Client Manager - Accountancy Practice

Blusource Professional Services Ltd; Mountsorrel; Hybrid; GBP 41,000 - 49,000; Full time

Job summary

A leading accountancy firm is seeking a Client Manager to oversee a portfolio of clients, ensuring high-quality service and support on accounts and tax matters. Ideal candidates are qualified (ACA, ACCA) with 3+ years in accountancy. The role offers a competitive salary, flexible hybrid working arrangements, and opportunities for career progression and a good work/life balance.

Benefits

Competitive salary

Bonus system

Remote working

Career progression

Collaborative team culture

Qualifications

• Minimum 3 years experience in an accountancy practice.
• Personable and client-facing skills required.
• Qualified level (ACA, ACCA) preferred.

Responsibilities

• Main point of contact for all client queries.
• Responsible for accounts preparation, audit work, and tax returns.
• Supervise and coach other staff members.

Skills

Client management

Tax compliance

Accounts preparation

Personal tax preparation

Supervising staff

Education

Qualified ACA or ACCA

Finalist level studiers

Job description

A superb accountancy firm, based within an easy commute of Leicester, Loughborough, Coalville and South Nottingham, are hiring a tremendous job role. Ideally at a qualified level (ACA, ACCA etc), but they will consider finalist level studiers too.

Overview

We have a superb new role with an excellent accountancy and advisory business, offering a competitive salary, plus a strong and recurring bonus system which adds significantly as time passes to your basic salary.

Salary: The guide is around the mid £40s, with some flexibility dependent on experience/qualification. The firm may consider a higher-level hire on an increased salary if you can win work and hold meetings. The firm also pays commission on all work brought in, which can increase your take-home pay.

Hybrid working: After the probationary period, allowing for up to 60% home working.

Main benefits include: remote working per above, opportunity to lead a client-facing role, death in service package, autonomy to run a client portfolio and develop knowledge in other areas such as special project work, plus regular in-office food.

Responsibilities

The role is a varied role as "Client Manager". The candidate would be responsible for the day-to-day needs of a client base and the overall service to the client. Responsible for a portfolio of clients:

• Main point of contact for all client queries.
• Responsible for accounts preparation, potentially some audit work, corporation tax return preparation and personal tax preparation.
• High level of involvement in tax compliance and tax planning both personal and corporate.
• Responsibility for the preparation of trust and estate returns.
• Involvement in inheritance tax planning.
• Supervising and coaching other members of staff.
• Involvement in the day to day planning and management of the practice.
• Assisting client with budgeting and other financial planning including liaising with banks and financial advisers.

Qualifications

Requirements:

• Must have at least 3 years experience in an accountancy practice, ideally accounts and potentially some audit, but the firm are open for the right person.
• The role is client facing, so must be personable.
• The ideal level is qualified (ACA, ACCA); finalists will be considered.

Additional information

Why do they retain staff so successfully and appear to have such a happy workforce? The roles give you total control of your client portfolio and this leads to in-depth and interesting work such as sophisticated tax involvement, helping clients refinance, buy/sell, etc. You become a business and accountancy/tax adviser and your duties can grow organically. The firm has a good work/life balance, a pay bonus system that supports earning well, and a collaborative team culture. The firm’s continued growth ensures it is a positive and energising place to work.

We have had great experiences recruiting for this firm and are delighted to present their new vacancy.

Additional information

Fundamentally, a good salary, career progression, and genuine work/life balance. The firm offers variety and satisfaction from the best parts of working in practice with the salary and balance of industry.