Client Manager

SMarter Recruitment; Newcastle-under-Lyme; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading accountancy practice in Newcastle-under-Lyme is seeking an experienced Client Manager to manage a diverse client portfolio. The role offers opportunities for professional development, flexible working arrangements, and a supportive culture. Candidates should be ACA/ACCA qualified or qualified by experience in accountancy practice. Responsibilities include providing proactive support, managing client relationships, and mentoring juniors.

Benefits

Flexible working arrangements

Monthly team appreciation treats

Annual social events

Fully funded training

Qualifications

• Experience in accountancy practice with clients in various structures.
• Ability to provide high-quality service tailored to clients' needs.
• Strong interpersonal skills for effective communication.

Responsibilities

• Manage a diverse portfolio of clients including sole traders and partnerships.
• Provide proactive support and high service standards across various services.
• Mentor trainees and review accounts prepared by them.

Skills

Client relationship management

Communication skills

Time management

Proactive support

Education

ACA/ACCA qualifications or equivalent experience

Job description

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Client Manager - Practice Based | Up to £50,000 DOE | Newcastle-under-Lyme

We are seeking an experienced Client Manager to join our established accountancy practice. This position offers significant scope for progression and professional development. We welcome applications from individuals who are qualified by experience or hold ACA/ACCA qualifications. The role is based at our head office in Newcastle-under-Lyme.

• Flexible working arrangements, including the option for home working after qualifying period
• Monthly team appreciation treats and annual social events
• A friendly, supportive workplace culture where individuals are valued
• Fully funded continuing professional development and ongoing training
• Flexible working arrangements with core hours of 10:00 - 16:00, with the option to reduce to 10:00 - 15:00 on one day per week and to start as early as 08:00.

Role Overview

You will be responsible for a diverse portfolio of clients, including sole traders, partnerships and limited companies. The focus will be on providing proactive support and ensuring high standards of service delivery across accounts preparation, taxation and general accountancy services. You will develop and maintain client relationships, manage multiple engagements and contribute to the firms growth plans.

Main Responsibilities

• Manage your own client portfolio, providing comprehensive services tailored to each clients needs.
• Collaborate with the Directors and the wider team to ensure a high-quality, proactive service.
• Build and maintain long-term client relationships through effective communication and support.
• Prepare accounts for sole traders, partnerships and limited companies.
• Review accounts prepared by trainees, providing feedback and mentorship.
• Prepare personal and corporate tax returns and undertake basic tax planning.
• Organise and prioritise workload, coordinating with other managers to allocate resources effectively.
• Identify opportunities to broaden service offerings within existing client relationships.
• Report directly to Team Leaders and Directors as appropriate.

Candidate Profile

• Qualified by experience or ACA/ACCA qualified, with a background in accountancy practice covering accounts, tax and general practice services.
• Committed to delivering a high-quality service to clients.
• Strong interpersonal and communication skills, with the ability to liaise effectively with colleagues and clients.
• Sound commercial awareness and excellent time management skills.

If you are looking to advance your career within a supportive, professional environment at one of the regions leading firms of chartered accountants, we encourage you to apply.