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Client Manager | Accountancy Practice

Remote / Online - Candidates ideally in
Waterlooville, Hampshire County, PO7, England, UK
Listing for: Heelan Associates Ltd
Remote/Work from Home position
Listed on 2026-07-24
Job specializations:
  • Accounting
    Public Accounting, Financial Reporting, Accounting Manager, Tax Advisor
Salary/Wage Range or Industry Benchmark: 53500 - 58000 GBP Yearly GBP 53500.00 58000.00 YEAR
Job Description & How to Apply Below

Client Manager – Overview

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? This is an excellent opportunity to join a well‑established and forward‑thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory.

Working with an impressive portfolio of owner‑managed businesses, you will play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long‑term career move within a supportive and collaborative environment.

Responsibilities
  • Managing a portfolio of sole traders, partnerships and limited company clients.
  • Preparing, reviewing and submitting statutory accounts and tax returns.
  • Leading, mentoring and developing your own team of accountancy professionals.
  • Reviewing work completed by team members and providing technical guidance and feedback.
  • Ensuring client deadlines and service level agreements are consistently achieved.
  • Supporting clients with tax planning and providing commercially focused advice.
  • Advising clients on advisory areas including cash‑flow, budgeting and business performance.
  • Managing client relationships and acting as a trusted point of contact.
  • Leading year‑end meetings and conducting client fee reviews.
  • Liaising with HMRC and other regulatory bodies on behalf of clients.
  • Supporting the onboarding of new clients and ensuring a smooth transition into the business.
  • Contributing to the ongoing development and success of the wider practice.
  • Demonstrating leadership behaviours aligned to the company values.
Candidate Requirements
  • ACCA, ACA, FMAAT or equivalent fully qualified accountant or tax advisor who holds a current professional body membership.
  • Minimum of 5 years’ experience working within an accountancy practice environment.
  • Strong experience preparing and reviewing accounts and tax returns for a varied client portfolio.
  • Sound technical knowledge across accounts preparation, taxation and compliance.
  • Experience managing client relationships and delivering advisory services.
  • Previous leadership, mentoring or team supervision experience would be advantageous.
  • Practical experience using cloud accounting software such as Xero, Quick Books, Dext or similar.
  • Strong communication skills with the confidence to present complex information in a clear and practical manner.
  • Highly organised with excellent time management and attention to detail.
Benefits
  • Salary of £53,500 – £58,000 depending on experience.
  • Hybrid working with up to 2 days working from home.
  • Additional holiday allowance over the Christmas period.
  • Additional paid day’s leave for your birthday (when on a working day).
  • WPA Cash‑plan private medical cover.
  • Professional body membership fees covered.
  • Full‑time 36.5‑hour working week (16:00 on a Friday).
  • Ongoing professional development and training opportunities.
  • Opportunity to work closely with business owners and provide value‑added advisory services.
  • Supportive, collaborative and people‑focused culture.
  • Genuine career progression opportunities within a growing practice.
  • Modern systems and technology‑driven working environment.
Equal Opportunity Employer

CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics.

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