Accounting Client Manager

Robert Walters UK; Hatching Green; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading recruitment firm in the UK is seeking an experienced Accounting Client Manager to manage a diverse portfolio of clients. The role involves reviewing financial information, guiding tax planning, and leading a team to deliver high-quality work. The ideal candidate will have strong tax knowledge and experience managing both offshore and onshore teams, along with relevant qualifications. This position offers a dynamic work environment focused on client relationships.

Responsibilities

• Manage and build relationships with a dedicated client portfolio.
• Review year-end accounts and financial statements before presentation.
• Guide tax planning to support client goals.
• Oversee offshore team members and ensure deadlines are met.
• Maintain high standards across client files and documentation.

Skills

Reviewing accounts and management information

Interpreting financial data

Planning tax matters

Proactive client communication

Managing offshore and onshore teams

Understanding UK and UAE tax frameworks

Awareness of property-related tax rules

Education

Part qualified or finalist (ACCA, ACA or equivalent)

Job description

We're looking for an Accounting Client Manager to take ownership of a varied client portfolio and help deliver clear, reliable advice. The role suits someone who enjoys working closely with business owners, spotting opportunities in the numbers, and supporting a team to produce high-quality work.

This role focuses on managing a portfolio of clients, overseeing the delivery of high-quality accounting and advisory work, and helping clients make informed decisions. You'll review financial information, guide tax planning, develop strong client relationships, and support both offshore and onshore team members to ensure a smooth and efficient workflow. It's a hands‑on position with a mix of technical review, client interaction, and team leadership.

Key Responsibilities

Client Management

• Act as the main point of contact for a dedicated portfolio of clients.
• Build strong relationships and stay proactive in understanding their commercial needs.
• Identify opportunities for clients to improve profitability, cash flow, and overall business performance.

Accounts and Tax Review

• Review year‑end accounts, management accounts, and financial statements before client presentation.
• Spot trends, risks, and opportunities within financial data and discuss these clearly with clients.
• Develop tax plans that support clients' goals while ensuring compliance with current legislation.
• Review corporate and personal tax positions, making sure all filings are accurate and timely.

Team Leadership

• Oversee offshore team members and allocate work to ensure deadlines are met.
• Support and coach junior onshore staff, helping them develop their technical skills and confidence.
• Monitor workflow, quality and consistency across the team.

Process & Quality Management

• Maintain high standards across client files, including documentation and workpapers.
• Help improve internal processes and suggest ways to streamline how the team works.
• Ensure compliance with accounting standards and internal quality controls.

Essential Skills

• Strong experience reviewing accounts and management information.
• Ability to interpret financial data and identify growth opportunities for clients.
• Confident reviewing and planning tax matters, with good working knowledge of compliance requirements.
• Proactive approach to client communication and relationship management.
• Experience managing both offshore and onshore teams.
• Understanding of UK and UAE tax frameworks.
• Awareness of property-related tax rules, such as rental income, capital allowances, and disposals.

Qualifications

• Part qualified or finalist (ACCA, ACA or equivalent).

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates