Senior Client Manager (Accountant)

CMA Recruitment Group; Waterlooville; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A dynamic accountancy firm in Waterlooville seeks a Senior Client Manager (Accountant) to manage a portfolio of SME clients while leading a small team. Ideal candidates are ACA/ACCA qualified, have strong technical skills in accounts and tax, and excel in client relationship management. The role offers flexible working, CPD support, and a collaborative culture.

Benefits

Flexible working with 1 day WFH option

Full CPD and career development support

Supportive, collaborative culture

Regular networking and team events

Qualifications

• Experience in practice with a strong background in accounts preparation and tax compliance.
• Proven supervisory or leadership experience.
• Ability to explain complex information clearly.

Responsibilities

• Manage a portfolio of clients including Sole Traders, Partnerships, and Limited Companies.
• Oversee preparation and submission of accounts and tax returns.
• Supervise, mentor, and train a small team of accountants.
• Provide advisory support to clients including cashflow, budgets, pricing, and tax planning.
• Lead client onboarding and relationship management.

Skills

Communication skills

Technical grounding in accounts preparation

Leadership experience

Client relationship management

Proficiency in Xero, QuickBooks, Dext, and FreeAgent

Education

ACA / ACCA qualified or equivalent

Job description

Do you want to combine technical expertise with leadership in a supportive, people-focused practice? A dynamic and growing accountancy firm in Waterlooville is seeking a Senior Client Manager (Accountant) to take responsibility for a portfolio of SME clients, while leading a small team and contributing to the continued growth of the firm.

This independent, modern-thinking practice is built on traditional values and puts relationships over numbers, offering a supportive team culture, strong client focus and genuine opportunities for progression.

What will the Senior Client Manager role involve?

• Managing a portfolio of clients including Sole Traders, Partnerships, and Limited Companies
• Reviewing and overseeing the preparation and submission of accounts and tax returns
• Supervising, mentoring and training a small team of accountants
• Providing advisory support to clients including cashflow, budgets, pricing and tax planning
• Leading client onboarding and relationship management
• Ensuring deadlines are met and maintaining a high-quality client experience
• Acting as a key point of contact with HMRC and Companies House
• Participating in networking and business development activities

Suitable Candidate for the Senior Client Manager vacancy:

• ACA / ACCA qualified (or equivalent) with experience in practice
• Strong technical grounding in accounts preparation, tax compliance and advisory services
• Proven supervisory or leadership experience within a practice environment
• Excellent communication and client relationship skills, with the ability to explain complex information clearly
• Comfortable using Xero, QuickBooks, Dext and FreeAgent (training provided if needed)
• Commercially minded, proactive and committed to professional growth

Additional benefits and information:

• Flexible working with 1 day WFH option
• Full CPD and career development support
• Supportive, collaborative culture with modern values
• Friendly office environment with regular networking and team events

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