Client Manager​/Senior Accountant

Location:

Bolton area
Salary: £45,000 to £50,000, depending on experience
Job Type: Permanent, full-time
Sector: UK Accountancy Practice

An established and growing North West Accountancy Practice is seeking an experienced Client Manager to take responsibility for a varied portfolio of SME and owner-managed business clients.

You will oversee recurring client work across statutory accounts, management accounts, Corporation Tax and Personal Tax, while acting as a trusted point of contact for business owners.

The position also offers exposure to forecasting, cash-flow planning and financial or tax due-diligence projects.

This opportunity would suit an ACA or ACCA-qualified Practice professional who enjoys managing client relationships, reviewing work and supporting the development of junior colleagues.

Your responsibilities will include:

• Managing a portfolio of clients across monthly, quarterly and annual reporting cycles
• Acting as the principal contact for day-to-day client queries
• Planning and overseeing accounts and tax assignments
• Preparing and reviewing statutory accounts under FRS 102 Section 1A
• Producing and reviewing management accounts
• Preparing and reviewing Corporation Tax computations and returns
• Supporting the preparation and delivery of Personal Tax returns
• Providing basic tax-planning guidance
• Reviewing work completed by junior colleagues
• Providing technical feedback and training
• Monitoring client deadlines and outstanding information
• Liaising with clients regarding draft accounts, tax liabilities and reporting requirements
• Preparing forecasts and cash-flow projections
• Supporting financial and tax due-diligence assignments
• Identifying opportunities for clients to access additional services
• Working closely with Managers, Directors and specialist teams

To be considered, you should ideally have:

• ACA or ACCA qualification
• Approximately three to five years’ post-qualification experience
• Recent experience working within a UK Accountancy Practice
• Experience managing a portfolio of SME or owner-managed business clients
• Strong statutory accounts experience under FRS 102 Section 1A
• Experience preparing or reviewing management accounts
• Good Corporation Tax and Personal Tax knowledge
• A practical understanding of VAT
• Experience reviewing work and supporting junior colleagues
• Strong client-management and communication skills
• The ability to explain financial information clearly to business owners
• Excellent organisation and deadline-management skills
• Strong Microsoft Excel capability
• Experience using Xero, Sage or comparable accounting platforms
• A proactive, dependable and commercially aware approach

Applications may also be considered from candidates with slightly less post-qualification experience who can demonstrate strong portfolio-management, accounts, tax and review capability.

Experience of forecasting, cash-flow modelling or due-diligence assignments would be advantageous but is not essential.

You will manage a varied portfolio of SME and owner-managed business clients.

The position involves more than completing year-end accounts. You will be expected to understand each client’s business, provide practical guidance and help clients make appropriate use of their financial information.

This may include:

• Discussing business performance and management information
• Identifying cash-flow or profitability trends
• Supporting remuneration and basic tax-planning discussions
• Preparing information for lenders and external stakeholders
• Advising on accounting records and financial controls
• Recognising when specialist Tax, Corporate Finance or advisory support is required

You will review work and support colleagues at different stages of their Accountancy…