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
- Report directly to the Client Services Manager.
- Manage workflows for a small team, ensuring timely, accurate, and cost-effective delivery of work in line with client commitments.
- Oversee the management, development, and coaching of junior staff.
- Maintain a portfolio of clients, ensuring high-quality service and expert guidance.
- Prepare accounts for sole traders, partnerships, and limited companies.
- Handle corporation and personal tax returns.
- Conduct initial file reviews for technical accuracy before managerial and director-level assessment.
- Perform analytical reviews of clients' financial data and lead review meetings to facilitate their understanding.
- Promote the firm's services and identify value-added opportunities for clients.
- Manage personal daily workloads efficiently.
The Requirements
- At least four years of experience in an accountancy practice.
- Qualified AAT, ACA, ACCA, or part-qualified ACA/ACCA (or qualified by experience).
- Strong technical knowledge of current Financial Reporting Standards.
- Proven track record of delivering excellent client service.
- Ability to work independently without supervision.
- Capacity to meet strict deadlines.
- Excellent written and verbal communication skills.
- Strong proficiency in accounting/tax systems; experience with Xero is an advantage.
- 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.