Client Manager

Butler Rose; Cambridgeshire and Peterborough; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

21 days' annual leave

Subsidised private healthcare

Pension scheme

Hybrid working

Mental health support

Regular social events

Job summary

Butler Rose is recruiting a Client Manager in St Ives (Hybrid) to manage a varied SME client portfolio, overseeing statutory accounts, Corporation Tax and Self-Assessment, with direct client contact and advisory work.

The role requires ACA/ACCA qualified or experienced part-qualified accountants, with strong client relationships and ownership from preparation through to completion. Hybrid working is offered.

Qualifications

• Experience in UK accountancy practice essential.
• ACA/ACCA qualified or equivalent; part-qualified with substantial practice experience considered.
• Proven experience preparing statutory accounts for SME clients.
• Strong UK tax compliance experience (Corporation Tax and Self-Assessment).
• Good knowledge of UK accounting standards and practice compliance requirements.
• Excellent client-facing communication and relationship-building.

Responsibilities

• Manage a portfolio of clients with high-quality service.
• Prepare and finalise year-end financial statements for SMEs.
• Prepare Corporation Tax computations and Self-Assessment returns.
• Provide proactive tax and advisory guidance to clients.
• Liaise with HMRC and authorities on behalf of clients.
• Identify opportunities to offer additional services to clients.
• Assist with bookkeeping queries and collaborate with the bookkeeping team.

Skills

Client management

UK tax compliance

Communication skills

Organisation

Deadline management

Education

ACA/ACCA or equivalent

Tools

CCH Accounts and Tax Production

Xero

Job description

Client Manager - Accountancy Practice
St Ives (Hybrid)
£30,000 - £40,000

Due to continued growth, an established accounting firm is seeking an experienced Client Manager to join its team. The role will involve managing a varied portfolio of small and medium-sized businesses and their owners, with responsibility for statutory accounts, Corporation Tax and Self-Assessment, alongside regular client contact and advisory work. This is a hands-on practice role suited to an ACA/ACCA qualified or experienced part-qualified accountant who enjoys building strong client relationships and taking ownership of their work from preparation through to completion.

Role Responsibilities

• Manage a portfolio of clients, providing a high-quality and responsive service.
• Prepare and finalise year-end financial statements for Limited Companies, LLPs, Partnerships and Sole Traders.
• Prepare Corporation Tax computations and returns.
• Prepare Self-Assessment Tax Returns for directors, business owners, partners and connected individuals.
• Provide clients with proactive advice on tax efficiency, accounting systems and regulatory compliance.
• Respond to client queries professionally via email, telephone and face-to-face meetings.
• Liaise with HMRC and other relevant authorities on behalf of clients.
• Identify opportunities to introduce additional services across the existing client base.
• Assist with bookkeeping queries and work alongside the bookkeeping team where required.
• Undertake ad-hoc assignments including management accounts, budgets and cashflow forecasts.
• Contribute to improving internal processes, technology and workflow systems.
• Ensure client files and workpapers are maintained to the required professional and practice standards.
• Keep up to date with changes to UK accounting standards, tax legislation and professional requirements.
• Support the Partners with wider practice matters and other reasonable assignments as required.

Personal Requirements

• Current or recent experience working within a UK accountancy practice is essential.
• Existing, unrestricted right to work in the UK is essential. Visa sponsorship is not available.
• ACA or ACCA qualified, or equivalent.
• Experienced part-qualified candidates with substantial relevant practice experience will also be considered.
• Proven experience preparing statutory accounts for a varied portfolio of SME clients.
• Strong UK tax compliance experience, including Corporation Tax and Self-Assessment.
• Good knowledge of UK accounting standards and practice compliance requirements.
• Strong client-facing and communication skills, with the ability to build lasting relationships with business owners and individuals.
• Highly organised, with the ability to manage competing deadlines and take ownership of a portfolio.
• Proactive and commercially aware, with an interest in identifying additional opportunities for clients and the practice.
• Experience with CCH Accounts and Tax Production would be advantageous but is not essential.
• Experience using Xero would be beneficial.

Benefits

• 21 days' annual leave, plus UK bank holidays.
• Subsidised private healthcare.
• Pension scheme.
• Hybrid working.
• Mental health and wellbeing support.
• Regular social events.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.