Client Manager (Accountancy Practice)

TN United Kingdom; Greater London; On-site; GBP 40,000 - 55,000; Full time

Job summary

Join a leading firm transforming accountancy practices through technology. As a Client Manager, you will oversee client accounts, manage offshore bookkeepers, and drive efficiencies in financial processes. Embrace innovation in a collaborative environment that values work-life balance and career growth.

Benefits

Career Growth

Collaborative Environment

Work-Life Balance

Qualifications

• Strong understanding of financial accounting and bookkeeping.
• Experience in managing offshore teams and client relationships.

Responsibilities

• Manage client relationships and expectations effectively.
• Supervise offshore bookkeepers and ensure quality of work.
• Identify automation opportunities to improve processes.

Skills

Problem Solving

Communication

Adaptability

Education

Double-entry bookkeeping principles

Tools

Xero

Dext

Job description

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Client:

Location:

Harrow, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

b237a9e50779

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

This firm are transforming the way accountancy practices leverage technology to deliver exceptional services to their clients. As a data-driven, technology-based accountancy practice, they help clients streamline their financial processes, improve accuracy, and stay ahead of the curve with cutting-edge automation and data insights. Join this firm and be part of a growing team that's embracing innovation and creating efficiencies that drive success for their clients.
We are seeking a Client Manager to lead and manage relationships with their clients, particularly overseeing the work of offshore bookkeepers. You will play a key role in managing the client accounts, reviewing and resolving problems, and identifying automation opportunities to improve processes. This is a dynamic position where you’ll be working closely with both onshore and offshore teams, and expected to provide leadership, client management, and solution-based thinking.

Key Responsibilities:
• Client Relationship Management: Serve as the main point of contact for clients, managing their expectations and building strong relationships. Address client queries and concerns, ensuring timely resolution.
• Managing Offshore Bookkeepers: Supervise, mentor, and review the work of offshore bookkeepers, ensuring that tasks arepleted efficiently and to a high standard. Oversee the allocation of tasks and ensure deadlines are met.
• Financial Review & Analysis: Review and analyse financial statements (profit and loss, balance sheets) to identify discrepancies, and potential data issues. Spot errors or inconsistencies, providing solutions to ensure accurate financial reporting.
• Problem Solving: Face challenges head-on, using available resources and your problem-solving skills toe up with solutions that align with client needs and business objectives.
• Technology and Automation: Embrace change and identify opportunities to automate processes, increasing efficiency and accuracy. Collaborate with the team to implement technology-driven solutions, such as data analysis tools and financial automation systems.
• Continuous Improvement: Keep abreast of best practices, regulations, and emerging trends in accounting and finance. Suggest process improvements and contribute to a culture of innovation and growth.

Skills and Experience Required:
• Technical Knowledge: A strong understanding of double-entry bookkeeping principles and financial accounting is essential. Should be able to bring accounts up to trial balance and understand reconciliation. Somemercial knowledge will be beneficial, especially for identifying issues in financial reports.
• Problem Solving: The ability to identify issues in financial data and resolve them efficiently. You will need to use your experience to proactively spot potential discrepancies in P&L and balance sheets.
• Personable and Client-Focused: Excellentmunication skills are a must. You should be able to foster strong relationships with clients and manage their expectations effectively.
• Teamwork and Leadership: Proven experience working as part of a team.fortable managing and mentoring offshore bookkeepers while collaborating with onshore colleagues to meet deadlines and targets.
• Adaptability: A willingness to embrace change and new technology, with an eagerness to find automation opportunities that can improve the practice’s processes and client service.
• Experience with Technology: Exposure to cloud-based accounting platforms, business intelligence tools, and automation technologies is highly desirable. Knowledge of Xero, Dext, and similar software would be an advantage.
•mercial Awareness: A basic understanding ofmercial principles and how they apply to financial reporting and problem-solving.

Why Join?
• Technology-Driven: Be part of a forward-thinking team that integrates technology into every aspect of accounting. They constantly explore new ways to streamline processes and drive efficiencies for their clients.
• Career Growth: As a growing practice, they offer ample opportunities for career progression. If you’re passionate about embracing change, you’ll have the chance to take on new challenges and expand your skill set.
• Collaborative Environment: They foster a supportive and dynamic work environment where teamwork is key. Work with both local and offshore teams and help shape the future of our practice.
• Work-Life Balance: They value their employees’ well-being and strive to offer a flexible working environment to help you maintain a healthy work-life balance.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

#4656367 - Stephen Pyle