Client Manager

Client Manager – Accountancy Practice

Full-Time | Permanent

Are you an experienced Client Manager looking to take the next step in your Accountancy Practice career?

We're recruiting on behalf of a progressive and growing accountancy practice looking for a Client Manager to oversee a varied portfolio of clients while delivering an exceptional level of service.

This is an excellent opportunity for an experienced practice professional who enjoys building long-term client relationships, managing their own portfolio and working closely with business owners to support their financial and business goals.

The Role

As a Client Manager, you'll be responsible for managing your own portfolio of clients, ensuring they receive a proactive, professional and timely service.

Your responsibilities will include:

• Preparing year-end accounts for a portfolio of limited companies, partnerships and sole traders.
• Preparing corporation tax and self-assessment tax returns.
• Reviewing annual accounts prepared by colleagues.
• Reviewing VAT returns where required.
• Preparing management accounts and discussing the results with clients.
• Acting as the main point of contact for your client portfolio, providing advice and responding to queries.
• Holding year-end planning and sign-off meetings with clients.
• Managing deadlines and ensuring work is completed accurately and on time.
• Reviewing client fees and agreeing additional work where appropriate.
• Identifying opportunities to provide additional services to clients.
• Completing Anti-Money Laundering (AML) requirements for your client portfolio.
• Contributing to continuous improvement across the practice.

About You

We're looking for someone who has:

• Previous experience working as a Client Manager or Senior Accountant within an Accountancy Practice.
• Strong experience preparing statutory accounts and tax returns.
• Excellent client relationship and communication skills.
• The ability to manage a portfolio of clients independently.
• Experience using cloud accounting software, particularly Xero.
• Experience with Xero add-ons such as Dext, Futrli or EPOS integrations would be advantageous.
• Excellent organisational skills and the ability to manage multiple deadlines.
• A proactive approach with a genuine passion for delivering excellent client service.

What's on Offer?

Manage your own varied client portfolio.

Work with a supportive and collaborative team.

Build long-term relationships with clients.

Ongoing professional development and career progression opportunities.

Exposure to a broad range of industries and businesses.

A modern accountancy practice with a focus on continuous improvement.

If you're looking for a role where you can make a real impact, develop strong client relationships and continue progressing your career within Accountancy Practice, we'd love to hear from you.