Client Manager | Accountancy Practice in Waterlooville

Client Manager | Accountancy Practice in Waterlooville

Waterlooville Full-Time 53500 - 58000 £ / year (est.) Home office (partial)
H

At a Glance

  • Tasks: Manage client portfolios and lead a team of accountants in delivering exceptional service.
  • Company: Modern, growing accountancy firm that values its people and fosters collaboration.
  • Benefits: Competitive salary, hybrid working, extra holiday for Christmas and your birthday, plus medical cover.
  • Other info: Enjoy ongoing professional development and genuine career progression opportunities.
  • Why this job: Join a supportive environment where you can make a real impact on clients' businesses.
  • Qualifications: Fully qualified accountant with 5+ years in practice and strong leadership skills.

The predicted salary is between 53500 - 58000 £ per year.

Client Manager – Overview

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people?

This is an excellent opportunity to join a well‑established and forward‑thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory.

Working with an impressive portfolio of owner‑managed businesses, you will play a pivotal role in delivering exceptional client service while leading and developing a team of accountants.

With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long‑term career move within a supportive and collaborative environment.

Responsibilities

  • Managing a portfolio of sole traders, partnerships and limited company clients.
  • Preparing, reviewing and submitting statutory accounts and tax returns.
  • Leading, mentoring and developing your own team of accountancy professionals.
  • Reviewing work completed by team members and providing technical guidance and feedback.
  • Ensuring client deadlines and service level agreements are consistently achieved.
  • Supporting clients with tax planning and providing commercially focused advice.
  • Advising clients on advisory areas including cash‑flow, budgeting and business performance.
  • Managing client relationships and acting as a trusted point of contact.
  • Leading year‑end meetings and conducting client fee reviews.
  • Liaising with HMRC and other regulatory bodies on behalf of clients.
  • Supporting the onboarding of new clients and ensuring a smooth transition into the business.
  • Contributing to the ongoing development and success of the wider practice.
  • Demonstrating leadership behaviours aligned to the company values.
  • Candidate Requirements
  • ACCA, ACA, FMAAT or equivalent fully qualified accountant or tax advisor who holds a current professional body membership.
  • Minimum of 5 years’ experience working within an accountancy practice environment.
  • Strong experience preparing and reviewing accounts and tax returns for a varied client portfolio.
  • Sound technical knowledge across accounts preparation, taxation and compliance.
  • Experience managing client relationships and delivering advisory services.
  • Previous leadership, mentoring or team supervision experience would be advantageous.
  • Practical experience using cloud accounting software such as Xero, Quick Books, Dext or similar.
  • Strong communication skills with the confidence to present complex information in a clear and practical manner.
  • Highly organised with excellent time management and attention to detail.

Benefits

  • Salary of £53,500 – £58,000 depending on experience.
  • Hybrid working with up to 2 days working from home.
  • Additional holiday allowance over the Christmas period.
  • Additional paid day’s leave for your birthday (when on a working day).
  • WPA Cash‑plan private medical cover.
  • Professional body membership fees covered.
  • Full‑time 36.5‑hour working week (16:00 on a Friday).
  • Ongoing professional development and training opportunities.
  • Opportunity to work closely with business owners and provide value‑added advisory services.
  • Supportive, collaborative and people‑focused culture.
  • Genuine career progression opportunities within a growing practice.
  • Modern systems and technology‑driven working environment.
  • Equal Opportunity Employer

CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics.

#J-18808-Ljbffr

Client Manager | Accountancy Practice in Waterlooville employer: Heelan Associates Ltd

Join a vibrant and rapidly growing Accountancy Practice in Waterlooville, Hampshire, where your contributions are valued and your professional growth is nurtured. With a strong emphasis on teamwork, continuous learning, and a supportive work culture, we prioritise family values and encourage open communication, ensuring that every team member feels respected and empowered. Enjoy the unique advantage of a flexible working environment, with opportunities to mentor others while delivering exceptional service to our inspiring small business clients.

H

Contact Details:

Heelan Associates Ltd Recruitment Team

We think you need these skills to ace Client Manager | Accountancy Practice in Waterlooville

Client Relationship Management
Statutory Accounts Preparation
Tax Returns Submission
Team Leadership
Mentoring
Technical Guidance
Time Management