Client Manager

Adele Carr Recruitment Limited; Newcastle-under-Lyme; Hybrid; GBP 52,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Flexible working options

Time off in lieu (TOIL)

Buy or sell annual leave

Fully funded CPD and training

Life assurance and health plan

Cycle to Work scheme

Dress for your diary policy

Team social events and celebrations

Job summary

Adele Carr Recruitment Limited in Newcastle-under-Lyme is seeking a Client Manager to take ownership of an existing client portfolio and deliver a proactive service across accounts and tax.

You will work with directors and colleagues, mentor trainees, and help identify opportunities to provide additional services while benefiting from hybrid working and structured progression.

Qualifications

• ACA or ACCA qualified, or qualified by experience.
• Experience in a similar role within accountancy practice.
• Grounding in accounts preparation, tax and general practice services.
• Commercial awareness and organisational skills to manage a portfolio.

Responsibilities

• Managing your own client portfolio and coordinating the delivery of services
• Preparing year-end accounts and reviewing accounts files prepared by trainees
• Giving constructive feedback and mentoring junior colleagues
• Preparing personal tax returns and corporation tax computations, with some basic tax planning
• Working with directors and the wider team on client queries and projects
• Managing deadlines and coordinating resources with fellow managers
• Building lasting client relationships and identifying opportunities to provide additional services

Education

ACA/ACCA qualified

Job description

Client Manager

Newcastle-under-Lyme Circa £55k Hybrid working

You help clients plan their next move. What about yours?

You enjoy getting to know a business, understanding what its owners need and becoming the person they trust to help.

We're recruiting a Client Manager to join a growing firm of chartered accountants in Newcastle-under-Lyme. You'll take responsibility for an existing client portfolio, work closely with directors and colleagues, and deliver a proactive service across accounts, tax and wider practice work.

With structured growth plans in place, the firm offers opportunities to develop and progress if that's where you want to take your career.

What's in it for you?

• Competitive salary

• Hybrid working and flexible working options

• Time off in lieu (TOIL)

• Option to buy or sell annual leave

• Fully funded CPD and ongoing training

• Life assurance and BUPA CashPlan

• Cycle to Work scheme

• Dress for your diary policy

• Monthly team treats, a summer social and Christmas party

• A friendly, supportive team with opportunities to share knowledge and develop your skills

A portfolio you can take ownership of

Your clients will include sole traders, partnerships and limited companies across a range of industries. You'll coordinate their accounts and tax work, maintain regular contact and identify where further support would benefit their businesses.

Your responsibilities will include:

• Managing your own client portfolio and coordinating the delivery of services

• Preparing year-end accounts and reviewing accounts files prepared by trainees

• Giving constructive feedback and mentoring junior colleagues

• Preparing personal tax returns and corporation tax computations, with some basic tax planning

• Working with directors and the wider team on client queries and projects

• Managing deadlines and coordinating resources with fellow managers

• Building lasting client relationships and identifying opportunities to provide additional services

What you'll bring

You'll be ACA or ACCA qualified, or qualified by experience, with experience in a similar role within accountancy practice.

You'll have a strong grounding in accounts preparation, tax and general practice services, alongside the commercial awareness and organisational skills to manage a portfolio effectively.

Clear communication matters here: someone who keeps clients informed, supports colleagues and takes pride in seeing work through.