Client Manager: Own Your Portfolio in Practice Accounting

Officeangels; East Grinstead; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Monthly bonus scheme

Job summary

Office Angels in East Grinstead is seeking an experienced Client Manager to own a high-quality client portfolio, act as the primary contact for clients, and build trusted long-term relationships within a professional and collaborative environment.

You will oversee a portfolio of clients, providing accounting and taxation support while ensuring an exceptional client experience from initial query through to delivery of accounts and tax services.

Qualifications

• ACA, ACCA or equivalent professional qualification (or be qualified by experience at a senior level).
• 7+ years' experience within an accountancy practice environment.
• Strong general practice experience across accounts and taxation.
• Experience managing your own client portfolio.
• Excellent knowledge of sole trader, partnership and limited company accounts.
• Strong personal and business tax knowledge.
• Outstanding communication and relationship-building skills.
• A professional, commercial and client-focused approach.
• Experience with trusts would be advantageous but is not essential.

Responsibilities

• Managing a portfolio of sole traders, partnerships, limited companies and personal tax clients.
• Preparing statutory accounts for sole traders and limited companies.
• Preparing self-assessment tax returns.
• Preparing partnership and corporation tax returns.
• Advising clients on accounting and taxation matters.
• Building strong client relationships and delivering a proactive, high-level service.
• Working independently whilst managing deadlines across your portfolio.
• Liaising directly with clients and professional advisers where required.
• Supporting the continued growth and success of the practice.

Skills

Relationship management

Client communication

Accounts & tax knowledge

Portfolio ownership

Education

ACA/ACCA or equivalent qualification

Job description

Office Angels in East Grinstead is seeking an experienced Client Manager to own a high-quality client portfolio, act as the primary contact for clients, and build trusted long-term relationships within a professional and collaborative environment.

You will oversee a portfolio of clients, providing accounting and taxation support while ensuring an exceptional client experience from initial query through to delivery of accounts and tax services.