Client Manager

Dickson O'Brien; Chester; On-site; GBP 52,000 - 78,000; Full time

Job summary

Dickson O'Brien, a UK-based accounting practice, seeks an experienced accountant to manage a portfolio of clients and support partners with complex accounts work. The role involves statutory and management accounts, VAT, and mentoring junior staff.

Applicants should hold ACA or ACCA qualifications and be proficient with Xero and Sage, with exposure to CCH Accounts Production. The position emphasizes delivering accurate financials and client service.

Qualifications

• Substantial accounting experience in practice, ideally UK-based, including statutory and management accounts.
• VAT and bookkeeping experience using Xero and Sage.
• Ability to support and mentor junior staff and manage client queries.

Responsibilities

• Prepare and complete Limited company accounts and tax computations.
• Use Xero and other accountancy software to perform key tasks.
• Support junior colleagues with queries, set assignments and review their work.
• Prepare management accounts and review VAT returns prepared by juniors.
• Serve as the main contact for your portfolio of clients and keep senior management informed of issues.
• Identify potential time overruns and suggest mitigation actions.
• Ensure review points are cleared and follow-up queries addressed until accounts are signed.
• Attend webinars and stay updated on technical developments.

Skills

Accounting

Client management

Team collaboration

Communication

Education

ACA/ACCA

Tools

Xero

Sage

CCH Accounts Production

Job description

The primary focus of the role will be both acting as principal contact for your own portfolio of clients and also supporting our team in a variety of areas, for example by tackling the more complex accounts work and assisting the partners various client-related tasks and special ad hoc assignments.

Your typical daily duties will include:

• preparation and completion of Limited company accounts and tax computations
• using Xero, and other accountancy software to complete key tasks
• supporting junior colleagues with queries, setting assignments and reviewing their work
• preparation of management accounts
• reviewing VAT returns prepared by junior colleagues
• dealing with ad hoc queries raised by clients
• being the point of contact for your portfolio of clients whilst working on their accounts
• keeping the senior management team informed of any issues that arise with the client
• raising any potential time overruns as they are identified, with suggestions to mitigate the issues
• responsibility for clearing review points and addressing any follow up queries until the date the accounts are signed
• maintain and develop technical ability by attending webinars and keeping abreast of technical development.

Assisting the partners on special project work such as business acquisitions and disposals

Person specifications

• All applicants must have substantial accounting experience in practice, ideally gained in a UK professional Firm, to include preparation of statutory and management accounts, VAT and bookkeeping (using Xero and Sage)
• A recognised accountancy qualification (ACA / ACCA)
• A strong team player who has the ability to work under minimal supervision, and work closely with the management team to drive projects forward.
• Be approachable to members of the accounts team.
• Clearly explain technical points to the accounts team.
• Must have a good amount of Limited company accounts experience.
• Ideally a proficient user of CCH Accounts Production, Sage and Xero