Client Manager Accountancy Practice

Heelan Associates Ltd; Denmead; Hybrid; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Hybrid working

Private medical cover

Professional body fees covered

Birthday leave

Career development

Job summary

Heelan Associates Ltd. is seeking an experienced Client Manager to own a portfolio of owner-managed clients and lead a team of accountants. You will deliver statutory accounts and tax returns while developing the team and strengthening client relationships.

The role involves mentoring staff, offering advisory support on cash flow and performance, and ensuring deadlines are consistently met. Hybrid working with some WFH and ongoing professional development are included.

Qualifications

• Fully qualified accountant or tax adviser with current professional body membership.
• Experience in accounts preparation and tax returns for a varied client portfolio.
• Experience leading teams and mentoring staff.
• Proficient with cloud accounting software.

Responsibilities

• Manage a portfolio of sole traders, partnerships and limited company clients.
• Prepare, review and submit statutory accounts and tax returns.
• Lead and mentor a team of accountants.
• Review work and provide technical guidance.
• Ensure deadlines and service level agreements are met.
• Provide advisory services on cash flow, budgeting and business performance.
• Develop client relationships and act as trusted contact.

Skills

Client relationships

Leadership

Advisory services

Cash flow analysis

Communication

Time management

Education

ACCA/ACA/FMAAT membership

Tools

Xero

QuickBooks

Dext

Job description

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? This is an excellent opportunity to join a well-established and forward-thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory.

Working with an impressive portfolio of owner-managed businesses, you'll play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long-term career move within a supportive and collaborative environment.

What will the Client Manager role involve?

• Managing a portfolio of sole traders, partnerships and limited company clients
• Preparing, reviewing and submitting statutory accounts and tax returns
• Leading, mentoring and developing your own team of accountancy professionals
• Reviewing work completed by team members and providing technical guidance and feedback
• Ensuring client deadlines and service level agreements are consistently achieved
• Supporting clients with tax planning and providing commercially focused advice
• Advising clients on advisory areas including cash flow, budgeting and business performance
• Managing client relationships and acting as a trusted point of contact
• Leading year-end meetings and conducting client fee reviews
• Liaising with HMRC and other regulatory bodies on behalf of clients
• Supporting the onboarding of new clients and ensuring a smooth transition into the business
• Contributing to the ongoing development and success of the wider practice
• Demonstrating leadership behaviours aligned to the company values

Suitable Candidate for the Client Manager vacancy:

• ACCA, ACA, FMAAT or equivalent fully qualified accountant or tax advisor who holds a current professional body membership
• Experience working within an accountancy practice environment
• Strong experience preparing and reviewing accounts and tax returns for a varied client portfolio
• Sound technical knowledge across accounts preparation, taxation and compliance
• Experience managing client relationships and delivering advisory services
• Previous leadership, mentoring or team supervision experience would be advantageous
• Practical experience using cloud accounting software such as Xero, QuickBooks, Dext or similar
• Strong communication skills with the confidence to present complex information in a clear and practical manner
• Highly organised with excellent time management and attention to detail

Additional benefits and information for the role of Client Manager:

• Salary of £53,500 - £58,000 depending on experience
• Hybrid working with up to 2 days working from home
• Additional holiday allowance over the Christmas period
• Additional paid day's leave for your birthday (when on a working day)
• WPA Cash-plan private medical cover
• Professional body membership fees covered
• Full-time 36.5-hour working week (16:00 on a Friday)
• Ongoing professional development and training opportunities
• Opportunity to work closely with business owners and provide value-added advisory services
• Supportive, collaborative and people-focused culture
• Genuine career progression opportunities within a growing practice
• Modern systems and technology-driven working environment