Client Manager - Outsourcing, Accountancy Practice

ProTalent Limited; Uckfield; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Life assurance

Ongoing professional development

Flexible working arrangements

Job summary

ProTalent Limited is seeking a Client Manager in Uckfield to lead our Bookkeeping & Outsourced Finance team. You will own a client portfolio, ensuring accurate outsourced finance delivery while guiding a multi-location team across the UK and overseas.

You’ll drive performance, quality, and continuous improvement in a collaborative environment. The role emphasizes ownership of client delivery, staff development, and opportunities to influence processes and adopt technology for growth.

Qualifications

• Qualified by experience or with AAT/ACCA/ACA credentials.
• Solid bookkeeping experience in an accountancy practice.
• Strong VAT knowledge and compliance handling.
• Experience mentoring or managing staff.
• Excellent organisational and communication skills.

Responsibilities

• Build and maintain long-term client relationships.
• Review bookkeeping, VAT, CIS and management accounts.
• Oversee VAT registrations and VAT enquiries.
• Manage team workflow, deadlines and quality control.
• Lead and coach a multi-office team (UK and overseas).
• Review timesheets and monitor recoverability.
• Support new business development and proposals.
• Drive process improvements and embed technology solutions.
• Ensure compliance standards are met and maintained.
• Assist with billing and fee recovery.

Skills

Bookkeeping

VAT knowledge

Staff mentoring

Client relationships

Process improvement

Education

AAT/ACCA/ACA qualification

Experience in practice

Tools

Xero

Sage

QuickBooks

Dext

ApprovalMax

Job description

Client Manager

Bookkeeping & Outsourced Finance
Uckfield | Hybrid Working Available

Are you an experienced practice professional who thrives in a client-facing leadership role? Do you enjoy building relationships, developing teams and delivering high-quality outsourced finance services to growing businesses?

A well-established and forward-thinking accountancy firm is looking for a Client Manager to join its expanding Bookkeeping & Outsourced Finance team. This is a fantastic opportunity to play a key role in shaping and leading a growing service line within a supportive and collaborative environment.

The Opportunity

You’ll take ownership of a portfolio of clients, ensuring bookkeeping and outsourced finance services are delivered accurately, efficiently and to an exceptional standard. Alongside client delivery, you’ll lead and inspire a multi-location team, helping to drive performance, quality and continuous improvement.

This role offers genuine scope to influence processes, embrace technology and contribute to the strategic growth of the outsourcing function.

Key Responsibilities

• Building and maintaining strong, long-term client relationships

• Reviewing bookkeeping, VAT returns, CIS returns and management accounts

• Overseeing VAT registrations, de-registrations and handling VAT enquiries

• Managing team workflow, deadlines and quality control

• Leading, coaching and motivating a team across multiple offices (UK and overseas)

• Reviewing timesheets and monitoring recoverability

• Supporting new business development, proposals and conversion of prospects

• Driving process improvements and embedding technology solutions

• Ensuring compliance standards are met and maintained

• Assisting with billing and monitoring fee recovery

About You

You will ideally be AAT, ACCA or ACA qualified (or qualified by experience) with solid experience gained within an accountancy practice environment.

You will also bring:

• Strong, hands-on bookkeeping experience

• Good working knowledge of VAT

• Confidence using systems such as Xero, Sage, QuickBooks, Dext and ApprovalMax

• Previous experience managing or mentoring staff

• Excellent organisational and communication skills

• A proactive, solutions-focused mindset

• A genuine enthusiasm for developing people and improving processes

Why Apply?

• Competitive salary with performance-related bonus

• Pension scheme

• Private medical insurance

• Life assurance

• Ongoing professional development and training

• Flexible working arrangements

• Supportive, collaborative culture within a growing group