Client Manager : Accountancy Practice

Additional Resources Ltd.; Waterlooville; Hybrid; GBP 54,000 - 58,000; Full time

Benefits offered by this job

Company pension

Enhanced annual leave

Sick pay

Employee Assistance Programme

Job summary

Additional Resources Ltd is seeking a Client Manager (Accountant) to oversee a portfolio of clients, lead a small accounting team and provide technical guidance across compliance and advisory work.

The role is full-time and office-based with the option to work from home two days per week, offering a salary of £53,500 to £58,000 plus benefits. You will manage accounts preparation, tax, and client relationships with a focus on accuracy and deadlines.

Qualifications

• Full membership of a recognised chartered accountancy body (ACCA/ACA or equivalent).
• Approx. 5 years of accountancy practice experience, including managing a varied client portfolio.
• Experience preparing, reviewing and checking statutory accounts and tax returns.
• Experience using Xero or QuickBooks.

Responsibilities

• 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 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.

Skills

Client relationships

Communication

Team leadership

Advisory skills

Education

ACCA/ACA or equivalent Chartered Accountant membership

Tools

Xero

QuickBooks

Microsoft Word

Microsoft Excel

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

Whats 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.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.