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. Tax Calc 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