Client Manager

Accountable-Recruitment

Chorley

On-site

GBP 35,000 - 55,000

Full time

27 hours ago
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Benefits offered by this job

Free onsite parking
23 days annual leave plus bank hols
Company pension

Job summary

Accountable-Recruitment is helping a growing Chorley-based accountancy practice appoint an experienced Client Manager to manage a diverse portfolio of clients.

You will own client relationships, coordinate year‑end work, prepare and review accounts and tax returns, supervise junior staff and work with the wider team to maintain high service standards. The role offers autonomy, development opportunities and a competitive salary depending on experience.

Qualifications

  • Experience in accountancy practice with client-facing focus.
  • Experience managing a portfolio of clients including sole traders and companies.
  • Strong year-end accounts preparation and review experience.
  • Comfortable presenting accounts to clients and business owners.
  • Experience supervising junior team members.

Responsibilities

  • Manage your own portfolio of clients including sole traders and limited companies.
  • Build and maintain long-term client relationships.
  • Plan monthly workloads aligned to year ends and deadlines.
  • Prepare and review year-end accounts and present to clients.
  • Complete Personal Tax Returns alongside client accounts.
  • Respond to client queries and meet deadlines.
  • Supervise and support junior team members.
  • Identify opportunities to provide additional client value.
  • Collaborate with the wider team to maintain high service standards.

Skills

Client management
Portfolio management
Year-end accounts
Tax returns
Supervision
Excel
Attention to detail
Organisational skills
Business owner communication

Tools

CCH software

Job description

Salary: GBP35000 - GBP55000 per annum

Looking to take the next step in your accountancy career with a growing firm where you can genuinely take ownership of your clients?

A well-established and expanding accountancy practice inChorleyis looking to appoint an experiencedClient Managerto join its team. You'll manage your own varied portfolio of clients, ranging from sole traders and partnerships through to limited companies, while playing an important role in supporting and developing the wider team.

This is a great opportunity for someone already working within accountancy practice who enjoys theclient-facing side of the roleand wants autonomy, variety and genuine scope to progress.

  • Managing your own portfolio of sole traders, partnerships and limited companies.
  • Building and maintaining strong, long-term relationships with clients.
  • Developing a thorough understanding of clients' businesses and how they operate.
  • Planning and managing monthly workloads in line with client year ends and internal deadlines.
  • Preparing and reviewing year-end accounts and presenting these to clients.
  • Completing Personal Tax Returns alongside the preparation of client accounts.
  • Responding to client queries and ensuring agreed deadlines and commitments are met.
  • Supervising and supporting junior members of the team to ensure work is completed accurately and on time.
  • Identifying opportunities to provide additional support and value to clients.
  • Working closely with the wider team to maintain a high standard of client service.
  • Previous experience working within anaccountancy practiceis essential.
  • Experience managing or taking significant responsibility for a portfolio of clients.
  • Strong year-end accounts preparation and review experience.
  • Comfortable dealing directly with business owners and presenting accounts to clients.
  • Personal Tax Return experience would be advantageous.
  • Previous experience supervising or reviewing the work of junior team members.
  • Knowledge ofCCH softwarewould be beneficial but is not essential.
  • Strong organisational skills with the ability to manage multiple deadlines and priorities.
  • Good attention to detail and a proactive, self-motivated approach.
  • Confident Excel and general IT skills.
  • Able to work effectively both independently and as part of a wider team.
  • Competitive salary dependent on experience and qualifications.
  • Free onsite parking.
  • 23 days annual leave plus bank holidays.
  • Company pension.
  • Supportive and friendly working environment.
  • Healthy approach to work-life balance.
  • Genuine opportunities for continued career development and progression.
  • The opportunity to join an ambitious, expanding practice that is continually investing in and improving the business.

This would suit an experiencedSenior Accountant, Client Manager or Portfolio Managerlooking for more ownership of their clients and the opportunity to progress within a growing Chorley-based practice.

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