Client Manager

Office Angels; East Grinstead; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Performance bonus

Annual leave

Bank holidays

Pension scheme

Private medical insurance

Group life insurance

CPD support

Job summary

Office Angels is seeking a proactive Client Manager in East Grinstead to own a portfolio of clients, building strong relationships and delivering a range of accounting and taxation services with autonomy.

The role focuses on managing client needs from enquiry to completion, with opportunities to advise and add value while working closely with the team in a supportive environment.

Qualifications

• ACA (ICAEW) or ACCA qualified (or equivalent)
• Proven accountancy practice experience
• Experience preparing accounts and tax returns across client types
• Excellent communication and interpersonal skills
• Located within reasonable commuting distance of East Grinstead

Responsibilities

• Managing a portfolio of clients and serving as their primary point of contact
• Preparing sole trader, partnership and limited company accounts
• Preparing self-assessment, partnership and corporation tax returns
• Liaising with HMRC and other third parties as required
• Reviewing client records and providing accounting and tax guidance

Skills

ACA/ACCA qualified

Accountancy practice experience

Client portfolio management

Accounts & tax returns

Communication skills

Located near East Grinstead

Team collaboration

Professional & client-focused

Education

ACA/ACCA qualification

Tools

CCH

Sage

Xero

Job description

Client Manager

Location: East Grinstead, West Sussex
Salary: 45,000 - 60,000 + Bonus

Benefits:

• performance related bonus


• 25 days annual leave plus bank holidays


• employer contribution pension scheme


• private medical insurance


• group life insurance scheme plus full CPD support and ongoing professional development

About the Opportunity

An established and highly regarded accountancy practice is seeking an experienced and client-focused Client Manager to join its team in East Grinstead.

This is an excellent opportunity for a qualified accountant looking to take ownership of a varied client portfolio while building long-term relationships and acting as a trusted adviser.

The successful candidate will enjoy a high degree of autonomy, taking responsibility for managing client relationships and delivering a wide range of accounting and taxation services.

Key Responsibilities

• Managing a portfolio of clients and serving as their primary point of contact


• Preparing sole trader, partnership and limited company accounts


• Preparing self-assessment tax returns


• Preparing partnership tax returns


• Preparing corporation tax returns


• Reviewing client records and providing accounting and tax guidance


• Building and maintaining strong client relationships


• Liaising with HMRC and other third parties where required


• Managing deadlines and ensuring compliance with relevant regulations


• Identifying opportunities to provide additional support and value to clients

About You

We are looking for a proactive and personable accountant who is comfortable working independently and managing client relationships from initial enquiry through to completion.

Essential Requirements

• ACA (ICAEW) or ACCA qualified (or equivalent)


• Proven and accomplished accountancy practice experience


• Strong general practice background


• Experience preparing accounts and tax returns across a range of client types


• Excellent communication and interpersonal skills


• Ability to manage a client portfolio with minimal supervision


• Professional, organised and client-focused approach


• Located within a reasonable commuting distance of East Grinstead


• Knowledge of CCH, Sage and Xero


• Experience managing a varied client portfolio

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.