Client Manager: Own Your Portfolio (Accountancy)

Office Angels

East Grinstead

On-site

GBP 55,000 - 75,000

Full time

4 days ago
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Job summary

Office Angels is seeking an experienced Client Manager to take ownership of a high-quality client portfolio within a specialist accountancy practice. You will act as the primary contact for clients and deliver accounting and taxation support with autonomy.

You will manage a varied client base including sole traders, partnerships, and limited companies, ensuring timely delivery of accounts and self‑assessment tax returns while building long‑term relationships.

Qualifications

  • ACA, ACCA or equivalent qualification (or qualified by experience at senior level).
  • 7+ years' experience in an accountancy practice.
  • Strong accounts and taxation knowledge with client portfolio ownership.

Responsibilities

  • Managing a portfolio of clients (sole traders, partnerships, limited companies, personal tax).
  • Preparing statutory accounts for various client types.
  • Preparing self‑assessment tax returns and corporation tax returns.
  • Advising on accounting and taxation matters and building strong client relationships.
  • Working independently while meeting deadlines and liaising with clients and advisers.
  • Supporting the continued growth and success of the practice.

Skills

Communication skills
Relationship-building
Financial accounting knowledge

Education

ACA/ACCA or equivalent
7+ years' practice experience

Job description

Office Angels is seeking an experienced Client Manager to take ownership of a high-quality client portfolio within a specialist accountancy practice. You will act as the primary contact for clients and deliver accounting and taxation support with autonomy.

You will manage a varied client base including sole traders, partnerships, and limited companies, ensuring timely delivery of accounts and self‑assessment tax returns while building long‑term relationships.

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