Client Services Manager

• Client Services Manager - Accountancy Practice 50000 to 60000 depending on experience

Hello Recruitment is delighted to be recruiting a Client Services Manager for a vibrant Accountancy Practice based in Ampthill , Bedfordshire.

The role involves managing a varied portfolio of audit (where applicable) and non-audit clients, overseeing the delivery of high-quality statutory accounts and audit assignments (where applicable), and leading, developing, and mentoring junior team members. This is a key role within the firm, offering exposure to a broad client base and clear opportunities for progression.

Portfolio expectations:
Up to 750k

Key Responsibilities include

Client Management

• Manage a diverse portfolio of audit (where applicable) and accounts clients, acting as the main point of contact, taking responsibility for;

Team/Resource planning

Management of WIP and billing (in accordance with our internal KPIs)

Efficient use of IT resources available.

Client onboarding, engagement, and disengagement in conjunction with the admin team.

Build and maintain strong client relationships, providing a high level of service and technical support

Identify opportunities for additional services and assist partners with business development

Accounts

Review statutory accounts prepared under UK GAAP (FRS 102 and FRS 105) and, where applicable, IFRS

Resolve technical accounting issues, escalating complex matters where appropriate

Ensure accounts are completed efficiently, within budget, and to a high technical standard

Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to client meetings

Ensure compliance with relevant accounting standards, ethical requirements, and internal firm procedures

Contribute to accounts quality initiatives

Keep up to date with changes in accounting and regulatory standards

Audit (Where applicable)

Plan, manage, and review statutory audit assignments from planning through to completion

Resolve technical auditing issues, escalating complex matters where appropriate

Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to fieldwork commencing (planning) and client meetings (completion)

Ensure compliance with UK auditing standards, ethical requirements, and internal firm procedures

Contribute to audit quality initiatives and support internal and external monitoring visits

Keep up to date with changes in accounting, auditing, and regulatory standards

Tax

Corporation Tax

Ensure that corporate tax compliance matters are met

Consider tax planning opportunities

Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.

Personal Tax

Ensure personal tax compliance requirements are met and be responsible for the whole process.

Consider tax planning opportunities and identify changes in client circumstances that need attention

Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.

P11D

Ensure compliance requirements are met.

Other Tax

Deal with other tax issues as they arise including (but not exclusively) ATED, CGT, IHT, HMRC tax enquiries.

Company Secretarial

Ensure the data held on Companies House is correct, current & kept up to date.

Where data is out of date or changes are required, to be responsible for ensuring those changes are made and submitted to Companies House either in line with the client requirements or statutory guidelines.

Ad Hoc Tasks

Attend & actively participate in management meetings and workflow meetings

Assist the director or client with ad hoc projects as requested.

Team Leadership

Lead, supervise, and mentor staff, including seniors and trainees taking an active role in recruitment for you team and responsibility for probationary reviews, appraisals, and formal and on the job training

Review work prepared by junior staff and provide clear, constructive feedback

Assist with workflow planning and resourcing across assignments

Person Specification

Essential

ACA or ACCA qualified (or equivalent)

Significant experience within a UK accountancy practice, including audit if applicable

Strong technical knowledge of UK GAAP and UK auditing standards (if applicable)

Experience managing and reviewing relevant assignments

Proven ability to manage multiple clients and deadlines

Strong communication and interpersonal skills

Desirable

Experience working with owner-managed businesses and SMEs

Exposure to group audits and consolidations

Experience of staff development and performance management

Familiarity with accounting and audit software such as MWP, Case Ware, CCH, IRIS, or similar

What We Offer

Competitive salary of up to 60000 and benefits package

Hybrid and flexible working options

Clear career progression and development opportunities

Supportive and collaborative working environment

Ongoing technical and professional training