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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and oversee accounts and tax compliance.
- Company: Join a growing chartered accountancy practice in Surrey with a supportive culture.
- Benefits: Enjoy competitive salary, hybrid working, and progression opportunities.
- Why this job: Gain hands-on experience while mentoring juniors and building client relationships.
- Qualifications: Must be ACA/ACCA qualified with 3-5 years of practice experience.
- Other info: Option to engage in audits or personal tax if desired.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Client Manager – Client Portfolio Lead (Accounts/Corporation Tax)
Location: Surrey (Hybrid / Office-based)
Salary: Competitive
Full-time | ACA/ACCA Qualified | Chartered Accountancy Practice
The Firm
A well-established and growing chartered accountancy practice in Surrey is seeking an experienced Client Manager to take ownership of a varied client portfolio. The firm offers a professional but supportive culture, modern systems, and clear progression opportunities.
The Role
As Client Manager, you will manage a diverse portfolio of owner-managed businesses and SMEs across various sectors. This is a hands-on role combining technical delivery, team supervision, and client relationship management.
You'll be responsible for overseeing the full cycle of accounts and corporation tax compliance while also mentoring junior staff and contributing to the firm’s wider success.
Key Responsibilities
- Manage your own portfolio of clients across a variety of industries
- Responsible for start to end process of requesting client records, reviewing junior team members’ work, finalisation of statutory accounts and CT600s, issuing draft accounts (subject to partner approval), finalisation and billing process
- Prepare complex accounts and corporation tax returns where needed
- Supervise and review the work of junior team members
- Liaise with clients directly to handle queries
- Building relationships with clients and reviewing on a regular basis, ensuring they are getting the support they need
- Prepare or assist with monthly/quarterly management accounts
- Option to be involved in audit assignments (if desired)
- Option to be involved in personal tax (if desired)
- Coordinate with internal teams (bookkeeping, payroll, personal tax) to provide a full-service approach
- Monitor job budgets and profitability, ensuring fees reflect time and complexity
- Liaise with HMRC as required
- Report directly to Partners and assist with implementing internal procedures and policies
- Ensuring deadlines are met in a timely manner
- Ensuring a commercial view with respect to fees charged versus actual time spent
About You
- ACA or ACCA qualified (or equivalent)
- Minimum 3–5 years of practice experience post-qualification (or at senior level)
- Strong technical knowledge in accounts preparation and corporation tax
- Confident in managing client relationships and providing advice
- Experience mentoring or supervising junior staff
- Organised, proactive, and commercially aware
- Audit experience is useful but not essential
- Personal tax experience is useful but not essential
What’s On Offer
- Competitive salary
- Hybrid working available
- Modern, collaborative office environment
- Progression opportunities available
- Exposure to a wide range of clients and sectors
Professional, friendly and social team culture
Interested?
If you're a qualified accountant ready to step into a client-facing role with real responsibility and autonomy, apply now or get in touch to find out more.
Client Manager Accounts Tax employer: Halmer Recruit
Contact Detail:
Halmer Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accounts Tax
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in chartered practices. Attend industry events or webinars to connect with potential colleagues and clients, which can give you an edge when applying for the Client Manager position.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in accounts preparation and corporation tax. Being well-versed in current practices will not only boost your confidence but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and mentoring junior staff. Think of specific examples where you've successfully navigated challenges or improved processes, as these stories will resonate well with the hiring team.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their client base, values, and culture. This knowledge will help you tailor your responses and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Client Manager Accounts Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in managing client portfolios. Emphasise your technical knowledge in accounts preparation and corporation tax, as well as any mentoring or supervisory roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your ability to build strong relationships with clients. Mention specific examples of how you've successfully managed client accounts and contributed to team success in previous roles.
Highlight Relevant Experience: In your application, focus on your 3-5 years of practice experience post-qualification. Detail your hands-on experience with the full cycle of accounts and corporation tax compliance, and any involvement in audit or personal tax assignments.
Showcase Your Soft Skills: Don't forget to mention your organisational skills, proactivity, and commercial awareness. These are crucial for the role, so provide examples of how you've demonstrated these qualities in your previous positions.
How to prepare for a job interview at Halmer Recruit
✨Showcase Your Technical Knowledge
As a Client Manager, you'll need to demonstrate your strong technical knowledge in accounts preparation and corporation tax. Be prepared to discuss specific examples from your past experience where you've successfully managed complex accounts or tax returns.
✨Emphasise Client Relationship Management
This role involves direct client interaction, so it's crucial to highlight your experience in managing client relationships. Share stories that illustrate how you've built rapport with clients and effectively handled their queries.
✨Demonstrate Leadership Skills
Since you'll be supervising junior staff, it's important to convey your mentoring experience. Discuss how you've guided team members in the past and contributed to their professional development.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage deadlines. Think of situations where you've had to balance multiple priorities or resolve conflicts, and be ready to explain your thought process.
