Client Manager - Accountancy

Addington Ball Limited; Southam CP; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Private medical health insurance with

Wellness programmes

Regular team and social events

Casual office dress

Hybrid working from home

Reduced schedule (4 or 3 days) withpro

Job summary

Addington Ball Limited in Southam seeks a Client Manager to act as a mini-Partner, focusing on client relations, forecasting, tax planning and strategic finance. The role hints at a flexible 3–4 day week with pro rata salary for reduced schedules, and a supportive, family-like team culture.

You will be the go-to adviser for clients, ensuring deadlines and financial plans align with growth ambitions and management goals. Hybrid working from home is offered.

Qualifications

• Qualified accountant (ACCA/ACA/ICAEW) or QBE with prior practice experience.
• Technically up to date with compliance standards.
• Experience in roles such as Financial Accountant, Client Manager or Senior Accountant.
• Proficiency with Excel and accounting software (Xero, QuickBooks, Sage, TaxCalc).

Responsibilities

• Support clients and business owners directly.
• Plan and prepare accounts for portfolio of OMBs (limited companies, partnerships, sole traders).
• Oversee and prepare corporation tax, partnership and personal tax returns.
• Review financial accounts and guide junior staff in development.

Skills

Client relationships

Forecasting

Strategic advisory

Communication

Education

ACCA/ACA/ICAEW qualification

QBE with practice experience

Tools

Excel

Xero

QuickBooks

Sage

TaxCalc

Job description

Are you a senior practice accountant seeking a role that offers both flexibility and autonomy? If so, this mini-Partner role is for you! Reduced schedule also considered – 4 days, maybe 3

A long-established accountancy firm based in Southam seeks a Client Manager due to continued growth of their client portfolio. They will provide you with;

• genuine work life balance through hybrid working from home and flexible working hours whatever works for you
• a supportive and close-knit team, the office has a real family feel
• uncapped future career progression.

In this firm, a Client Manager is essentially a mini-Partner with the emphasis being on client relations, almost acting as an outsourced Finance Director.

You are the go-to person for your clients, acting as their trusted advisor, helping them in areas such as forecasting, banking relations, strategic tax planning as well as ensuring that statutory deadlines are met.

Key to this role is collaborating directly with clients to provide assistance and guidance, helping them to achieve their ambitions and goals.

Key Responsibilities:

• Supporting your clients and business owners directly
• Planning & preparation of accounts for a portfolio of owner managed businesses (OMBs) – limited companies, partnerships, sole traders
• Oversee and prepare corporation tax returns, partnership and personal tax returns
• Reviewing and providing feedback on financial accounts produced by semi senior accountants, providing advice and guidance in their own personal professional development.

Ideal candidates will be:

• A qualified accountant, ACCA or ACA / ICAEW or equivalent, although QBE s with prior experience in an accountancy firm will also be considered
• Technically strong, constantly up to date with adaptations in compliance standards
• Previous experience gained within an accountancy practice / firm as a Financial Accountant, Client Manager, Practice Accountant, Accounts Manager, Senior Accountant or similar
• IT skills including Excel and any accounting software (Xero, QuickBooks, Sage, TaxCalc etc).

What's on offer:

• Base salary up to £55,000 dependent upon experience
• Reduced schedule also considered, 4 or 3 days (salary then pro rata)
• Hybrid working from home
• Agile and flexible working
• Friday early finishes
• Private medical health insurance including a free Fitbit!
• Other Wellness programmes & initiatives
• Regular team and social events
• Casual office dress.