Senior Accountant / Client Manager

AD Finance; West Midlands; On-site; GBP 45,000 - 60,000; Full time

Job summary

Alexander Daniels partners with a well-established Accountancy Practice to recruit a Senior Accountant / Client Manager. You will manage a diverse SME portfolio, act as trusted advisor, and drive client relationships in a growing team.

You will oversee statutory accounts, management accounts, tax returns, and provide business advice while mentoring junior staff in a high-quality, client-focused environment.

Qualifications

• ACA or ACCA qualification (or be qualified by experience).
• Experience in an accountancy practice.
• Experience managing a client portfolio.
• Strong technical knowledge of accounts preparation and taxation.
• Excellent communication and relationship management skills.
• A proactive and commercial approach to client service.
• Experience with cloud-based accounting software such as Xero, Sage, or QuickBooks.

Responsibilities

• Managing a portfolio of limited company, partnership, and sole trader clients.
• Preparing and reviewing statutory accounts.
• Reviewing management accounts and bookkeeping work.
• Preparing and reviewing corporation tax and personal tax returns.
• Acting as the main point of contact for clients and responding to day-to-day queries.
• Advising clients on business performance, growth, and financial matters.
• Supporting and mentoring junior members of the team.
• Identifying opportunities to add value and develop client relationships.
• Ensuring work is completed accurately and within agreed deadlines.

Skills

Client portfolio management

Relationship management

Communication skills

Business advisory

Education

ACA or ACCA qualification

Qualified by experience

Tools

Xero

Sage

QuickBooks

Job description

Alexander Daniels are partnering with a well-established Accountancy Practice that is looking for a Senior Accountant / Client Manager to join its growing team. This is a fantastic opportunity for an ambitious accounting professional who enjoys building long-term client relationships, managing a diverse portfolio, and acting as a trusted advisor to businesses. The firm has built an excellent reputation within the local market and prides itself on delivering a high-quality, personal service to its clients.

The Role:

You will manage a varied portfolio of SME clients across a range of sectors, taking ownership of client relationships and providing expert accounting and business advice.

• Managing a portfolio of limited company, partnership, and sole trader clients
• Preparing and reviewing statutory accounts
• Reviewing management accounts and bookkeeping work
• Preparing and reviewing corporation tax and personal tax returns
• Acting as the main point of contact for clients and responding to day-to-day queries
• Advising clients on business performance, growth, and financial matters
• Supporting and mentoring junior members of the team
• Identifying opportunities to add value and develop client relationships
• Ensuring work is completed accurately and within agreed deadlines

About You

• ACA or ACCA qualification (or be qualified by experience)
• Previous experience working within an accountancy practice
• Experience managing a client portfolio
• Strong technical knowledge of accounts preparation and taxation
• Excellent communication and relationship management skills
• A proactive and commercial approach to client service
• Experience with cloud-based accounting software such as Xero, Sage, or QuickBooks