An opportunity has arisen for a Client Manager (Accountant) to join an accountancy practice providing accounting, bookkeeping, payroll and tax services to small businesses.
As a Client Manager, you will manage a portfolio of clients, oversee a small accounting team and provide technical guidance, compliance support and accountancy advice.
This is a full-time, permanent, office-based role, with the option to work from home two days a week offering a salary range of £53,500 - £58,000 plus benefits.
You will be responsible for:
- Managing the preparation, review and submission of accounts and tax returns for sole traders, partnerships and limited companies.
- Supervising and supporting a small team of accountants, overseeing workloads and ensuring statutory deadlines are met.
- Providing technical guidance, training and ongoing development to team members.
- Reviewing accounting and tax work, identifying areas for improvement and providing constructive feedback.
- Managing the onboarding of new clients and ensuring their records and accounting requirements are properly established.
- Advising clients on taxation matters, tax planning and opportunities to improve tax efficiency.
- Providing advice on cash flow, budgeting, pricing and other business-related financial matters.
- Arranging and conducting year-end client meetings and reviewing client fees.
- Maintaining accurate financial records, electronic files and client administration.
What we are looking for:
- Full membership of a recognised chartered accountancy body, such as ACCA, ACA or an equivalent professional qualification.
- Approx. 5 years of accountancy practice experience, including managing a varied client portfolio and delivering client work directly.
- Proven ability to prepare, review and check statutory accounts and tax returns for sole traders, partnerships and limited companies.
- Prior experience using Xero or QuickBooks
- A sound understanding of taxation and its practical application.
- Good working knowledge of Microsoft Word and Excel.
- Confidence in advising clients and explaining financial and technical matters clearly, both verbally and in writing.
- A professional, approachable manner with the ability to build effective relationships with clients and colleagues.
The candidates from the following background will be considered:
- Client Manager
- Accounts Manager
- Portfolio Manager (Accountancy Practice)
- Manager - Accountancy Practice
- Accounts & Tax Manager
- Business Services Manager
- Client Services Manager
- Accountancy Manager
- Practice Accounts Manager
- Practice Manager
- Client Accounts Manager
- Client Portfolio Manager
- Outsourcing Manager
- Senior Client Accountant
Whats on offer:
- Competitive Salary.
- Full-time, permanent position.
- Office-based working with the flexibility to work from home two days per week.
- Genuine flexibility and a good work-life balance.
- Company pension scheme.
- Enhanced annual leave and sick pay.
- Employee Assistance Programme.
- Formal and informal training with opportunities to develop specialist knowledge.
- Family-friendly working environment.
- On-site parking.
- Regular team socials and employee events.
- Supportive and welcoming working environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
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Client Manager : Accountancy Practice in Waterlooville employer: Additional Resources Ltd.
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