Senior Client Manager

SI Recruitment Limited; Crosshills; On-site; GBP 65,000 - 80,000; Full time

Job summary

SI Recruitment Limited are seeking a Senior Client Manager for a well-established accountancy practice in Cross Hills, near Keighley. The role focuses on managing client relationships, reviewing accounts and supervising staff, with a strong UK practice background.

The ideal candidate will be ACA or ACCA qualified with at least 15 years' UK practice experience, able to supervise a team of four accountants, and comfortable dealing with business owners and senior stakeholders.

Qualifications

• ACA/ACCA or equivalent professional qualification.
• Minimum 15 years' UK-based accountancy practice experience.
• Strong experience in accounts preparation and review.
• Proven ability to manage client relationships.
• Experience supervising or managing accounting staff.
• Strong management accounts experience.
• Proficient with accounting software (CCH, Sage, Xero).

Responsibilities

• Manage a portfolio of clients as senior contact for accounting and tax.
• Build relationships with business owners and senior stakeholders.
• Supervise a team of at least four accountants.
• Review colleagues' work for accuracy and compliance.
• Prepare and review accounts from incomplete records and computerised records.
• Prepare company and personal tax returns.
• Prepare accounts for varied clients including sole traders, limited companies, partnerships and LLPs.
• Prepare and review management accounts.
• Liaise with clients on accounting, tax and practice matters.
• Attend client meetings and visits as required.
• Manage workloads to meet deadlines.
• Support the wider practice with ad-hoc accounting projects.
• Identify issues and provide practical solutions.

Skills

Strong communication

Organisational skills

Excel and Word skills

Attention to detail

Education

ACA/ACCA or equivalent

15 years UK practice experience

Tools

CCH

Sage

Xero

Job description

Senior Client Manager - Accountancy Practice

Location: Cross Hills, Keighley

Salary: £65,000-£80,000 per annum (DOE)

Hours: Monday to Friday, 9:00am - 5:00pm

Working Arrangement: Office-based

About the Role

An established accountancy practice based in Cross Hills, near Keighley, is looking to appoint an experienced Senior Client Manager to join its team.

This is a senior role suited to a ACA or ACCA qualified accountant with a strong background in UK accountancy practice and significant experience managing client relationships, reviewing accounts and supervising staff.

The successful candidate will have a minimum of 15 years' recent experience within a UK accountancy practice and will be confident dealing directly with business owners and senior-level clients, managing their own portfolio and overseeing the work of other accountants.

Key Responsibilities

• Manage a portfolio of clients, acting as a senior point of contact for accounting and tax matters
• Build and maintain strong relationships with clients, including business owners and senior stakeholders
• Supervise and support a team of at least four accountants
• Review the work of colleagues, ensuring a consistently high standard of accuracy and compliance
• Prepare and review accounts from both incomplete records and computerised accounting records
• Prepare company and personal tax returns
• Prepare accounts for a varied portfolio of businesses, including sole traders, limited companies, partnerships and LLPs
• Prepare and review management accounts
• Liaise with clients regarding accounting, tax and general practice matters
• Attend client meetings and visits where required
• Manage workloads effectively and ensure deadlines are met
• Support the wider practice with ad-hoc accounting and client projects
• Identify issues and use initiative to provide practical solutions to clients and colleagues

About You

The ideal candidate will have:

• ACA, ACCA or equivalent professional qualification
• A minimum of 15 years' recent experience within a UK-based accountancy practice
• Strong experience in accounts preparation and review
• Proven experience managing and developing client relationships
• Previous experience supervising or managing accounting staff
• Strong management accounts experience
• Excellent knowledge of accounts preparation for sole traders, limited companies, partnerships and LLPs
• The ability to prepare and review accounts to a high professional standard
• Excellent attention to detail and accuracy
• Strong communication and organisational skills
• The ability to manage competing priorities and work effectively to deadlines
• A proactive approach with the ability to work independently and use initiative
• Good working knowledge of accounting software; experience with CCH, Sage and/or Xero would be advantageous
• Strong Microsoft Excel and Word skills

What's on Offer

• Up to £80,000 per annum (DOE)
• Senior position within an established accountancy practice
• Responsibility for a varied client portfolio
• Team management and client-facing responsibilities
• Monday to Friday, 9:00am-5:00pm
• Office-based role in Cross Hills, Keighley