Client Manager

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

Job summary

Butler Rose is recruiting a Client Manager for a well-established Leeds firm of Chartered Accountants and Business Advisors. You will manage a portfolio, prepare accounts and tax computations, and provide business advice in a collaborative environment.

The role offers hybrid working in Leeds, with emphasis on client relationships, compliance and timely delivery, and there will be interaction with HMRC and external stakeholders.

Qualifications

• ACA/ACCA/AAT Qualified
• Strong analytical skills and attention to detail
• Good understanding of accountancy principles

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
• 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 CPD

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.