Client Manager

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

Benefits offered by this job

Company pension

25 days annual leave + bank holidays

Extra leave up to 30 days

Christmas closure

Job summary

Michael Page International Recruitment Limited is hiring in Bolton for a client manager to lead a portfolio of established clients. You will develop the accounts team, deliver statutory and management accounts, and advise on tax matters while modernising the practice.

Minimum ACCA/ACA with general practice experience is required. The role emphasizes client relationships, technical accounting knowledge, and the opportunity to drive advisory services within a growing firm.

Qualifications

• Minimum ACCA/ACA qualification with general practice experience.
• Strong technical knowledge in accounts preparation and taxation.
• Good understanding of personal tax.
• FRS 102 reporting standards knowledge.
• Excellent leadership and ability to manage staff and review work.
• Strong communication and client relationship skills.
• Commercial mindset and proactive approach.
• Experience managing a portfolio of clients.
• Experience with cloud accounting (Xero) and related tools.

Responsibilities

• Manage a portfolio of well-established clients from planning to delivery.
• Provide statutory and management accounts, tax computations, and VAT returns.
• Lead and develop the accounts team, ensuring high service standards.
• Identify advisory opportunities and support business development.
• Ensure compliance delivery and monitor deadlines across client work.

Skills

Client relationship management

Leadership

Communication

Organisation

Commercial awareness

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.

Description

• 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.