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Practice Manager

Pro Talent

Cambridge

On-site

GBP 50,000 - 70,000

Full time

Today
Be an early applicant

Job summary

A growing accountancy firm in Cambridge seeks an experienced Client Manager to manage a client portfolio and lead team growth. The role involves preparing accounts, liaising with clients, and promoting business growth. Candidates should be fully qualified with a minimum of 8 years in practice and familiarity with accounting packages like Excel, TaxCalc, and Xero. It's an excellent opportunity for a motivated individual looking to make an impact.

Qualifications

  • Minimum 8 years’ experience in accountancy practice.
  • Excellent working knowledge of FRS102 and related standards.
  • Solid understanding of tax advising.

Responsibilities

  • Manage a portfolio of clients with support from a Junior.
  • Prepare and review accounts for various entities.
  • Support and drive business growth.
  • Liaise with clients and ensure timely service delivery.

Skills

Verbal communication
Written communication
Problem-solving
Decision-making
Relationship building

Education

Fully qualified in accountancy

Tools

Excel
TaxCalc
Xero
Job description

Are you looking to join an independent and growing firm? This is the opportunity for you.

The firm is expanding and is looking for a talented Client Manager to take ownership and full responsibility to a new office. This will be reporting directly into the Senior Leadership team and offer a clear path to Partner.

You will need to be motivated to grow the team, recruit members of staff and enjoy getting involved with the growing of a new office within an established firm.

The firm:
  • Fast-growing and dynamic accountancy firm in Cambridge
  • Diverse and loyal client base
  • Expert team who work hard to provide exceptional standards
  • Strong focus on innovation and technology, and ambitious growth plans
The Client Manager role:
  • As a Senior Client Manager, you will look after your own portfolio of clients, with support from a Junior
  • Manage a team
  • Support, drive and promote the business growth
  • Liaise with new and existing clients
  • Review and sign off accounts (some preparation of accounts will be required)
  • Accounts preparation for limited companies, partnerships, sole traders and charities
  • Preparation of corporation tax returns
  • Preparation of self‑assessment tax returns
  • Supporting clients in accounting and taxation issues
  • Preparation of management accounts
  • Support the company’s brand (social media etc.)
  • Build strong team relationship skills
  • Complete client services/tasks on time according to internal and external deadlines
  • Work in line with company behaviours and organisational culture
  • Deal with clients, suppliers, and other employees professionally at all times
  • Allocate the appropriate amount of time to tasks (revenue generating activities)
  • Prioritise activities according to company urgencies
The successful Client Manager candidate:
  • Fully‑Qualified with experience in an accountancy practice
  • Minimum 8 years’ experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication
  • Ability to judge priorities and make decisions quickly
  • Familiar with accounting packages (Excel, TaxCalc and Xero)
  • Excellent working knowledge of FRS102, FRS102 section 1a and FRS105 is essential
  • Solid understanding of tax and ability to advise clients
  • Ability to solve problems, take responsibility and start adding value to the team immediately
  • Able to work independently is a must

Please apply directly to this advert and a member of ProTalent will be in contact with you within 48 hours.

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