Client Manager

BK Plus Limited; Wokingham; Hybrid; GBP 15,000 - 25,000; Part time

Benefits offered by this job

Death in service (4x salary)

GP access 24 hours

Professional subscription provided

EV scheme access

Cycle to work scheme

Discount platform

EAP system

Employee referral scheme

20-25 hours per week (Mon–Fri)

Job summary

BK Plus Limited in Wokingham is seeking an experienced Client Manager to join our Accounting & Business Support team on a part-time basis.

You will manage a portfolio of 40–50 clients, prepare statutory accounts, VAT, Corporation Tax and personal tax returns, and build strong client relationships. This role offers flexible hours to fit around school commitments with a proactive, organised approach and attention to detail.

Qualifications

• Experience working within an accountancy practice environment.
• Experience managing a portfolio of clients independently.
• Excellent communication and client relationship management skills.
• Ability to prioritise work and manage deadlines effectively.
• A proactive and organised approach.
• Strong attention to detail.

Responsibilities

• Managing a portfolio of 40-50 clients across a range of sectors.
• Preparing and reviewing statutory accounts for limited companies & sole traders.
• Preparing and submitting VAT Returns.
• Preparing Corporation Tax returns.
• Preparing Personal Tax returns.
• Building and maintaining strong client relationships.
• Responding to client queries and providing ongoing support and advice.

Skills

Portfolio management

Client relations

Time management

Communication

Attention to detail

Proactive approach

Tools

Xero

CCH

TaxCalc

FreeAgent

Job description

Location: Wokingham Department: Accounting & Business Support

Overall Purpose

We are looking for an experiencedClient Managerto join our team on a part-time basis. This role is ideal for someone seeking hours that fit around school commitments, offering flexibility whilst maintaining a rewarding and professional career in practice.

Brief Job Description

As a Client Manager your role will involve:

• Managing a portfolio of 40–50 clients across a range of sectors.
• Preparing and reviewing statutory accounts for limited companies & sole traders.
• Preparing and submitting VAT Returns.
• Preparing Corporation Tax returns.
• Preparing Personal Tax returns.
• Building and maintaining strong client relationships.
• Responding to client queries and providing ongoing support and advice.
• Supporting the wider team with ad-hoc client and practice matters as required.

Requirements for the role

The Ideal Client Manager candidate will have:

• Previous experience working within an accountancy practice environment.
• Experience managing a portfolio of clients independently.
• Excellent communication and client relationship management skills.
• The ability to prioritise work and manage deadlines effectively.
• A proactive and organised approach.
• Strong attention to detail.

Experience with the following software would be highly advantageous:

• CCH
• Xero
• TaxCalc
• FreeAgent

In return bk plus will offer:

• Death in service (4x salary)
• 24 hour access to a GP
• x1 professional subscription paid for
• Access to a EV Scheme
• Access to a Cycle to work scheme
• Access to a discount platform
• Access to an EAP system
• Employee Referral Scheme
• 20-25 hours per week across 5 days (Monday – Friday)

Diversity & Inclusion at bk plus

At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.