Client Manager / Bookkeeping & Outsourced Finance

TPF Recruitment Ltd; Heathfield; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Private health insurance

Pension scheme

Life insurance

Training & development

Flexible working

Collaborative environment

Leadership opportunity

Job summary

TPF Recruitment is seeking a Client Manager to join the Bookkeeping and Outsourced Finance team in Uckfield. You will manage client relationships, lead a bookkeeping team, and oversee service delivery across multiple locations.

Ideal candidates are AAT/ACCA/ACA qualified or qualified by experience, with strong bookkeeping and VAT knowledge, and excellent communication skills. Role involves client management, process improvement and business development.

Qualifications

• Qualified by AAT, ACCA or ACA, or qualified by experience.
• Experience in an accountancy practice and bookkeeping.
• Strong VAT knowledge and client management skills.

Responsibilities

• Manage a portfolio of client relationships and ensure high service levels.
• Lead and mentor a team of bookkeeping professionals.
• Review bookkeeping, management accounts, CIS and VAT returns.
• Oversee workflow, deadlines and quality standards.
• Support client onboarding and business development initiatives.
• Review timesheets, billing and recoveries; ensure efficient processes.

Skills

Client relationship management

Team leadership

Mentoring

Communication

Bookkeeping

Education

ACCA

ACA

AAT

Tools

Xero

Sage

Dext

QuickBooks

ApprovalMax

Job description

Job Description

TPF Recruitment is supporting a well-established accountancy practice with the recruitment of a Client Manager to join their Bookkeeping and Outsourced Finance team in Uckfield.

This is a varied, client-facing role with responsibility for managing client relationships, overseeing service delivery and leading a team of bookkeeping professionals across multiple locations.

The Role:

Working closely with the Outsourcing Partner and Outsourcing Manager, you will take responsibility for a portfolio of clients while helping to lead and develop the wider bookkeeping team.

Your responsibilities will include:

• Managing strong, long-term relationships with a portfolio of clients
• Leading and supporting a team of bookkeeping professionals
• Reviewing bookkeeping, management accounts, CIS and VAT returns
• Managing workflow and ensuring deadlines and quality standards are maintained
• Overseeing VAT registrations, deregistration's and enquiries
• Supporting new business opportunities, proposals and client onboarding
• Reviewing timesheets, billing and recoveries
• Helping improve processes and ensuring clients receive an efficient, high-quality service
• Embracing new technology and developing effective accounting solutions for clients
• Training and mentoring team members across bookkeeping systems and processes

The role offers a good balance of client management, technical bookkeeping, team leadership and business development.

Requirements

You will ideally be AAT, ACCA or ACA qualified, or qualified by experience, with:

• Previous experience within an accountancy practice
• Strong bookkeeping and VAT knowledge
• Experience managing or mentoring a team
• Excellent client relationship and communication skills
• Strong IT skills and experience with platforms such as Xero, Sage, Dext, QuickBooks or ApprovalMax
• A highly organised and proactive approach
• The confidence to work independently while contributing to a wider team

Benefits

• Competitive salary and performance-related bonus
• Private health insurance
• Pension scheme
• Life insurance / death in service
• Ongoing professional development and training
• Flexible working arrangements
• Supportive and collaborative working environment
• Opportunity to take a lead role within a growing outsourced finance function

If you are an experienced bookkeeping or practice professional looking for a client-facing management role with genuine responsibility for clients and people, this could be an excellent next step.

Please contact Mark Sitton on 01273 102 360, [e-mail], or via LinkedIn for a confidential conversation.

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer, and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

Requirements

AAT, ACCA, or ACA qualified, or qualified by experience Previous experience within practice