Client Manager in Winnersh

Client Manager in Winnersh

Winnersh Full-Time No working from home possible
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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)

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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.

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Contact Details:

Hollybank Trustees Ltd Recruitment Team