Senior Client Manager

Reed; Cheltenham; On-site; GBP 45,000 - 60,000; Full time

Job summary

An established accountancy practice in Cheltenham is seeking a Senior Client Manager to lead a team, manage client accounts, and ensure high-quality service. The ideal candidate must possess ACA/ACCA qualifications and have over 5 years of experience in a fast-paced accountancy setting. Responsibilities include coaching staff, preparing accounts and tax returns, and onboarding new clients. This role offers an opportunity to work within a supportive environment committed to development and compliance.

Qualifications

• Minimum 5 years experience in an accountancy practice.
• Proven ability to prepare accounts and tax returns.
• Experience in client meetings and providing advice.

Responsibilities

• Coach and develop team members directly.
• Manage accounts and tax returns for clients.
• Onboard new clients and handle integration.

Skills

Account preparation

Client management

Tax knowledge

Team leadership

Use of Xero

Use of QuickBooks

Use of DEXT

Use of Free Agent

Education

ACA/ACCA Qualification

Tools

Xero

QuickBooks

DEXT

Free Agent

Job description

Overview

Are you looking to join an established Accountancy Practice? Reed Practice are proud to be recruiting for an established accountancy practice that has been in operation for 10+ years. They are seeking to add a Senior Client Manager to their team in Cheltenham.

Responsibilities

• To coach, train, develop and lead their team (4-5 direct reports)
• To perform relevant employees 1-2-1 meetings for a section of the accounting team.
• To support the Accountancy Manager with planning and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc.
• To support the Accountancy Manager in developing internal systems and controls to ensure standards are met to support our company values as required.
• To support the recruitment and interview process with the Recruitment Lead as required.
• To manage the process of (and where required, directly carry out) preparing, sending and submitting accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
• To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc.
• To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
• To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• To provide external training e.g., client bookkeeping training and as applicable as per our company values.

Qualifications

• Must be ACA/ACCA Qualified
• Extensive (5+ years) experience of working in a fast-paced accountancy practice with responsibility for a varied caseload of clients, training other colleagues
• Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
• Experience of holding clients meeting, giving advice and utilising Xero, QuickBooks, DEXT and Free Agent to produce client work.
• Sound understanding and working knowledge of Tax.

If you feel this role is for you, please apply now!