Client Manager

Client Manager

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

Edinburgh

The Company

The company is an Edinburgh-based, independent practice providing accounting, tax, and advisory services to a varied client base, primarily small to medium businesses. It offers a supportive environment where professionals can develop their skills and advance their careers. The team typically manages hundreds of clients across different industries, focusing on quality and efficiency. The Practice prioritises a culture of continuous improvement and excellence – many of the team have worked there for 5 years plus.

The Role

As a Client Manager, you will oversee a portfolio of clients, ensuring their accounting needs are met accurately and promptly. Your role involves preparing year-end accounts, corporation tax returns, and management accounts, while maintaining strong client relationships. You will also be responsible for reviewing work, identifying new opportunities, and supporting team collaboration.

• Lead the preparation of year-end accounts on IRIS for clients with turnovers of £100k-£2m.
• Complete corporation tax and self-assessment returns for clients and directors.
• Review and peer assess quarterly, and annual accounts prepared by colleagues.
• Manage VAT returns and other compliance tasks as required.
• Act as the primary contact for designated clients, ensuring timely responses and profitability.
• Conduct pre- and post-year-end meetings, review pricing, identify cross-selling opportunities, and oversee workflow efficiency.
• Prepare management accounts within agreed timescales, attending client meetings when appropriate.
• Maintain Xero certification and leverage experience with add-ons like Dext, Futrli, and EPOS systems.
• Foster continuous process improvements and ensure AML procedures are followed.
• Undertake additional ad hoc tasks as directed by senior management.

The Ideal Candidate

You should be a motivated accounting professional with experience managing client portfolios and a strong grasp of UK accounting standards. xgikmsk

Mandatory:

• Minimum 2 years' practice or industry experience in accounting or finance roles.
• Part-qualified or fully qualified
• Knowledge of VAT procedures and complian...