Client Manager

Client Manager

Thirsk Full-Time 45000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage your own client portfolio and review accounts and tax returns.
  • Company: Join a leading multi-site firm of Chartered Accountants in Thirsk.
  • Benefits: Enjoy hybrid working, health benefits, and flexible office hours.
  • Why this job: Great opportunity for career progression in a supportive team environment.
  • Qualifications: ACA or ACCA qualified, with experience in accountancy preferred.
  • Other info: Salary ranges from £45,000 to £50,000, with additional leave options.

The predicted salary is between 45000 - 50000 £ per year.

Are you seeking career progression in a growing firm?

We have a new opportunity for a Client Manager to join a large, multi-site firm of Chartered Accountants, at their office based in Thirsk.

This firm offers a variety of services to their clients, ensuring they provide a well-rounded approach. From Audit and Accounts through to Corporate Finance, this firm are dedicated to providing excellent service.

As a Client Manager, you will be responsible for:

  • Managing your own portfolio of clients.
  • Review company, partnership, and sole trader accounts.
  • Review VAT returns.
  • Review Personal Tax returns.
  • Training and supporting junior members of the team.

To qualify for this Client Manager role, ideally you will meet the following:

  • ACA or ACCA qualified or qualified by experience.
  • Experience working as a Senior Accountant / Client Manager in an Accountancy firm.
  • Experience using Xero, Sage, and QuickBooks would be advantageous.

What’s on offer?

  • Hybrid working
  • Health benefits
  • Additional annual leave after continuous years of service
  • Can buy up to 5 days additional annual leave
  • Flexible office hours
  • Salary from £45,000 to £50,000

If you are interested in this Client Manager position or would like any further information, please contact Leah Mason at IPS Finance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.

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Client Manager employer: IPS Group Ltd

Join a dynamic and supportive team at our large, multi-site firm of Chartered Accountants in Thirsk, where we prioritise employee growth and career progression. With a strong focus on work-life balance through hybrid working options and flexible hours, alongside health benefits and additional annual leave, we foster a culture of collaboration and excellence. As a Client Manager, you will not only manage your own portfolio but also play a key role in mentoring junior staff, ensuring a rewarding and impactful career path.
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Contact Detail:

IPS Group Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Manager

✨Tip Number 1

Network with professionals in the accountancy field, especially those who work at or have connections to the firm you're applying to. Attend industry events or join relevant online forums to make valuable contacts.

✨Tip Number 2

Familiarise yourself with the specific software mentioned in the job description, such as Xero, Sage, and QuickBooks. Consider taking a short course or tutorial to boost your confidence and demonstrate your commitment to learning.

✨Tip Number 3

Prepare for potential interviews by practising common questions related to client management and accountancy. Think about your past experiences and how they align with the responsibilities of the Client Manager role.

✨Tip Number 4

Research the firm thoroughly, including their values, services, and recent news. This will help you tailor your conversations and show genuine interest during any discussions with the hiring team.

We think you need these skills to ace Client Manager

Client Relationship Management
Accountancy Knowledge
Financial Reporting
Taxation Knowledge
Portfolio Management
Experience with Xero
Experience with Sage
Experience with QuickBooks
Team Leadership
Training and Development
Attention to Detail
Analytical Skills
Communication Skills
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Senior Accountant or Client Manager. Emphasise your qualifications, such as ACA or ACCA, and any relevant software skills like Xero, Sage, or QuickBooks.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your ability to provide excellent service. Mention specific experiences where you successfully managed client portfolios or trained junior staff.

Highlight Relevant Experience: In your application, clearly outline your experience with reviewing accounts, VAT returns, and personal tax returns. Use specific examples to demonstrate your expertise in these areas.

Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with a growing firm of Chartered Accountants. Mention how you align with their values and your eagerness to contribute to their success.

How to prepare for a job interview at IPS Group Ltd

✨Know Your Numbers

As a Client Manager, you'll be dealing with financial data daily. Brush up on your knowledge of accounts, VAT returns, and personal tax returns. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in these areas.

✨Familiarise Yourself with Software

Since experience with Xero, Sage, and QuickBooks is advantageous, make sure you are comfortable discussing these tools. If you have used them in previous roles, be ready to share how you leveraged these platforms to improve efficiency or client satisfaction.

✨Showcase Your Leadership Skills

You'll be training and supporting junior team members, so highlight any previous mentoring or leadership experiences. Prepare to discuss how you've helped others grow in their roles and how you approach team dynamics.

✨Research the Firm

Understanding the firm's services and values will help you tailor your responses during the interview. Familiarise yourself with their approach to client management and be ready to explain how your skills align with their mission of providing excellent service.

Client Manager
IPS Group Ltd
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  • Client Manager

    Thirsk
    Full-Time
    45000 - 50000 £ / year (est.)

    Application deadline: 2027-07-14

  • I

    IPS Group Ltd

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