Client Manager

Rosslyn Associates Limited; Penicuik; Hybrid; GBP 30,000 - 44,000; Full time

Job summary

A leading company in Edinburgh is seeking a Client Manager to manage client portfolios, ensuring high-quality service delivery. The role involves maintaining client relationships, reviewing accounts, and identifying additional service opportunities. The ideal candidate will have strong communication skills and a background in accountancy, with a desire to grow professionally.

Benefits

Flexible hours

Professional development opportunities

Generous holiday allowance

Casual dress

Qualifications

• Minimum of two years’ experience in an accountancy role.
• Comfortable speaking with clients and explaining financial matters clearly.

Responsibilities

• Manage a portfolio of clients and act as their main point of contact.
• Review statutory accounts and oversee tax compliance.
• Collaborate with the team to meet deadlines and support business goals.

Skills

Communication

IT Skills

Attention to Detail

Education

Accountancy Qualification

Tools

Xero

FreeAgent

Job description

2 days ago Be among the first 25 applicants

Location: Edinburgh (with hybrid working available)

Salary: £30,000 to £44,000, depending on experience

At Rosslyn Associates, we’re a team of accountants, chartered tax advisors and business advisors. We specialise in supporting small and medium-sized businesses, particularly in the trades sector, by providing the financial guidance and insight they need to grow and succeed.

We’re known for building strong client relationships, delivering high-quality work, and taking a proactive approach to solving problems. As we continue to grow, we’re looking for a Client Manager to join our team.

The Role

You will be responsible for managing a portfolio of clients, acting as their main point of contact, and ensuring we deliver work to a high standard. Key responsibilities include:

• Managing client relationships and maintaining regular communication

• Reviewing statutory accounts and overseeing tax compliance

• Identifying areas where clients could benefit from additional support or services

• Collaborating with the wider team to meet deadlines and support business goals

• Taking a proactive approach to improving internal systems and client processes

What We’re Looking For

• A minimum of two years’ experience in an accountancy role

• Comfortable speaking with clients and explaining financial matters clearly

• Strong IT and communication skills

• Experience with Xero, FreeAgent or similar software (preferred)

• A high level of attention to detail and a consistent, reliable work ethic

• A desire to grow and develop within the profession, whether in tax, business advisory or both

What We Offer

• Competitive salary from £30,000 to £44,000, depending on experience

• Hybrid working and flexible hours

• Clear opportunities for progression and professional development

• A supportive and collaborative working environment

• Casual dress and generous holiday allowance

If you’re looking for a role where you can take ownership of your work, build strong client relationships, and continue developing professionally, we’d like to hear from you.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Accounting

Referrals increase your chances of interviewing at Rosslyn Associates Limited by 2x

Sign in to set job alerts for “Client Manager” roles.

Edinburgh, Scotland, United Kingdom 1 day ago

Manager - Employment Tax - London/Manchester/Scotland

Edinburgh, Scotland, United Kingdom 5 days ago

Edinburgh, Scotland, United Kingdom 2 weeks ago

Customer and Trading Manager - Convenience

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 4 months ago

Cloud Operations Manager (Azure, Terraform) - Glasgow / Edinburgh Hybrid - 75K

Edinburgh, Scotland, United Kingdom 6 days ago

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 21 hours ago

Edinburgh, Scotland, United Kingdom 1 month ago

Edinburgh, Scotland, United Kingdom 6 days ago

Blackburn, Scotland, United Kingdom 2 weeks ago

Edinburgh, Scotland, United Kingdom 6 days ago

Edinburgh, Scotland, United Kingdom 1 day ago

Edinburgh, Scotland, United Kingdom 3 hours ago

Edinburgh, Scotland, United Kingdom 1 day ago

Edinburgh, Scotland, United Kingdom 2 hours ago

Edinburgh, Scotland, United Kingdom 1 day ago

Edinburgh, Scotland, United Kingdom 23 hours ago

Edinburgh, Scotland, United Kingdom 18 hours ago

Senior Consultant - Wealth & Asset Management, Business Transformation

Edinburgh, Scotland, United Kingdom 1 week ago

Technical Analyst - Manager - Payments - Financial Services

Edinburgh, Scotland, United Kingdom 2 weeks ago

Workplace Investment Proposition Manager

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 2 weeks ago

Graduate Construction Project Managers ( Consulting) - Summer / Autumn 2025 starts

Edinburgh, Scotland, United Kingdom 2 weeks ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 6 days ago

Livingston, Scotland, United Kingdom 1 month ago

Aberdour, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 2 weeks ago

Field Sales Consultant - Self-employed (commission-only)

Glenrothes, Scotland, United Kingdom 2 days ago

Account Manager - North England & Scotland (Jewelry)

Edinburgh, Scotland, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.