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.
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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.