Senior Client Manager - Accountancy, Path to Director

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

Benefits offered by this job

Clear progression toward Director

Significant client ownership

Broad, sector-agnostic portfolio

Strong leadership team

Investment into growth

Job summary

Insite Finance seeks a Senior Client Manager - Accountancy in Cardiff. You will take senior ownership of a diverse client portfolio, lead face-to-face meetings with owners, and review complex statutory accounts while advising on accounting and business issues.

You’ll manage workflows across teams, develop people, and work with directors on key relationships. The role offers scope toward Director as the firm grows and expands in a profitable environment.

Qualifications

• ACA/ACCA qualified with UK practice experience.

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

Senior stakeholder meetings

Statutory accounts review

Business advisory

People development

Leadership

New business opportunities

Education

ACA or ACCA qualification

Job description

Insite Finance seeks a Senior Client Manager - Accountancy in Cardiff. You will take senior ownership of a diverse client portfolio, lead face-to-face meetings with owners, and review complex statutory accounts while advising on accounting and business issues.

You’ll manage workflows across teams, develop people, and work with directors on key relationships. The role offers scope toward Director as the firm grows and expands in a profitable environment.