At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert financial advice.
- Company: Established accountancy practice with a focus on client relationships.
- Benefits: Competitive salary, hybrid working, 25 days leave, and private medical insurance.
- Other info: Enjoy flexible hours, ongoing training, and fun team events.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: 5+ years in accountancy, strong communication skills, and AAT/ACCA qualified.
The predicted salary is between 45000 - 55000 £ per year.
Client Manager
Employment Type
Full-time, permanent
Working Arrangements
Hybrid and flexible working
Salary
Competitive and dependent on experience
Role Overview
An established accountancy practice is seeking an experienced Client Manager to manage a varied portfolio of owner-managed businesses.
The role combines accounts preparation, tax compliance, management accounts, business advisory work and team supervision.
- Main Responsibilities
- Manage a portfolio of limited companies, LLPs, partnerships and sole traders.
- Prepare and review year-end accounts, business tax computations and tax returns.
- Prepare Self Assessment returns and Capital Gains Tax computations.
- Assist with R&D tax claims and tax-planning opportunities.
- Manage and review bookkeeping, VAT and management accounting services.
- Prepare management accounts, forecasts, budgets, cash-flow projections and performance reports.
- Advise clients on profitability, efficiency, financial controls and business processes.
- Build strong relationships and act as a key point of contact for clients.
- Ensure work is completed accurately and within agreed deadlines.
- Attend client meetings alongside senior managers or directors.
- Supervise, review and support the development of junior team members.
- Train colleagues and clients in the use of Xero and other cloud-accounting applications.
- Assist with billing, work in progress, workflow planning and credit control.
- Identify opportunities to introduce additional services and new clients.
Skills and Experience
- At least five years’ experience within an accountancy practice.
- Experience managing or supporting a portfolio of clients.
- Strong accounts preparation and taxation knowledge.
- Experience preparing or reviewing management accounts, VAT returns and bookkeeping.
- Confident client communication and relationship-management skills.
- Experience supervising or developing junior colleagues.
- AAT or ACCA qualified, part-qualified or qualified by experience.
- Knowledge of Xero and cloud-accounting software.
- Tax Calc experience would be advantageous.
Benefits
- Competitive salary
- Hybrid working
- Flexible start and finish times
- 25 days’ annual leave, including the Christmas and New Year office closure
- Additional day off for your birthday
- Increased holiday entitlement following three years’ service
- Private medical insurance after two years
- Smart business-casual dress code and dress-down Fridays
- Regular team social events
- Ongoing training and career development
Accountancy Client Manager in Wilmslow employer: Imperium Financial Recruitment Careers
Imperium Financial Recruitment is an outstanding employer, offering a dynamic work environment in Bolton where experienced legal professionals can thrive. With a strong focus on employee development, the company provides ample opportunities for growth and mentorship, ensuring that team members are well-supported in their roles. The collaborative culture fosters innovation and excellence, making it an ideal place for those seeking meaningful and rewarding careers in housing disrepair law.
Contact Details:
Imperium Financial Recruitment Careers Recruitment Team
