At a Glance
- Tasks: Manage a diverse portfolio of clients and provide strategic business and tax advice.
- Company: Established accountancy practice with a focus on client relationships and team development.
- Benefits: Competitive salary, career progression, and the chance to lead a dynamic team.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a successful practice and make a real impact on client success and team growth.
- Qualifications: AAT or ACCA qualification and experience in managing client portfolios.
The predicted salary is between 40000 - 50000 £ per year.
Client Manager / Senior Manager – Bolton
This well-established practice is seeking an ambitious accounting professional to manage a diverse portfolio of owner‑managed businesses (OMBs) and SMEs, delivering high-quality compliance services alongside proactive business and tax advice.
This is an excellent opportunity for someone who enjoys building long‑term client relationships, leading a team, and playing a key role in the continued growth of a successful accountancy practice.
The Role
As Client Manager / Senior Manager, you will be responsible for managing your own portfolio of clients, overseeing compliance work, providing strategic advice, and supporting the development of junior staff.
- Your responsibilities will include
- Managing a portfolio of OMB and SME clients, providing a proactive and commercially focused service.
- Reviewing statutory accounts and management accounts from planning through to completion.
- Reviewing corporation tax, personal tax and VAT returns, ensuring compliance with HMRC and Companies House requirements.
- Advising clients on business matters, tax planning, remuneration strategies, pension contributions and capital investment.
- Overseeing company secretarial work, including company formations, confirmation statements (CS01s) and other statutory filings.
- Managing annual compliance work such as P11Ds and ensuring all client deadlines are met.
- Leading, mentoring and developing a team of qualified and part‑qualified accountants.
- Conducting client meetings and acting as the main point of contact for your portfolio.
- Working closely with senior management and credit control to ensure excellent client service and efficient billing.
- Monitoring portfolio performance and reporting key metrics to the leadership team.
- Identifying opportunities to introduce additional services that add value to clients.
- Maintaining the highest standards of technical quality and client service while acting as a role model within the team.
About You
To be considered, you will ideally have
- AAT or ACCA qualification (applications from experienced part‑qualified ACCA candidates will also be considered).
- Previous experience managing a portfolio within an accountancy practice.
If you're based in the Bolton area and are looking to take the next step in your accountancy career, we'd be delighted to hear from you.
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Accounts Manager - Bolton employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
