Client Manager

PRO-TAX RECRUITMENT LIMITED; Wokingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy practice is seeking a Client Manager to oversee a diverse client portfolio and deliver exceptional accounting and advisory services. This role requires an ACCA qualification and substantial experience in accounts preparation and tax compliance, ideal for an ambitious accountant ready to advance their career within a supportive, innovative firm.

Qualifications

• Minimum of 5 years in practice.
• Strong experience in accounts preparation and tax compliance.
• Able to work independently and manage deadlines.

Responsibilities

• Manage a diverse portfolio of clients with high-quality services.
• Prepare and review accounts for various entity types.
• Mentor junior team members and ensure high standards.

Skills

Client relationship management

Communication

Problem-solving

Leadership

Education

ACCA qualification

Qualified by experience

Tools

IRIS

Sage

QuickBooks

Xero

Excel

Job description

Location: Wokingham

Pro Recruitment Group are working with a well-established and fast-growing boutique accountancy practice to recruit a Client Manager. This is a fantastic opportunity for an experienced accountant looking to take ownership of a diverse client portfolio and play a key role in a forward-thinking firm.

The Firm:

• A dynamic and growing accountancy practice with a strong reputation
• A varied client base, including SMEs, charities, and specialist sectors
• A collaborative team that values client service and technical excellence
• A strong focus on innovation and leveraging cloud-based accounting solutions

The Role - Client Manager:

• Manage a portfolio of clients, providing high-quality accounting and advisory services
• Prepare, review, and sign off accounts for limited companies, partnerships, and sole traders under FRS 102 and FRS 105
• Oversee VAT compliance, including handling partial exemption and cross-border transactions
• Prepare and review management accounts, ensuring accuracy and timely delivery
• Liaise with clients regularly, providing clear explanations of financial statements and addressing queries
• Mentor and supervise junior team members, ensuring high standards and development
• Assist with corporation tax compliance, including loss relief and group loss relief claims
• Advise clients on improving financial systems and processes, leveraging cloud accounting software

The Successful Candidate:

• ACCA-qualified or qualified by experience, with a minimum of 5 years in practice
• Strong experience in accounts preparation, tax compliance, and VAT returns
• Confident in managing client relationships and explaining financial matters clearly
• Proficient in IRIS, Sage, QuickBooks, Xero, and Excel
• A proactive problem-solver with excellent communication and leadership skills
• Able to work independently and manage deadlines effectively

This is an excellent opportunity for an experienced accountant looking to take the next step in their career within a supportive and forward-thinking firm.

For more information or to apply, please get in touch!

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.