Client Manager (Accountant)

Page Personnel; Plymouth; Hybrid; GBP 54,000 - 58,000; Full time

Benefits offered by this job

Hybrid working with genuine progressio

CPD support

Exposure to broad client portfolio

Leadership and people management

Long-term career progression

Job summary

Page Personnel is recruiting for a Client Manager (Accountant) in Waterlooville. You will lead a portfolio of clients, prepare financial statements and tax returns, and provide tailored financial planning guidance. You will act as the main client contact and mentor junior staff in a collaborative, growth-oriented practice.

The role offers hybrid working with genuine progression opportunities, CPD support, and exposure to a broad client base within an established, people-focused firm.

Qualifications

• ACA or ACCA qualification or equivalent.
• Minimum five years' experience in an accountancy practice.
• Strong experience managing a varied client portfolio.
• Proven ability to prepare and review accounts and tax returns.
• Solid knowledge of business and personal taxation; cloud software literacy.

Responsibilities

• Manage a portfolio of clients, ensuring accounting needs are met efficiently.
• Prepare financial statements and reports, ensuring regulatory compliance.
• Provide tailored advice on financial planning and tax strategies.
• Oversee preparation and submission of tax returns.
• Be the main contact for client queries and concerns.
• Support junior team members with development and workload.
• Identify opportunities to enhance client services and processes.
• Ensure deadlines are met and work delivered to a high standard.

Skills

Client portfolio management

Tax planning advice

Team leadership

Communication

Education

ACA/ACCA or equivalent

5+ years experience in practice

Tools

Xero

QuickBooks

Dext

Job description

• Lead your own client portfolio and accounting team
• Hybrid working with genuine progression opportunities

About Our Client

Our client is a well-established and rapidly growing accountancy practice with a strong reputation for supporting SMEs across a diverse range of industries, based in Waterlooville. They have built a people-focused culture centred around collaboration, learning, exceptional client service, and long-term career development.

Job Description

As a Client Manager (Accountant) you will be responsible for:

• Manage a portfolio of clients, ensuring their accounting needs are met efficiently.
• Prepare financial statements and reports, ensuring compliance with regulations.
• Provide tailored advice on financial planning and tax strategies.
• Oversee the preparation and submission of tax returns.
• Act as the main point of contact for client queries and concerns.
• Support junior team members with their development and workload.
• Identify opportunities to enhance client services and processes.
• Ensure deadlines are met and work is delivered to a high standard.

The Successful Applicant

A successful Client Manager (Accountant) should have:

• ACA, ACCA, or equivalent professional qualification.
• Minimum five years' experience within an accountancy practice environment.
• Strong experience managing a varied client portfolio.
• Proven ability to prepare and review accounts and tax returns.
• Solid technical knowledge of business and personal taxation.
• Experience using cloud-based software such as Xero, QuickBooks, Dext, or similar.
• Previous team leadership, mentoring, or supervisory experience.
• Excellent communication skills with the ability to explain technical concepts clearly.
• Strong organisational skills and the ability to manage multiple priorities.
• A collaborative, client-focused, and commercially aware approach.

What's on Offer

• Salary ranging from £53,500 to £58,000, dependent on the level of experience.
• Permanent position based in Waterlooville.
• Hybrid working arrangement.
• Leadership and people management responsibilities.
• Exposure to a broad and interesting client portfolio.
• Ongoing professional development and CPD support.
• Opportunity to expand advisory and commercial skills.
• Supportive and collaborative culture.
• Clear opportunities for long-term career progression.