Client Manager

Client Manager (Accountant)

Location: Waterlooville, Hampshire

Contract Type: Permanent

Hours: Full-time (36.5 hours per week)

Working Pattern: Office-based with 2 days working from home available

Salary: £53,500 - £58,000

The Opportunity

Our client is a rapidly growing, forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses. They pride themselves on fostering a collaborative, supportive culture where learning, development and teamwork are at the heart of everything they do.

This is an excellent opportunity for an experienced accountant who enjoys managing client relationships, leading a team, and delivering high-quality accountancy and advisory services.

The Role

As a Client Manager, you will manage your own portfolio of clients while leading a small team of accountants, providing technical guidance, mentoring, and ensuring exceptional client service.

Key Responsibilities

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• Manage the preparation, review and submission of statutory accounts and tax returns for:\n
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  • Sole Traders
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  • Partnerships
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  • Limited Companies
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• Maintain responsibility for your own portfolio of clients.
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• Review and check work completed by junior team members.
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• Supervise, mentor and develop a small accounting team.
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• Manage workloads to ensure all statutory deadlines are met.
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• Provide technical support and constructive feedback to team members.
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• Assist with planning and monitoring team performance, including KPIs and timesheets.
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• Build strong relationships with clients through regular communication by phone, email and meetings.
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• Onboard new clients and support their transition into the business.
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• Advise clients on tax planning and tax efficiency.
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• Provide business advisory support, including:\n
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  • Cash flow forecasting
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  • Budgeting
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  • Pricing guidance
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• Prepare, review and complete bookkeeping, VAT returns and CIS where required.
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• Conduct year-end client meetings.
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• Carry out client fee reviews.
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• Maintain accurate electronic records and client documentation.
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• Liaise with HMRC and Companies House to resolve client queries.
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• Deliver bookkeeping or accounting training to clients where appropriate.
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• Maintain Continuing Professional Development (CPD).
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• Attend networking events when required.
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Requirements

Essential

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• ACCA, ACA or equivalent fully qualified accountant.
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• Minimum 5 years' experience working within an accountancy practice.
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• Strong experience managing a varied portfolio of clients.
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• Able to independently prepare and review:\n
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  • Statutory accounts
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  • Corporation Tax returns
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  • Self Assessment Tax Returns
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• Experience working with:\n
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  • Sole Traders
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  • Partnerships
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  • Limited Companies
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• Strong tax knowledge with the ability to advise clients.
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• Previous experience supervising or mentoring junior staff.
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• Experience using:\n
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  • Xero
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  • QuickBooks
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  • Dext
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  • FreeAgent
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• Strong Microsoft Office skills, particularly Excel and Word.
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Skills & Attributes

The successful candidate will:

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• Be highly organised with excellent time management skills.
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• Be able to prioritise workloads and meet deadlines.
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• Have excellent written and verbal communication skills.
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• Be confident explaining complex financial information in a simple manner.
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• Enjoy building long-term client relationships.
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• Take a proactive and solutions-focused approach.
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• Be committed to continuous learning and professional development.
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• Have a collaborative and supportive management style.
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• Take pride in delivering exceptional client service.
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Benefits

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• Competitive salary of £53,500 - £58,000
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• Hybrid working (2 days working from home)
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• Opportunity to join a growing and ambitious accountancy practice.
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• Supportive and collaborative team environment.
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• Ongoing professional development and training.
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• Genuine opportunities for career progression.
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