Client Portfolio Lead — Hybrid/Remote, Accounts & Tax

TN Recruits Ltd; East Grinstead; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

TN Recruits Ltd is recruiting a Client Manager for a Chartered Accountancy Practice in the UK. The role involves managing a varied client portfolio, providing proactive advisory and end-to-end service delivery, and reporting to a Partner.

You will own client relationships, handle accounts and tax compliance, and work with software like CCH, Sage or Xero. Hybrid working with potential home days after probation is available.

Qualifications

• ACA or ACCA qualification, or qualified by experience.
• Experience gained within accountancy practice.
• Strong knowledge of accounts and tax compliance.
• Confidence dealing directly with clients and managing relationships.
• Ability to work independently with minimal supervision.
• Professional, personable and proactive approach.
• Experience with CCH, Sage or Xero is useful.

Responsibilities

• Managing a personal portfolio of clients including self-employed professionals, limited companies and partnerships.
• Acting as the main point of contact for clients, providing a high standard of ongoing advice and support.
• Preparation and review of annual accounts.
• Completion of self-assessment tax returns.
• Preparation of corporation tax and partnership tax returns.

Skills

Client portfolio management

Tax compliance

Accounts preparation

Self-assessment tax returns

Communication & relationship mgmt

Education

ACA or ACCA or qualified by experience

Tools

CCH

Sage

Xero

Job description

TN Recruits Ltd is recruiting a Client Manager for a Chartered Accountancy Practice in the UK. The role involves managing a varied client portfolio, providing proactive advisory and end-to-end service delivery, and reporting to a Partner.

You will own client relationships, handle accounts and tax compliance, and work with software like CCH, Sage or Xero. Hybrid working with potential home days after probation is available.