Client Manager - Accountancy Practice

An opportunity has arisen for a Client Manager (Accountant) to join an accountancy practice providing accounting, bookkeeping, payroll and tax services to small businesses.

As a Client Manager, you will manage a portfolio of clients, oversee a small accounting team and provide technical guidance, compliance support and accountancy advice.

This is a full-time, permanent, office-based role, with the option to work from home two days a week offering a salary range of £53,500 - £58,000 plus benefits.

• Managing the preparation, review and submission of accounts and tax returns for sole traders, partnerships and limited companies.
• Supervising and supporting a small team of accountants, overseeing workloads and ensuring statutory deadlines are met.
• Providing technical guidance, training and ongoing development to team members.
• Reviewing accounting and tax work, identifying areas for improvement and providing constructive feedback.
• Managing the onboarding of new clients and ensuring their records and accounting requirements are properly established.
• Advising clients on taxation matters, tax planning and opportunities to improve tax efficiency.
• Providing advice on cash flow, budgeting, pricing and other business-related financial matters.
• Arranging and conducting year-end client meetings and reviewing client fees.
• Maintaining accurate financial records, electronic files and client administration.

• Full membership of a recognised chartered accountancy body, such as ACCA, ACA or an equivalent professional qualification.
• Approx. 5 years of accountancy practice experience, including managing a varied client portfolio and delivering client work directly.
• Proven ability to prepare, review and check statutory accounts and tax returns for sole traders, partnerships and limited companies.
• Prior experience using Xero or Quick Books
• A sound understanding of taxation and its practical application.
• Good working knowledge of Microsoft Word and Excel.
• Confidence in advising clients and explaining financial and technical matters clearly, both verbally and in writing.
• A professional, approachable manner with the ability to build effective relationships with clients and colleagues.

• Client Manager
• Accounts Manager
• Portfolio Manager (Accountancy Practice)
• Manager – Accountancy Practice
• Accounts & Tax Manager
• Business Services Manager
• Client Services Manager
• Accountancy Manager
• Practice Accounts Manager
• Practice Manager
• Client Accounts Manager
• Client Portfolio Manager
• Outsourcing Manager
• Senior Client Accountant

• Competitive Salary.
• Full-time, permanent position.
• Office-based working with the flexibility to work from home two days per week.
• Genuine flexibility and a good work-life balance.
• Company pension scheme.
• Enhanced annual leave and sick pay.
• Employee Assistance Programme.
• Formal and informal training with opportunities to develop specialist knowledge.
• Family-friendly working environment.
• On-site parking.
• Regular team socials and employee events.
• Supportive and welcoming working environment.

This is a great opportunity for an experienced Client Manager to manage a varied portfolio, lead a team and deliver high-quality accountancy services.