Client Manager

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:

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• Preparing year-end accounts for a portfolio of limited companies, partnerships and sole traders.
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• Preparing corporation tax and self-assessment tax returns.
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• Reviewing annual accounts prepared by colleagues.
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• Reviewing VAT returns where required.
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• Preparing management accounts and discussing the results with clients.
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• Acting as the main point of contact for your client portfolio, providing advice and responding to queries.
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• Holding year-end planning and sign-off meetings with clients.
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• Managing deadlines and ensuring work is completed accurately and on time.
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• Reviewing client fees and agreeing additional work where appropriate.
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• Identifying opportunities to provide additional services to clients.
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• Completing Anti-Money Laundering (AML) requirements for your client portfolio.
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• Contributing to continuous improvement across the practice.
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About You

We're looking for someone who has:

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• Previous experience working as a Client Manager or Senior Accountant within an Accountancy Practice.
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• Strong experience preparing statutory accounts and tax returns.
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• Excellent client relationship and communication skills.
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• The ability to manage a portfolio of clients independently.
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• Experience using cloud accounting software, particularly Xero.
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• Experience with Xero add-ons such as Dext, Futrli or EPOS integrations would be advantageous.
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• Excellent organisational skills and the ability to manage multiple deadlines.
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• A proactive approach with a genuine passion for delivering excellent client service.
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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.