Client Manager

Michael Page; Bolton; On-site; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Company pension

25 days annual leave

Bank holidays

Additional leave days based on senior-

Buy up to 5 extra days of annual leave

Job summary

Michael Page in Bolton is seeking a Client Manager to oversee a portfolio of established clients, lead the accounts team, and drive the modernisation of the practice. You will manage from planning through delivery, including statutory and management accounts, tax computations, and VAT, while mentoring junior staff and expanding advisory opportunities.

The role requires ACCA/ACA qualification with strong tax and accounts experience, excellent communication, and a proactive leadership style.

Qualifications

• ACCA/ACA qualified with general practice experience.
• Strong technical knowledge across accounts and taxation.
• Excellent client relationship management and communication skills.

Responsibilities

• Provide excellent service and business advice for a portfolio of clients.
• Lead and develop the accounts team and oversee delivery from planning to final client delivery.
• Support with complex client accounting matters and tax computations including VAT.
• Lead on project management and process improvements across the practice.
• Onboard new clients and identify growth opportunities within the practice.
• Attend and conduct client meetings as required.

Skills

Client relationship management

Leadership

Communication

Education

ACCA/ACA qualified

Tools

Xero

Dext

CCH

Job description

Join a growing firm in Bolton as a client manager and take responsibility for managing a portfolio of well established clients, leading and developing the accounts team, and supporting the ongoing development and modernisation of the practice.

Client Details

Established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. The collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.

Key responsibilities of the Client Manager:

• Provide excellent service, support and business advice in a proactive manner for a well-established portfolio of limited company clients
• Build strong client relationships and identify new advisory opportunities.
• Support Portfolio Managers with more technically complex client accounting matters and help excel the team through training and leadership
• Take a lead role in managing client assignments for your the portfolio from the planning stage all the way through to delivery to client; including statutory and management accounts, corporation tax, personal tax and VAT computations and returns
• Analyse financial information to provide specialised tailored advisory services to clients
• Oversee compliance delivery and monitor deadlines for all your client portfolio jobs, including accounts, VAT, tax returns, CS01's etc
• Manage, lead, develop and monitor performance of a team of senior and junior members to ensure standards, compliance and service are maintained
• Provide advice to clients regarding tax planning including remuneration strategy, pension contributions, capital assets etc
• Liaise with credit control department to ensure services are provided, billed and our credit control policy is adhered to
• Liaise with personal tax manager on self assessment preparation for your portfolio of clients as well as with the wider tax specialist team on specific client tax matters
• Support implementation of new technologies and working practices
• Lead on project management such as process improvements and standardisation across the practice
• Involvement with business development initiatives
• Support onboarding of new clients and identify growth opportunities within the practice
• Attend and conduct client meetings when required
• Set and maintain the highest standard of quality to all clients
• Set an example for the team as a natural leader

Profile

• Minimum ACCA/ACA qualified with experience within a general practice
• Strong all-round technical knowledge across accounts preparation and taxation
• Good understanding of personal tax
• Strong technical knowledge of FRS 102 reporting standards
• Strong organisational and leadership capability; managing staff and reviewing work
• Excellent communication and client relationship management skills
• A proactive and commercially minded approach
• Proven experience of managing own portfolio of clients
• Experience of using cloud accounting software (Xero essential) and knowledge of accounting support software (examples: Dext, CCH etc)
• Can do attitude with exceptional communication and organisational skills
• A compassionate leader, able to inspire and motivate junior members of the team and enthusiastic about developing and mentoring
• Passion for speaking to clients and to provide excellent customer service

Job Offer

• Salary ranging from £60,000 to £70,000, dependent on the level of experience.
• Company pension scheme.
• 25 days of annual leave plus bank holidays.
• Additional annual leave days based on seniority.
• Option to buy up to 5 extra days of annual leave, reaching a maximum of 30 days per year.
• Business closure over the Christmas period.