Overview
In this Client Manager role, you own a diverse client portfolio within a growing accountancy practice. You’ll review accounts and tax work while delivering strategic, advisory support to clients. You act as the main contact, building long-term relationships and guiding junior staff, all within a supportive, relationship-led culture. You’ll identify opportunities to grow the advisory footprint and contribute to the firm’s ongoing success.
Pay / Benefits
- competitive salary
- varied client portfolio
- clear progression opportunities
- supportive leadership
- positive working culture
Responsibilities
- Manage a portfolio of clients, handling accounting and tax matters efficiently
- Review statutory accounts, management accounts, VAT returns and tax returns
- Provide proactive budgeting, forecasting and financial performance guidance
- Serve as primary client contact and trusted adviser
- Supervise and develop junior team members; review their work
- Ensure compliance with UK accounting standards and tax legislation
- Identify opportunities to offer additional advisory services
- Support business development and onboarding of new clients
- Liaise with HMRC and other regulatory bodies when required
Key requirements
- ACA or ACCA qualified, or qualified by experience with strong practice background
- Minimum 4 to 5 years’ experience in an accountancy practice
- Proven experience managing a client portfolio
- Strong technical knowledge of UK accounting and tax regulations
- Confident in reviewing work and leading a team
- Excellent client-focused communication skills
- Strong organisational skills with ability to manage multiple deadlines
- Experience using cloud-based accounting software such as Xero, Sage or QuickBooks
- client-focused communication
- relationship-building
- team leadership and mentoring
- UK accounting and tax regulations
- statutory and management accounts
- VAT returns
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