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.