Client Manager

Autograph Specialist Recruitment; Gloucester; On-site; GBP 41,000 - 50,000; Full time

Job summary

Autograph Specialist Recruitment is seeking an experienced Client Manager to take over an established client portfolio from a Clifton-based practice. You will work with Partners and the wider team, delivering high-level client service and proactive advisory to owner-managed businesses and individuals.

You will review year-end accounts, oversee management accounts preparation, and liaise with the tax team to provide guidance on accounting and tax matters.

Qualifications

• ACA or ACCA qualification required or QBE considered.
• Experience managing a portfolio of clients within an accountancy practice.
• Strong technical knowledge of accounts preparation and corporation tax.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience reviewing junior staff work and providing guidance.
• Knowledge of cloud accounting software such as Xero and QuickBooks advantageous.

Responsibilities

• Manage a portfolio of clients, acting as their main point of contact.
• Review year-end accounts and oversee the preparation of management accounts.
• Review corporation tax returns and liaise with the tax team as needed.
• Provide proactive advice and support to clients on accounting and business matters.
• Build and maintain strong, long-term client relationships.
• Manage workflow and ensure deadlines are met.
• Support and mentor junior team members.

Skills

Client portfolio management

Relationship-building

Accounts preparation knowledge

Communication excellence

Education

ACA/ACCA qualification

Tools

Xero

QuickBooks

Job description

Client Manager Bristol

Up to £45k DOE + flexible working + excellent benefits

Full-time ASAP start available

You will be joining an award-winning accountancy practice with a well-established office in Clifton, working as part of a friendly and supportive team. Due to a long-serving team member retiring, an exciting opportunity has arisen for an experienced Client Manager to take over an established and loyal portfolio of clients, with a full handover available to ensure a smooth transition.

This is an excellent opportunity for someone who enjoys building strong relationships, delivering exceptional client service and acting as a trusted advisor to owner-managed businesses and individuals. You'll work closely with Partners and the wider team, managing your own portfolio while supporting and developing junior members of staff.

The firm prides itself on its collaborative culture, excellent reputation and commitment to providing a high level of service to clients across a variety of sectors.

You will:

• Manage a portfolio of clients, acting as their main point of contact
• Review year-end accounts and oversee the preparation of management accounts
• Review corporation tax returns and liaise with the tax team where required
• Provide proactive advice and support to clients on a range of accounting and business matters
• Build and maintain strong, long-term relationships with clients
• Manage workflow and ensure deadlines are met
• Support, mentor and review the work of junior team members
• Work closely with Partners to identify opportunities to add value to clients
• Maintain high standards of client service and compliance

You will ideally have:

• ACA or ACCA qualification, although qualified by experience (QBE) candidates will also be considered
• Previous experience managing a portfolio of clients within an accountancy practice
• Strong technical knowledge of accounts preparation and corporation tax
• Excellent communication and relationship-building skills
• The ability to manage multiple priorities and work effectively to deadlines
• Experience reviewing the work of junior staff and providing support where needed
• Knowledge of cloud accounting software such as Xero and QuickBooks would be advantageous
• A proactive and client-focused approach