Client Manager

Sheridan Maine (Midlands); High Wycombe; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Career progression

Job summary

Sheridan Maine is partnering with a well-established accountancy practice in High Wycombe to recruit an experienced Client Manager. You will manage a diverse client portfolio, delivering high-quality accounting and advisory services while acting as the main contact for clients.

With a minimum of 2 years' practice experience and strong technical knowledge, you will review accounts, prepare tax returns, and identify opportunities to add value for clients.

Qualifications

• Minimum of 2 years' experience in an accountancy practice.
• Strong technical knowledge in accounts and tax.
• Excellent client relationship skills and communication.

Responsibilities

• Manage a varied portfolio of clients from owner-managed businesses to SMEs.
• Prepare and review statutory accounts and management accounts.
• Prepare corporation and personal tax returns.
• Provide practical accounting and financial advice to clients.
• Build and maintain long-term client relationships and oversee deadlines.

Skills

Portfolio management

Client relationships

Accounting knowledge

Tax knowledge

Communication

Education

AAT/ACCA/ACA qualification

Tools

Sage

Xero

IRIS

Job description

Client Manager |High Wycombe | Accountancy Practice

“A fiduciary standard means, basically, put the interests of the client first. No excuses\" Period. John C. Bogle

Sheridan Maine is partnering with a well-established accountancy practice in High Wycombe to recruit an experienced Client Manager to join its growing team.

This is an excellent opportunity for a qualified or part-qualified accountant with strong practice experience who enjoys building trusted client relationships and taking ownership of a varied portfolio.

The Role

As Client Manager, you will manage a portfolio of clients, providing a high-quality accounting and advisory service while acting as a key point of contact. You will work closely with clients to understand their needs, deliver accurate and timely accounts and identify opportunities to support their wider business goals.

Key responsibilities will include:

• Managing a varied portfolio of clients, from owner-managed businesses to SMEs.


• Preparing and reviewing statutory accounts and management accounts.


• Preparing corporation tax and personal tax returns.


• Providing clients with practical accounting and financial advice.


• Building and maintaining strong, long-term client relationships.


• Overseeing deadlines and ensuring work is completed accurately and efficiently.


• Reviewing work prepared by junior members of the team and providing guidance where required.


• Supporting the development of junior colleagues.


• Identifying opportunities to provide additional services and add value for clients.

About You

We are looking for someone with a minimum of 2 years' experience working within an accountancy practice, together with strong technical knowledge and excellent client relationship skills.

You will ideally have:

• Practice-based accounting experience.


• Experience managing a portfolio of clients.


• Strong knowledge of accounts and tax.


• Excellent communication and relationship-building skills.


• The ability to manage your own workload and meet deadlines.


• A proactive, commercial and client-focused approach.


• AAT, ACA or ACCA qualification, or be part-qualified/studying towards a relevant qualification.

What's on Offer?

This is a great opportunity to join a professional and supportive accountancy practice where you can continue to develop your career while working closely with a diverse range of clients.

In return, you can expect a competitive salary and benefits package, together with opportunities for professional development and progression.

You are required to be eligible to work in the UK full time without restriction.