Client Manager (Accountancy Practice)

1st Cloud Accountants; Sunderland; On-site; GBP 35,000 - 55,000; Full time

Job summary

1st Cloud Accountants in Sunderland is seeking a Client Manager (Accountancy Practice). This full‑time, on‑site role manages a diverse client portfolio, ensuring accounts, tax returns and statutory filings are prepared accurately and delivered on time.

You will oversee day‑to‑day bookkeeping, payroll, VAT and CIS submissions, coordinate with internal teams to deliver outsourcing services, and advise clients on accounting and business matters while supporting business development.

Qualifications

• Experience preparing accounts for sole traders, limited companies, partnerships, charities, and other entities.
• Proficiency with cloud-based and desktop accounting software (Sage, QuickBooks, Xero, Kashflow, FreeAgent).
• Strong client management and relationship-building skills with clear business communication.
• Ability to meet multiple client deadlines with accuracy and high service standards.

Responsibilities

• Oversee day-to-day client work including bookkeeping, payroll, VAT, and CIS submissions.
• Review work to ensure accounts, tax returns, and filings are accurate and timely.
• Coordinate with internal teams to deliver comprehensive outsourcing services.
• Advise clients on accounting, tax, and business matters; identify efficiency improvements and opportunities for cross-selling.

Skills

Accounting & taxation skills

Client management

Communication

Organizational skills

Problem solving

Analytical thinking

Education

ACCA/ACA or equivalent

Tools

Sage

QuickBooks

Xero

KashFlow

FreeAgent

Job description

Company Description

1st Cloud Accountants is a firm of Chartered Certified Accountants with offices in Sunderland and South Shields and clients across the UK. The firm combines over 150 years of accounting and taxation experience with a fresh, modern, award‑winning approach to client service. Recognized as one of the top three rated accountancy firms for the past six years, 1st Cloud Accountants focuses on delivering clear, timely, and effective solutions in plain English. The team is highly skilled in online accounting software and partners with leading providers such as Sage, QuickBooks, Xero, Kashflow, and FreeAgent. Services are tailored to each client, covering accounts production, taxation advice, bookkeeping, payroll, VAT, CIS, business valuations, and investigation support.

Role Description

The Client Manager (Accountancy Practice) is a full-time, on-site role based in Sunderland. This role involves managing a portfolio of clients, acting as their primary point of contact, and ensuring that accounts, tax returns, and statutory filings are prepared accurately and delivered on time. The Client Manager will oversee day-to-day client work including reviewing bookkeeping, payroll, VAT, and CIS submissions, and coordinating with internal teams to deliver comprehensive outsourcing services. Responsibilities include advising clients on accounting, tax, and business matters, identifying opportunities to improve processes or efficiencies, and ensuring compliance with relevant regulations. The role also involves maintaining strong client relationships, supporting business development through referrals and cross-selling services, and contributing to continuous improvement within the practice.

Qualifications

• Candidates should possess strong accounting and taxation skills, with experience in preparing accounts for sole traders, limited companies, partnerships, charities, and other entities.
• Candidates should possess proficiency in cloud-based and desktop accounting software, ideally including systems such as Sage, QuickBooks, Xero, Kashflow, and FreeAgent.
• Candidates should possess client management and relationship-building skills, including the ability to communicate complex information clearly and provide practical business advice.
• Candidates should possess organizational and time management skills to handle multiple client deadlines, ensure accuracy, and maintain high service standards.
• Candidates should possess problem-solving and analytical skills, with the ability to interpret financial information and support business decision-making.
• Relevant professional qualifications (e.g., ACCA, ACA, or equivalent) or substantial practice experience are highly beneficial.
• Experience within an accountancy practice environment and familiarity with UK accounting and tax regulations are advantageous.
• Ability to work collaboratively in an office-based team, demonstrate integrity and confidentiality, and adapt to a fast-moving business environment is essential.