Client Manager : Accountancy Practice

Additional Resources Ltd; United Kingdom; Hybrid; GBP 54,000 - 58,000; Full time

Benefits offered by this job

Company pension

Flexible working couple days remote

Enhanced annual leave

Employee assistance programme

On-site parking

Training & development

Job summary

Additional Resources Ltd is seeking a Client Manager (Accountant) to oversee a portfolio of clients and lead a small accounting team. You will provide technical guidance, ensure compliance, and deliver high-quality accountancy advice in a hybrid setup with two days per week at home.

The role involves managing accounts and tax work for sole traders, partnerships and companies, with opportunities to expand client relationships and drive tax efficiency across the practice.

Qualifications

• Full membership of a recognised chartered accountancy body such as ACCA/ACA or equivalent.

Responsibilities

• Manage preparation, review and submission of accounts and tax returns for diverse client types.
• Supervise and support a small accounting team, delegating workloads.
• Provide technical guidance and ongoing development to team members.

Skills

Client management

Leadership

Taxation knowledge

Accounting software

Communication

Microsoft Word & Excel

Education

ACCA/ACA or equivalent

Tools

Xero

QuickBooks

Job description

An opportunity has arisen for a Client Manager (Accountant) to join an accountancy practice providing accounting, bookkeeping, payroll and tax services to small businesses.

As a Client Manager, you will manage a portfolio of clients, oversee a small accounting team and provide technical guidance, compliance support and accountancy advice.

This is a full-time, permanent, office-based role, with the option to work from home two days a week offering a salary range of £53,500 - £58,000 plus benefits.

You will be responsible for:

• Managing the preparation, review and submission of accounts and tax returns for sole traders, partnerships and limited companies.
• Supervising and supporting a small team of accountants, overseeing workloads and ensuring statutory deadlines are met.
• Providing technical guidance, training and ongoing development to team members.
• Reviewing accounting and tax work, identifying areas for improvement and providing constructive feedback.
• Managing the onboarding of new clients and ensuring their records and accounting requirements are properly established.
• Advising clients on taxation matters, tax planning and opportunities to improve tax efficiency.
• Providing advice on cash flow, budgeting, pricing and other business-related financial matters.
• Arranging and conducting year-end client meetings and reviewing client fees.
• Maintaining accurate financial records, electronic files and client administration.

What we are looking for:

• Full membership of a recognised chartered accountancy body, such as ACCA, ACA or an equivalent professional qualification.
• Approx. 5 years of accountancy practice experience, including managing a varied client portfolio and delivering client work directly.
• Proven ability to prepare, review and check statutory accounts and tax returns for sole traders, partnerships and limited companies.
• Prior experience using Xero or QuickBooks
• A sound understanding of taxation and its practical application.
• Good working knowledge of Microsoft Word and Excel.
• Confidence in advising clients and explaining financial and technical matters clearly, both verbally and in writing.
• A professional, approachable manner with the ability to build effective relationships with clients and colleagues.

The candidates from the following background will be considered:

• Client Manager, Accounts Manager, Portfolio Manager (Accountancy Practice), Manager - Accountancy Practice, Accounts & Tax Manager, Business Services Manager, Client Services Manager, Accountancy Manager, Practice Accounts Manager, Practice Manager, Client Accounts Manager, Client Portfolio Manager, Outsourcing Manager, Senior Client Accountant

What's on offer:

• Competitive Salary.
• Full-time, permanent position.
• Office-based working with the flexibility to work from home two days per week.
• Genuine flexibility and a good work-life balance.
• Company pension scheme.
• Enhanced annual leave and sick pay.
• Employee Assistance Programme.
• Formal and informal training with opportunities to develop specialist knowledge.
• Family-friendly working environment.
• On-site parking.
• Regular team socials and employee events.
• Supportive and welcoming working environment.

This is a great opportunity for an experienced Client Manager to manage a varied portfolio, lead a team and deliver high-quality accountancy services.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.