Client Manager

Autograph Specialist Recruitment; Devon and Torbay; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Hybrid/flexible working

Job summary

Plymouth practice is seeking an experienced Client Manager to oversee a portfolio of SME and owner-managed clients, delivering high-quality accounts and tax services. The role involves preparing statutory accounts, corporation tax, and self-assessment, plus management accounts and advisory support.

Hybrid/flexible working is available, with opportunities for career development within a growing firm. You will mentor juniors and seek additional services for clients, ensuring timely delivery and

Qualifications

• Experience in an accountancy practice requiring independent client management.
• Strong technical accounts and tax knowledge.
• Excellent communication skills and ability to build relationships.
• Wamiliarity with client accounting and advisory services.

Responsibilities

• Manage a portfolio of SME and owner-managed clients.
• Prepare and review statutory accounts.
• Prepare Corporation Tax and Self-Assessment tax returns.
• Produce management accounts and provide financial information.
• Respond to client queries and provide day-to-day accounting support.
• Review bookkeeping and VAT work.
• Build and maintain strong client relationships.
• Review work produced by junior team members.
• Mentor junior colleagues.
• Identify opportunities for additional services and advice.
• Manage workload and deadlines.

Skills

Portfolio management

Client accounting

Tax knowledge

Communication skills

Client relationships

Education

ACCA/ACA

AAT

Job description

Client Manager Plymouth

Salary: £40,000 £55,000 DOE

An established and growing accountancy practice in Plymouth is looking for an experienced Client Manager to join their team.

This is a varied role with responsibility for managing a portfolio of clients and providing a high-quality accounts and tax service, while building strong, long-term client relationships.

The Role

• Managing a portfolio of SME and owner-managed business clients
• Preparing and reviewing statutory accounts
• Preparing Corporation Tax and Self-Assessment tax returns
• Producing management accounts and providing financial information to clients
• Dealing with client queries and providing day-to-day accounting support
• Reviewing bookkeeping and VAT work
• Building and maintaining strong client relationships
• Reviewing work produced by junior members of the team
• Supporting and mentoring more junior colleagues
• Identifying opportunities to provide additional services and advice
• Managing your own workload and ensuring deadlines are met

About You

The successful candidate will have solid, recent experience within an accountancy practice and be confident managing a portfolio of clients independently.

You will ideally be AAT, ACCA or ACA qualified or part-qualified, although relevant experience will also be considered.

You should have strong technical accounts and tax knowledge, excellent communication skills and a genuine interest in developing strong client relationships.

What's on Offer

• £40,000 £55,000 salary, depending on experience
• A varied Client Manager position within a growing practice
• Strong client exposure and responsibility
• Supportive team environment
• Excellent opportunities for career development
• Hybrid/flexible working available

If you re an experienced practice professional looking for your next step in Plymouth, we d love to hear from you.