Client Account Manager

W Talent; Barnsley; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Technology-led environment

Autonomy in client relationships

Job summary

W Talent Finance is partnering with a well-established independent accountancy practice in Barnsley to hire a Client Account Manager. You will manage a portfolio of established clients, acting as the main contact for accounting and tax needs, building strong relationships with business owners and individuals.

The role offers autonomy to own client relationships, a modern technology-led environment, and a competitive salary around £45,000 plus benefits.

Qualifications

• Qualified or part-qualified ACA, ACCA, AAT or equivalent (strong practice experience considered).
• Minimum of 4 years' experience in a UK accountancy practice.
• Experience managing a portfolio of clients.
• Strong technical knowledge across accounts and taxation.
• Confident dealing directly with directors, business owners and individuals.
• Strong communication and relationship-building skills.
• Commercial and practical approach to client management.
• Independent work style with good organisational skills.

Responsibilities

• Manage a portfolio of established clients across sectors.
• Build and maintain long-term relationships with business owners and individuals.
• Act as the main point of contact for clients across their accounting and tax requirements.
• Prepare and review company accounts and financial statements.
• Prepare and review personal and corporation tax returns.
• Prepare management accounts and VAT returns.
• Provide clients with practical accounting and tax advice.
• Attend client meetings and develop a strong understanding of client businesses.
• Identify opportunities to provide additional services and support to clients.
• Take ownership of client relationships and the delivery of work.
• Supervise and support junior team members.

Skills

ACA/ACCA/AAT

Client portfolio management

Accounts & Taxation knowledge

Communication skills

Independent worker

Accounting software

Education

ACA/ACCA/AAT or equivalent

Tools

Accounting software

Job description

Client Account Manager

Barnsley

45,000 + Benefits

About the Company

W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.

We are partnering with a well-established, award-winning independent accountancy practice with a strong local reputation and a loyal client base.

The practice has built an excellent reputation over many years for delivering high-quality accounting and advisory services to businesses and individuals. It combines the personal service and close client relationships of an independent practice with a modern, technology-led approach to the way it operates.

The business has invested heavily in its systems and technology, allowing its team to work efficiently and spend more time focused on clients. It offers a professional but down-to-earth working environment, with direct access to senior leadership and the opportunity for experienced individuals to take real ownership of their client relationships.

This is an excellent opportunity to join a successful practice at an important stage of its continued development and succession planning.

The Role

As a Client Manager, you will take responsibility for a portfolio of established clients, acting as a trusted point of contact and providing a high-quality service across their accounting and tax requirements.

You will build strong, long-term relationships with business owners and individuals, understanding their circumstances and providing practical advice and support.

This is a genuinely client-facing position for an experienced practice accountant who enjoys working directly with clients and wants the autonomy to manage their own portfolio. You will work closely with the senior team and wider practice, while making full use of the firm's modern technology and systems.

Key Responsibilities

• Manage a portfolio of established clients across a range of sectors
• Build and maintain strong, long-term relationships with business owners and individuals
• Act as the main point of contact for clients across their accounting and tax requirements
• Prepare and review company accounts and financial statements
• Prepare and review personal and corporation tax returns
• Prepare management accounts and other financial information where required
• Complete and review VAT returns
• Provide clients with practical accounting and tax advice
• Attend client meetings and develop a strong understanding of individual client businesses
• Identify opportunities to provide additional services and support to clients
• Manage deadlines and ensure client work is completed accurately and efficiently
• Make effective use of accounting software and the firm's technology platforms
• Work closely with colleagues to ensure a consistent, high-quality client service
• Support and provide guidance to junior members of the team where required
• Take ownership of client relationships and the delivery of work
• Assist with general accountancy and advisory work as required

About You

• Qualified or part-qualified ACA, ACCA, AAT or equivalent, although strong relevant practice experience will also be considered
• Minimum of 4 years' experience within a UK accountancy practice environment
• Proven experience managing a portfolio of clients
• Strong technical knowledge across accounts and taxation
• Confident dealing directly with directors, business owners and individuals
• Strong communication and relationship-building skills
• Commercial and practical approach to client management
• Comfortable working independently and taking ownership of your workload
• Good understanding of modern accounting software and technology
• Strong attention to detail with excellent organisational skills
• Ability to manage multiple priorities and meet deadlines
• Proactive, self-motivated and professional in approach
• Strong commitment to delivering excellent client service
• Someone who enjoys working with clients and building relationships rather than simply processing accounts

What's on Offer

• Competitive salary of c. 45,000, depending on experience
• Opportunity to join a well-established, award-winning independent practice
• Strong and loyal existing client portfolio
• Genuine autonomy and responsibility for client relationships
• Modern, technology-led working environment
• Direct access to senior leadership
• Supportive and professional team environment
• Long-term career opportunity within an established and growing practice
• Opportunity to play an important role in the continued development and succession of the business