Client Manager

Butler Rose Ltd; Highburton; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

Butler Rose Ltd in Leeds is seeking a Client Manager to join our forward-thinking team. The role focuses on managing a client portfolio, delivering accounts, tax computations and advisory services with a strong emphasis on relationships and service quality.

Hybrid working in Leeds is offered, with opportunities to develop your professional skills within a collaborative, supportive culture. You will oversee billing, liaise with HMRC and banks, and play a key part in developing efficient processes

Qualifications

• Qualified ACA/ACCA/AAT with demonstrable accounting experience.
• Experience delivering accounts, tax computations and associated client service.

Responsibilities

• Manage a portfolio of clients, ensuring compliance and reporting deadlines are met.
• Prepare accounts, tax computations and personal tax returns for a varied client base.
• Provide financial, tax planning and business advice, identifying opportunities to add value.
• Build and maintain strong, long-term client relationships, including regular client meetings.
• Liaise with HMRC, banks and other external stakeholders as required.
• Review client work for accuracy, quality and professional presentation.
• Plan, delegate and oversee work across the team, supporting colleagues and trainees with their development.
• Identify opportunities to improve processes, efficiency and client service.
• Maintain accurate client records, risk assessments and workflow management systems.
• Support billing, debtor management and timely fee collection.
• Contribute to the wider development of the business and maintain your own professional development and CPD.

Skills

Analytical skills

Attention to detail

Time management

Problem solving

Commercial awareness

Education

ACA/ACCA/AAT Qualified

Tools

Sage

Sage 50

Xero

QuickBooks

Dext

AutoEntry

Iris Accountancy Suite

Job description

Client Manager

Leeds (Hybrid)

Salary up to £50,000 (DOE)

Butler Rose is supporting a well-established, independent firm of Chartered Accountants and Business Advisors in Leeds to recruit a Client Manager.

They are a well-established medium size firm and an established presence while maintaining a collaborative, close-knit culture. They provide a comprehensive range of accounting, audit and tax services to a diverse portfolio of owner-managed and family businesses across Yorkshire.

This is an excellent opportunity for a motivated accountant to develop long-term client relationships, take genuine ownership of their work and play an important role within a supportive one-team culture.

Role Requirements

• Manage a portfolio of clients, ensuring compliance and reporting deadlines are met.
• Prepare accounts, tax computations and personal tax returns for a varied client base.
• Provide financial, tax planning and business advice, identifying opportunities to add value.
• Build and maintain strong, long-term client relationships, including regular client meetings.
• Liaise with HMRC, banks and other external stakeholders as required.
• Review client work for accuracy, quality and professional presentation.
• Plan, delegate and oversee work across the team, supporting colleagues and trainees with their development.
• Identify opportunities to improve processes, efficiency and client service.
• Maintain accurate client records, risk assessments and workflow management systems.
• Support billing, debtor management and timely fee collection.
• Contribute to the wider development of the business and maintain your own professional development and CPD.

Personal Requirements

• ACA/ACCA/AAT Qualified
• Strong analytical skills and attention to detail.
• Good understanding of the fundamentals of accountancy principles and basic accountancy practices.
• Able to prioritise and manage time effectively.
• Strong knowledge of Microsoft Excel, Word, and Outlook.
• Strong Knowledge of Sage Business Cloud, and Sage 50, however further training and support will be provided.
• Knowledge of alternative software's such as Xero, QuickBooks, Dext & AutoEntry
• Fast and accurate data entry skills.
• Knowledge of Iris Accountancy Suite.
• Problem Solving Skills.
• A commercial awareness and understanding of how tasks & activities impact the business and clients.

This is an outstanding opportunity for the right individual to join this firm of choice.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.

Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.