Client Manager

Salem Area Chamber of Commerce; Sandbach; On-site; GBP 40,000 - 55,000; Full time

Job summary

An established industry player is seeking a skilled Client Manager to lead a diverse portfolio of clients. This role is pivotal in delivering high-quality financial services while supporting clients through their digital transformation journey. You will leverage your expertise in cloud-based accounting and tax regulations to ensure compliance and operational excellence. The firm offers a competitive salary and flexible working options, fostering a supportive environment for professional growth. If you are passionate about client relationships and financial advisory, this opportunity is perfect for you.

Benefits

Flexible Working Options

Professional Development Opportunities

Collaborative Work Environment

Pension Plan

Qualifications

• Experience in managing client portfolios within an accountancy practice.
• Proficient in cloud-based accounting software and tax regulations.

Responsibilities

• Manage a portfolio of clients, overseeing their accounting and tax needs.
• Provide expert financial advice and ensure compliance with regulations.

Skills

Client Portfolio Management

Cloud-Based Accounting Software (Xero, QuickBooks)

VAT and Corporation Tax Knowledge

Communication Skills

Problem-Solving Skills

Education

Qualified or Part-Qualified Accountant (ACA, ACCA, or equivalent)

Tools

Xero

QuickBooks

Job description

Client Manager | Sandbach, Cheshire | Full Time | £40,000- £55,000 (negotiable dependent on experience)

Our client is a forward-thinking accountancy firm dedicated to delivering high-quality financial and tax services while embracing digital transformation. With a strong focus on cloud-based accounting, they support a diverse client base, ensuring efficiency, accuracy, and compliance in all financial matters.

They are looking for an experienced Client Manager to oversee a portfolio of clients, managing their accounting, VAT, and corporation tax requirements. This role involves working closely with businesses to provide expert financial advice, ensuring compliance, and supporting clients through their digitalisation journey. The successful candidate will play a key role in maintaining strong client relationships and driving operational excellence.

Are you the right person for the job?

• Qualified or part-qualified accountant (ACA, ACCA, or equivalent)
• Strong experience in managing client portfolios within an accountancy practice
• Proficiency in cloud-based accounting software such as Xero or QuickBooks
• Solid understanding of VAT and corporation tax regulations
• Excellent communication and relationship management skills
• Ability to work independently while contributing to a collaborative team environment
• Strong problem-solving skills and a proactive approach to client support
  
  

What will your role look like?

• Manage a portfolio of clients, overseeing their accounting, VAT, and corporation tax needs
• Provide expert financial advice and ensure compliance with relevant regulations
• Support clients with cloud-based accounting systems and digital transformation
• Prepare and review financial statements, tax returns, and VAT submissions
• Liaise with HMRC and other regulatory bodies as required
• Identify opportunities for business development and enhanced client services
• Supervise and mentor junior team members, ensuring high standards of work
  
  

What can you expect in return?

• Competitive salary: £40,000- £55,000 (negotiable dependent on experience)
• Flexible working options
• Opportunities for professional development and career growth
• Supportive and collaborative work environment
• Full package discussed upon interview
• Pension
  
  

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