Accountancy Client Manager

Client Manager

Employment Type: Full-time, permanent

Working Arrangements: Hybrid and flexible working

Salary: Competitive and dependent on experience

Role Overview

An established accountancy practice is seeking an experienced Client Manager to manage a varied portfolio of owner-managed businesses.

The role combines accounts preparation, tax compliance, management accounts, business advisory work and team supervision.

Main Responsibilities

• Manage a portfolio of limited companies, LLPs, partnerships and sole traders.
• Prepare and review year-end accounts, business tax computations and tax returns.
• Prepare Self Assessment returns and Capital Gains Tax computations.
• Assist with R&D tax claims and tax-planning opportunities.
• Manage and review bookkeeping, VAT and management accounting services.
• Prepare management accounts, forecasts, budgets, cash-flow projections and performance reports.
• Advise clients on profitability, efficiency, financial controls and business processes.
• Build strong relationships and act as a key point of contact for clients.
• Ensure work is completed accurately and within agreed deadlines.
• Attend client meetings alongside senior managers or directors.
• Supervise, review and support the development of junior team members.
• Train colleagues and clients in the use of Xero and other cloud-accounting applications.
• Assist with billing, work in progress, workflow planning and credit control.
• Identify opportunities to introduce additional services and new clients.

Skills and Experience

• At least five years' experience within an accountancy practice.
• Experience managing or supporting a portfolio of clients.
• Strong accounts preparation and taxation knowledge.
• Experience preparing or reviewing management accounts, VAT returns and bookkeeping.
• Confident client communication and relationship-management skills.
• Experience supervising or developing junior colleagues.
• AAT or ACCA qualified, part-qualified or qualified by experience.
• Knowledge of Xero and cloud-accounting software.
• TaxCalc experience would be advantageous.

Benefits

• Competitive salary
• Hybrid working
• Flexible start and finish times
• 25 days' annual leave, including the Christmas and New Year office closure
• Additional day off for your birthday
• Increased holiday entitlement following three years' service
• Private medical insurance after two years
• Smart business-casual dress code and dress-down Fridays
• Regular team social events
• Ongoing training and career development