Location: Hybrid / Wokingham RG41 2RX, UK
job type: Permanent / Part-time
Sector and subsector: Accounting & Finance | Audit & Practice
Salary: Negotiable salary
We are looking for an experienced Client Manager to join our team on a part-time basis. This role is ideal for someone seeking hours that fit around school commitments, offering flexibility whilst maintaining a rewarding and professional career in practice.
As a Client Manager your role will involve:
- Managing a portfolio of 40–50 clients across a range of sectors.
- Preparing and reviewing statutory accounts for limited companies & sole traders.
- Preparing and submitting VAT Returns.
- Preparing Corporation Tax returns.
- Preparing Personal Tax returns.
- Building and maintaining strong client relationships.
- Responding to client queries and providing ongoing support and advice.
- Supporting the wider team with ad-hoc client and practice matters as required.
The Ideal Client Manager candidate will have:
- Previous experience working within an accountancy practice environment.
- Experience managing a portfolio of clients independently.
- Excellent communication and client relationship management skills.
- The ability to prioritise work and manage deadlines effectively.
- A proactive and organised approach.
- Strong attention to detail.
Experience with the following software would be highly advantageous:
- CCH
- Xero
- TaxCalc
- FreeAgent
In return bk plus will offer:
· Death in service (4x salary)
· 24 hour access to a GP
· x1 professional subscription paid for
· Access to a EV Scheme
· Access to a Cycle to work scheme
· Access to a discount platform
· Access to an EAP system
· Employee Referral Scheme
. 20-25 hours per week across 5 days (Monday - Friday)
Client Manager in Winnersh employer: Hollybank Trustees Ltd
Hollybank Trustees Ltd is an exceptional employer, offering a dynamic work environment in Rough Hills, England, where collaboration and client-focused strategies thrive. With a flexible hybrid working model, a comprehensive benefits package including an enhanced pension scheme, and ample opportunities for professional development, employees are empowered to grow their careers while making a meaningful impact in the investment advisory sector.