Client Manager - Accounts

Insite Group; Sidcup; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Generous annual leave

Company pension

Structured learning and development

Health and wellbeing support

Mental health initiatives

Volunteer and community opportunities

Regular social and wellbeing activités

Career progression

Job summary

Insite Group in Sidcup, London, is looking for a Client Manager - Accounts to oversee a diverse portfolio of owner-managed businesses. You will be a trusted point of contact, delivering commercially focused accounting and advice while guiding the accounts team.

Qualified ACA/ACCA with practice experience at Assistant Manager or Manager level, you will mentor colleagues, manage deadlines, and help drive growth in a progressive accountancy firm.

Qualifications

• Manages a portfolio of clients within practice
• Communicates with clients at multiple levels
• Leads and develops accounts team members
• Delivers commercially focused accounting advice

Responsibilities

• Managing your own portfolio of clients and overseeing their accounting requirements.
• Building strong, long-term relationships with business owners and key client contacts.
• Reviewing accounts work and ensuring deadlines and quality standards are consistently met.
• Working alongside directors to provide practical accounting and business advice.
• Supervising, coaching and developing junior and qualified team members.
• Managing workflow across your portfolio and ensuring work is delivered efficiently.
• Identifying opportunities to broaden existing client relationships and support business development.
• Getting under the skin of clients' businesses and understanding wider commercial needs.
• Contributing ideas that improve processes, service delivery and the overall client experience.

Skills

Client management

Portfolio management

Mentoring

Communication

Education

ACA or ACCA qualified

Tools

CCH

Job description

Location: Sidcup, London
Salary: £50,000-£60,000
Industry: Accountancy
Type: Permanent, Full-time

The Role

As Client Manager - Accounts, you will manage a diverse portfolio of owner-managed businesses and other clients, acting as a trusted point of contact and ensuring they receive a high-quality, commercially focused service.

You’ll work closely with directors and colleagues across the wider business, while also taking responsibility for supporting and developing members of the accounts team.

Your responsibilities will include:

• Managing your own portfolio of clients and overseeing their accounting requirements.
• Building strong, long-term relationships with business owners and key client contacts.
• Reviewing accounts work and ensuring deadlines and quality standards are consistently met.
• Working alongside directors to provide practical accounting and business advice.
• Supervising, coaching and developing junior and qualified team members.
• Managing workflow across your portfolio and ensuring work is delivered efficiently.Identifying opportunities to broaden existing client relationships and support business development.
• Getting under the skin of your clients' businesses and understanding their wider commercial needs.
• Contributing ideas that improve processes, service delivery and the overall client experience.

About You

You’ll be ACA or ACCA qualified and have gained solid practice experience at Assistant Manager or Manager level. You're likely to be someone who:

• Has experience managing a portfolio of clients within practice.
• Is comfortable working with owner-managed businesses and SMEs.
• Has strong accounts and general practice knowledge.
• Can confidently communicate with clients at different levels.
• Enjoys leading, mentoring and developing others.
• Is organised and able to manage competing deadlines effectively.
• Takes a commercially minded approach to client service.
• Is confident with accounting technology; experience with CCH would be advantageous.
• Enjoys working collaboratively and wants to play an active role in the continued growth of a firm.

What's On Offer

Alongside a salary of £50,000-£60,000, the successful candidate will receive a benefits package designed to support both professional development and wellbeing. You can expect:

• Generous annual leave
• Company pension
• Structured learning and development
• Health and wellbeing support
• Mental health initiatives
• Volunteer and community opportunities
• Regular social and wellbeing activities
• Genuine opportunities for career progression

For an experienced practice professional, this Client Manager - Accounts opportunity provides a chance to take ownership of a portfolio, develop a team and build strong client relationships within a progressive accountancy environment.

If you're looking for your next move in Sidcup, London and would like a confidential conversation about the opportunity