Client Manager

Autograph Recruitment; Northam; On-site; GBP 52,000 - 70,000; Full time

Benefits offered by this job

Flexible working

Clear progression opportunities

On-site client visits

Job summary

Autograph Recruitment is seeking an experienced Client Manager to oversee a portfolio of clients across Devon and North Cornwall. You will conduct year-end meetings, provide advisory support, and ensure accurate accounts preparation and tax work, while mentoring junior staff.

This role offers flexible working arrangements and clear progression opportunities, with potential to lead a senior unit within the practice as you grow in responsibility and influence.

Qualifications

• ACA/ACCA qualified or qualified by experience (QBE).
• Currently working in an accountancy practice.
• Strong technical knowledge of accounts preparation and UK tax.
• Proven ability to manage client relationships effectively.
• Excellent communication and customer service skills.

Responsibilities

• Manage a portfolio of clients across Devon and North Cornwall.
• Conduct year-end meetings and provide proactive advisory support.
• Oversee accounts preparation and review, ensuring accuracy and compliance.
• Handle corporate and personal tax work.
• Review and finalise accounts for a variety of clients.
• Support and mentor junior staff, reviewing their work and providing guidance.
• Attend client premises as required to provide on-site support.
• Undertake ad-hoc duties to support the wider practice.

Skills

Client management

Communication skills

Tax knowledge

Accounts preparation

Education

ACA/ACCA or QBE

Job description

Job Title: Client Manager

Location: Launceston or Bideford

Job Type: Full-time

Salary: Commensurate with experience

Flexible Working: Flexible arrangements available

About the Company:

We are a fast-growing and progressive accountancy practice, providing a high-quality, added-value service to clients across Devon and North Cornwall. Due to continued expansion, we are seeking an experienced Client Manager to join our team.

Role Overview:

The Client Manager will be responsible for managing their own block of clients, delivering year-end and advisory meetings, reviewing and finalising accounts, and handling tax work. The role will also involve mentoring junior team members and undertaking various ad-hoc duties as required.

This is a fantastic opportunity for someone looking to progress, with potential to advance to a senior leadership role - including heading up one of our offices.

Key Responsibilities:

• Manage a portfolio of clients across Devon and North Cornwall
• Conduct year-end meetings and provide proactive advisory support
• Oversee accounts preparation and review, ensuring accuracy and compliance
• Handle corporate and personal tax work
• Review and finalise accounts for a variety of clients
• Support and mentor junior staff, reviewing their work and providing guidance
• Attend client premises as required to provide on-site support
• Undertake ad-hoc duties to support the wider practice

Requirements:

• ACA/ACCA qualified or qualified by experience (QBE)
• Currently working in an accountancy practice
• Strong technical knowledge of accounts preparation and UK tax
• Proven ability to manage client relationships effectively
• Excellent communication and customer service skills
• Willingness and ability to travel to client sites

What We Offer:

• Competitive salary commensurate with experience
• Flexible working arrangements
• Supportive and collaborative work environment
• Clear progression opportunities to senior management

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