Client Manager

Workforce Staffing Ltd; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established accountancy firm is seeking a Manager to oversee client portfolios, ensuring accuracy in financial reporting and compliance. The ideal candidate will have at least 2 years' post-qualification experience and a professional qualification such as ACA or ACCA. Key responsibilities include reviewing financial statements and managing annual tax filings, while providing expert advice to clients. This role also offers competitive salary, holiday benefits, and opportunities for professional development.

Benefits

26 days holiday plus public holidays

Pension contributions exceeding the statutory minimum

Health plan benefits

Flexible working options

Free parking at the office

Ongoing training and professional development support

Qualifications

• Minimum 2 years’ post-qualification experience in practice.
• Proven experience managing your own portfolio of clients.
• Strong commitment to maintaining high-level technical knowledge.

Responsibilities

• Review company financial statements and sole trade accounts.
• Oversee corporation tax returns and ensure accuracy.
• Lead the management of client portfolios, acting as the primary point of contact.

Skills

Client portfolio management

Proficient in Microsoft Outlook, Word, and Excel

Strong interpersonal and communication skills

Analytical and problem-solving abilities

Education

Professional qualification (ACA, ACCA, or equivalent)

Tools

Xero

QuickBooks

Sage 50

Job description

Overview

Job Title: Manager

Team: Accounts Department

Location: Midlands Office

Job Type: Full Time

Competitive salary

26 days holiday plus public holidays

Pension contributions exceeding the statutory minimum

Health plan benefits

Flexible working options

Free parking at the office

Clear opportunities for progression within the firm

Ongoing training and professional development support

Written by: Louisa Morgan, Accountancy and Finance Recruiter

Supported by: Workforce Finance

(url removed) Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.

Responsibilities

• Review company financial statements and sole trade accounts
• Oversee corporation tax returns and ensure accuracy
• Draft advisory notes with the support of Senior Managers and Directors
• Manage annual personal tax filings for clients, ensuring compliance
• Demonstrate a strong understanding of financial statement disclosures
• Lead the management of client portfolios, acting as the primary point of contact
• Communicate with clients regarding deadlines and additional requirements
• Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
• Collaborate with clients to gather necessary information and ensure timely submissions
• Build and nurture strong client relationships, offering expert advice on financial matters
• Provide guidance on the interpretation of financial results and offer practical advice
• Support clients with the development and implementation of internal systems, controls, and accounting software
• Confidently communicate tax and financial advice to clients, helping them navigate complex issues
• Mentor and support the professional development of junior team members, including senior associates and supervisors

Attributes, Requirements & Skills

• Minimum 2 years’ post-qualification experience in practice
• Professional qualification (ACA, ACCA, or equivalent)
• Proven experience managing your own portfolio of clients
• Strong commitment to maintaining high-level technical knowledge
• Proficient in Microsoft Outlook, Word, and Excel
• Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
• Strong awareness of technology and its application in accounting and practice management
• Self-motivated and proactive, able to apply skills to new and evolving scenarios
• Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
• Ability to work under pressure while maintaining focus and accuracy
• Exceptional analytical, research, and problem-solving abilities

Interested? To find out more, contact me at (url removed) or alternatively call (phone number removed).

#INDLM25