Senior Client Manager - Accountancy

Insite Finance; Cardiff; On-site; GBP 65,000 - 80,000; Full time

Job summary

Insite Finance in Cardiff is seeking a Senior Client Manager - Accountancy to take senior ownership of a substantial client portfolio and lead regular face-to-face meetings with business owners. The role involves reviewing statutory accounts, advising on accounting and wider business issues, and managing workflow across managers, seniors and trainees.

The successful candidate will be ACA or ACCA qualified with progression to Manager/Senior Manager in a UK practice environment.

Qualifications

• ACA or ACCA qualification.
• Experience reviewing statutory accounts and complex files.
• Ability to own client relationships and drive business opportunities.

Responsibilities

• Taking senior ownership of a substantial client portfolio.
• Leading regular face-to-face meetings with business owners.
• Reviewing statutory accounts and technically complex files.
• Advising clients on accounting and wider business issues.
• Managing workflow across managers, seniors and trainees.
• Developing people and improving the quality of work beneath you.
• Working alongside directors on key relationships.
• Identifying opportunities to expand existing client relationships.
• Supporting selected new business opportunities.

Skills

Client management

Accounting advisory

People development

Stakeholder meetings

Education

ACA or ACCA qualified

Job description

Senior Client Manager - Accountancy

Cardiff £65,000-£80,000

The interesting bit

There comes a point where being given another twenty clients isn't really progression. This opportunity offers something broader. A highly profitable independent firm is creating additional senior capacity as part of a significant period of growth and investment. The Senior Client Manager - Accountancy will work closely with an established director who is already operating at capacity, creating genuine scope to take ownership rather than simply provide another layer of review. The client portfolio ranges from entrepreneurial start-ups through to established owner-managed businesses approaching £15m turnover.

Clients here expect advice. A business owner might come into a meeting with a technical accounting issue, a restructuring question or simply something they haven't encountered before and ask, "How do we deal with this?" You'll need enough technical depth to work through the problem rather than immediately pass it somewhere else. That's particularly important for this Senior Client Manager - Accountancy position.

Your responsibilities

• Taking senior ownership of a substantial client portfolio
• Leading regular face-to-face meetings with business owners
• Reviewing statutory accounts and technically complex files
• Advising clients on accounting and wider business issues
• Managing workflow across managers, seniors and trainees
• Developing people and improving the quality of work beneath you
• Working alongside directors on key relationships
• Identifying opportunities to expand existing client relationships
• Supporting selected new business opportunities

The role would suit somebody ACA or ACCA qualified who has progressed to Manager or Senior Manager level within a UK practice environment. Technical ability matters, but so does judgement. The firm wants someone capable of sitting opposite a business owner, understanding the real problem behind their question and giving them a useful answer. The Senior Client Manager - Accountancy will be a visible senior figure within the Cardiff office, with a credible route towards Director as the firm continues to expand.

The interesting bit

What you'll get

• £65,000-£80,000
• Clear progression towards Director
• Significant client ownership
• Broad, sector-agnostic portfolio
• Highly profitable and growing business
• Experienced leadership team
• Strong investment into future growth
• Long-serving and supportive colleagues

This is an intentionally face-to-face model. For someone who enjoys building relationships and wants clients to genuinely know who they are dealing with, that is a real strength. The opportunity is based in Cardiff and is particularly well suited to someone who has reached senior management but wants greater autonomy, visibility and influence.