administrative skills and organisational abilities.
• Ability to always maintain discretion and privacy when dealing with sensitive information.
• Ability to meet deadlines.
• Ability to perform under pressure.
• Ability to perform in a complex and fast-changing environment.
• Ability to work independently and think proactively.
• Excellent data entry skills.
• Professionalism in appearance, communication and behaviour.
• Ability to communicate professionally.
• Ability to prioritise.
• Ability to plan and organise own program.
• Strong ability to work affably with others.
• Intermediate computer skills.
• Proficient in Afrikaans and English (Read, Write and Speak).
• Problem solving skills.
• Data processing and manipulation skills.
• Technology savvy.
• Willing to take initiative to deliver results and grow as an individual.
• Ability to work with and understand entrepreneurs.
• Ability to function in teams.

Working Conditions

The following working conditions applies:

• This position is office based or remote or hybrid.
• Remote working is subject to team requirements.
• Travel might sometimes be required.
• It is expected from the employee to embrace continuous professional development in own time.

Remuneration:

Market related remuneration.

Indevaldi is part of a versatile group scheme that offers comprehensive coverage for life insurance, funeral expenses, severe illness, disability, and more. In addition, Indevaldi provides various internal benefits to further enhance the well-being of its members.