Daniel Kim
Auckland · 021 555 0189 · daniel.kim@email.com
Rachel Ng, Partner
Harbour Lane Accountants, Takapuna
Re: Client Manager, business advisory
Dear Rachel,
I'm applying for the Client Manager role in your business advisory team. I'm a Chartered Accountant with five years at Kauri Advisory in Auckland, where I now manage a portfolio of 60 small business clients, from year-end accounts to tax returns.
A client manager needs to keep work moving and help clients understand where they stand. I prepare quarterly management reports and walk clients through them, and I review graduate accountants' work before it goes to the manager. I also moved 20 clients from spreadsheets to Xero, which cut their month-end work. Before that, as a graduate, I prepared GST returns and year-end workpapers and reconciled bank and supplier accounts, so I'm confident in both Xero and MYOB and know what good work looks like when I review it.
I'd like to take the next step at a firm that works closely with owner-run businesses. Your advisory focus is the part of the job I enjoy most: explaining the numbers so clients can make good decisions.
I'm a member of Chartered Accountants Australia and New Zealand and a New Zealand citizen. I'd be glad to meet and talk about how I could look after your clients.
Kind regards,
Daniel Kim