Client Manager

JR United Kingdom; Penicuik; Hybrid; GBP 30,000 - 44,000; Full time

Job summary

A leading company in the financial sector is seeking a Client Manager to manage client portfolios, ensuring high-quality service delivery. The role involves client communication, account reviews, and collaboration with the team. Opportunities for professional development and hybrid working are available.

Benefits

Competitive salary

Hybrid working

Flexible hours

Professional development opportunities

Casual dress

Generous holiday allowance

Qualifications

• Minimum two years’ experience in an accountancy role.
• Comfortable speaking with clients and explaining financial matters.

Responsibilities

• Managing client relationships and maintaining regular communication.
• Reviewing statutory accounts and overseeing tax compliance.
• Collaborating with the wider team to meet deadlines.

Skills

Communication

Attention to Detail

Client Management

Tools

Xero

FreeAgent

Job description

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Location: Edinburgh (with hybrid working available)

Salary: £30,000 to £44,000, depending on experience

At Rosslyn Associates, we’re a team of accountants, chartered tax advisors and business advisors. We specialise in supporting small and medium-sized businesses, particularly in the trades sector, by providing the financial guidance and insight they need to grow and succeed.

We’re known for building strong client relationships, delivering high-quality work, and taking a proactive approach to solving problems. As we continue to grow, we’re looking for a Client Manager to join our team.

The Role

You will be responsible for managing a portfolio of clients, acting as their main point of contact, and ensuring we deliver work to a high standard. Key responsibilities include:

• Managing client relationships and maintaining regular communication

• Reviewing statutory accounts and overseeing tax compliance

• Identifying areas where clients could benefit from additional support or services

• Collaborating with the wider team to meet deadlines and support business goals

• Taking a proactive approach to improving internal systems and client processes

What We’re Looking For

• A minimum of two years’ experience in an accountancy role

• Comfortable speaking with clients and explaining financial matters clearly

• Strong IT and communication skills

• Experience with Xero, FreeAgent or similar software (preferred)

• A high level of attention to detail and a consistent, reliable work ethic

• A desire to grow and develop within the profession, whether in tax, business advisory or both

What We Offer

• Competitive salary from £30,000 to £44,000, depending on experience

• Hybrid working and flexible hours

• Clear opportunities for progression and professional development

• A supportive and collaborative working environment

• Casual dress and generous holiday allowance

If you’re looking for a role where you can take ownership of your work, build strong client relationships, and continue developing professionally, we’d like to hear from you.