Senior Client Manager

Hays; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy practice in Reading seeks a Senior Client Manager to deliver high-quality financial services. This role involves managing client accounts, leading a team, and ensuring service excellence. With a supportive environment and opportunities for progression, the ideal candidate will have a strong background in accountancy and client management.

Benefits

Company Pension Scheme

25 days of annual leave plus bank holidays

Life Assurance at 4x annual salary

Employee Assistance Programme

Flexible Benefits platform

Qualifications

• At least four years of experience in an accountancy practice.
• Strong technical knowledge of Financial Reporting Standards.
• Ability to work independently and meet strict deadlines.

Responsibilities

• Manage workflows for a small team and prepare accounts for clients.
• Oversee the development and coaching of junior staff.
• Conduct reviews of clients' financial data and promote the firm's services.

Skills

Client Service

Financial Reporting Standards

Communication

Accounting Systems

Excel

Education

Qualified AAT, ACA, ACCA or part-qualified ACA/ACCA

Tools

Xero

Job description

Senior Client Manager - Reading - Top 20 Practice - Part or Newly Qualified

Senior Account Manager
Reading
Permanent, Full-Time

Company Overview

This dynamic and ambitious accountancy practice, located on the outskirts of Reading, Berkshire, specializes in providing high-quality financial services. The firm is highly successful and accredited to offer Chartered Accountancy, Chartered Tax Advisory, and Probate Services. This role presents an exceptional opportunity for career progression within a supportive and professional environment.

The Role

1. Report directly to the Client Services Manager.
2. Manage workflows for a small team, ensuring timely, accurate, and cost-effective delivery of work in line with client commitments.
3. Oversee the management, development, and coaching of junior staff.
4. Maintain a portfolio of clients, ensuring high-quality service and expert guidance.
5. Prepare accounts for sole traders, partnerships, and limited companies.
6. Handle corporation and personal tax returns.
7. Conduct initial file reviews for technical accuracy before managerial and director-level assessment.
8. Perform analytical reviews of clients' financial data and lead review meetings to facilitate their understanding.
9. Promote the firm's services and identify value-added opportunities for clients.
10. Manage personal daily workloads efficiently.

The Requirements

1. At least four years of experience in an accountancy practice.
2. Qualified AAT, ACA, ACCA, or part-qualified ACA/ACCA (or qualified by experience).
3. Strong technical knowledge of current Financial Reporting Standards.
4. Proven track record of delivering excellent client service.
5. Ability to work independently without supervision.
6. Capacity to meet strict deadlines.
7. Excellent written and verbal communication skills.
8. Strong proficiency in accounting/tax systems; experience with Xero is an advantage.
9. High-level competency in Excel and IT applications.

The Package

• Company Pension Scheme
• 25 days of annual leave plus bank holidays
• Additional annual leave days based on seniority
• Option to buy up to 5 additional days of leave, up to a maximum of 30 days per year
• Business closure over Christmas
• Life Assurance at 4x annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform
• Flexible Benefits platform with options for various insurances (dependent on seniority & self-funded at corporate rates):
• PMI (single or family)
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental (subject to exceptions and business needs)

Note: This job posting is active and not expired.