Client Manager

iMultiply; City of Edinburgh; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Hybrid working model

Flexible hours

Professional development opportunities

Diverse client projects

Job summary

iMultiply, Edinburgh-based accounting practice, seeks a Client Manager to oversee a client portfolio, ensuring accurate year-end accounts, corporation tax, and management accounts while maintaining strong relationships. You will review work, identify cross-selling opportunities, and support team collaboration, with a focus on compliance and profitability.

Ideal candidates will have 2+ years’ experience, be part-qualified or fully qualified, and proficient in Xero and add-ons.

Qualifications

• Minimum 2 years’ experience in accounting or finance.
• Part-qualified or fully qualified status.
• Knowledge of VAT procedures and compliance.
• Proficient with Xero and related add-ons (Dext, Futrli, EPOS).
• Strong Excel skills, including advanced functions and automation.
• Demonstrable ability to manage client relationships profitably.

Responsibilities

• Oversee a portfolio of clients, ensuring timely accounting needs.
• Prepare year-end accounts, corporation tax, and management accounts.
• Review work, identify cross-selling opportunities, and support team collaboration.
• Lead VAT returns and other compliance tasks as required.
• Maintain AML procedures and client relationship profitability.
• Engage in pre- and post-year-end meetings and pricing reviews.
• Attend client meetings and supervise workflow efficiency.

Skills

Client management

UK accounting standards

Advanced Excel

Process automation

Education

Part-qualified or fully qualified

Tools

IRIS

Xero

Dext

Futrli

EPOS

Job description

The Company

The company is an Edinburgh-based, independent practice providing accounting, tax, and advisory services to a varied client base, primarily small to medium businesses. It offers a supportive environment where professionals can develop their skills and advance their careers. The team typically manages hundreds of clients across different industries, focusing on quality and efficiency. The practice prioritises a culture of continuous improvement and excellence – many of the team have worked there for 5 years plus.

Edinburgh

The Role

As a Client Manager, you will oversee a portfolio of clients, ensuring their accounting needs are met accurately and promptly. Your role involves preparing year-end accounts, corporation tax returns, and management accounts, while maintaining strong client relationships. You will also be responsible for reviewing work, identifying new opportunities, and supporting team collaboration.

• Lead the preparation of year-end accounts on IRIS for clients with turnovers of £100k-£2m.
• Complete corporation tax and self-assessment returns for clients and directors.
• Review and peer assess quarterly, and annual accounts prepared by colleagues.
• Manage VAT returns and other compliance tasks as required.
• Act as the primary contact for designated clients, ensuring timely responses and profitability.
• Conduct pre- and post-year-end meetings, review pricing, identify cross-selling opportunities, and oversee workflow efficiency.
• Prepare management accounts within agreed timescales, attending client meetings when appropriate.
• Maintain Xero certification and leverage experience with add-ons like Dext, Futrli, and EPOS systems.
• Foster continuous process improvements and ensure AML procedures are followed.
• Undertake additional ad hoc tasks as directed by senior management.

The Ideal Candidate

You should be a motivated accounting professional with experience managing client portfolios and a strong grasp of UK accounting standards.

Mandatory

• Minimum 2 years’ practice or industry experience in accounting or finance roles.
• Part-qualified or fully qualified
• Knowledge of VAT procedures and compliance.
• Proficient with Xero and related add-ons (Dext, Futrli, EPOS).
• Strong Excel skills, including advanced functions and automation experience.
• Demonstrable ability to manage client relationships profitably and efficiently.

On Offer

The role provides a competitive salary ranging from £30,000 to £45,000, depending on experience. The organisation offers a supportive environment with opportunities for professional development, flexible working arrangements, and involvement in diverse client projects.

• Salary from £30,000 to £45,000.
• Hybrid working model, with flexible hours.
• Opportunities to develop skills with industry-standard software.
• Supportive team environment and ongoing training.
• Opportunities for growth within the practice.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’.