Client Accounts Manager & Advisory Specialist

Sumer; Melrose; On-site; GBP 45,000 - 70,000; Full time

Job summary

Jobtailor is seeking an experienced client adviser in the UK to lead accounting, taxation, and advisory services for a diverse client base. You will foster trust, deliver timely financial solutions, and mentor junior staff while maintaining high compliance standards.

Ideal candidates are professionally qualified in accounting or tax, with solid practice experience and proficiency in accounting software, aiming to add value through proactive client collaboration.

Qualifications

• Part or fully qualified in a professional accountancy and/or tax qualification.
• Solid experience within a similar role within an accountancy practice.
• Strong working knowledge of accounting principles, taxation and financial management.
• Proficient in accounting and tax software.

Responsibilities

• Build strong and lasting relationships with a diverse portfolio of clients.
• Understand client goals and challenges, proactively offering solutions that add value.
• Organise and attend client meetings to understand client needs.
• Oversee client accounts, ensuring accuracy, compliance and timely delivery of services.
• Prepare and review annual accounts, tax returns, and one-off advisory projects.
• Support and mentor junior team members.
• Provide accounting, tax, planning, and advisory services as a trusted client advisor.

Skills

Communication

Team Collaboration

Mentoring

Problem Solving

Client Trust Building

Education

Professional Accountancy Qualification

Tax Qualification

Tools

Accounting Software

Tax Software

Compliance Management

Accounting

Tax Preparation

Financial Planning

Advisory Services

Job description

Jobtailor is seeking an experienced client adviser in the UK to lead accounting, taxation, and advisory services for a diverse client base. You will foster trust, deliver timely financial solutions, and mentor junior staff while maintaining high compliance standards.

Ideal candidates are professionally qualified in accounting or tax, with solid practice experience and proficiency in accounting software, aiming to add value through proactive client collaboration.