Job Title: Senior Client Manager (Accountant)
Location: Waterlooville Hampshire (Hybrid: Office-based with 1 day WFH)
Salary: 40 - 50 per year
Job Type: Permanent Full-time
Hours: 37.5 per week
Job Purpose
Seeking an experienced Senior Client Manager to lead and mentor a small team within a dynamic accountancy practice. The successful candidate will provide best‑in‑class service to a growing client portfolio overseeing the preparation and review of accounts and tax returns and delivering sound advisory support to small business clients.
Key Responsibilities
- Manage prepare and submit accounts and tax returns for Sole Traders, Partnerships and Limited Companies.
- Supervise a small team ensuring workloads and statutory deadlines are managed.
- Mentor and provide technical guidance to team members.
- Review accounting and taxation work and offer feedback/training.
- Support planning and monitoring of team performance and KPIs.
- Communicate with clients via phone, email, social media and in‑person.
- Onboard new clients and support their transition through bookkeeping and compliance.
- Advise clients on tax efficiency, cashflow budgets and pricing.
- Complete / review bookkeeping, VAT returns and CIS as required.
- Prepare for and lead year‑end client meetings and fee reviews.
- Maintain organized electronic records and client administration.
- Liaise with HMRC and resolve client queries.
- Deliver training to clients and ensure professionalism and company values in all work.
Requirements
- Full membership of a chartered professional body (e.g. ACCA or equivalent).
- At least 5 years experience in practice covering a wide client base.
- Proven ability to prepare, review and check accounts and tax returns.
- Advisory experience and proficiency with Xero, QuickBooks, DEXT and FreeAgent.
- Advanced knowledge of UK tax and accounting standards.
- Strong use of Microsoft Word and Excel.
- Excellent time management; able to prioritise work and manage shifting demands.
- Effective written and verbal communication skills for both technical and non‑technical audiences.
- Proactive, curious and committed to learning and professional development.
Personal Attributes
- Professional and approachable; strong customer service focus.
- Supportive team player with a growth mindset.
- Maintains high standards for professional appearance.
Benefits
- Additional leave
- Company pension
- Private medical insurance
- Sick pay
- Work from home options
- Company events
Key Skills
- Internal Audit
- Supervising
- Data Entry
- Compliance
- Customer Service
- Accounting & Finance
- General Ledger Accounting
- IFRS
- External Audit
- Microsoft Excel
- ERP
- Payroll
- Financial statement
- ACCA
- CPA