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- Tasks: Lead a team in delivering top-notch accountancy services to diverse clients.
- Company: Dynamic accountancy practice with a focus on teamwork and client care.
- Benefits: Enjoy additional leave, private medical insurance, and flexible work options.
- Why this job: Make a real impact by mentoring others and advising small businesses.
- Qualifications: Must be a chartered accountant with 5+ years of experience.
- Other info: Join a supportive environment that values continuous learning and professional growth.
The predicted salary is between 45000 - 50000 £ per year.
Location: Waterlooville, Hampshire (Hybrid: Office-based with 1 day WFH)
Salary: £45,000 – £50,000 per year
Job Type: Permanent, Full-time
Hours: 37.5 per week
Job Purpose: Seeking an experienced Senior Client Manager to lead and mentor a small team within a dynamic accountancy practice. The successful candidate will provide best‑in‑class service to a growing client portfolio, overseeing the preparation and review of accounts and tax returns, and delivering sound advisory support to small business clients.
Key Responsibilities:
- Manage, prepare, and submit accounts and tax returns for Sole Traders, Partnerships, and Limited Companies.
- Supervise a small team, ensuring workloads and statutory deadlines are managed.
- Mentor and provide technical guidance to team members.
- Review accounting and taxation work and offer feedback/training.
- Support planning and monitoring of team performance and KPIs.
- Communicate with clients via phone, email, social media, and in‑person.
- Onboard new clients and support their transition through bookkeeping and compliance.
- Advise clients on tax efficiency, cashflow, budgets, and pricing.
- Complete/review bookkeeping, VAT returns, and CIS as required.
- Prepare for and lead year‑end client meetings and fee reviews.
- Maintain organized electronic records and client administration.
- Liaise with HMRC and resolve client queries.
- Deliver training to clients and ensure professionalism and company values in all work.
Requirements:
- Full membership of a chartered professional body (e.g., ACCA or equivalent).
- At least 5 years’ experience in practice, covering a wide client base.
- Proven ability to prepare, review, and check accounts and tax returns.
- Advisory experience and proficiency with Xero, QuickBooks, DEXT, and FreeAgent.
- Advanced knowledge of UK tax and accounting standards.
- Strong use of Microsoft Word and Excel.
- Excellent time management; able to prioritize work and manage shifting demands.
- Effective written and verbal communication skills for both technical and non‑technical audiences.
- Proactive, curious, and committed to learning and professional development.
Personal Attributes:
- Professional and approachable; strong customer service focus.
- Supportive team player with a growth mindset.
- Maintains high standards for professional appearance.
- Committed to company values including teamwork, respect, continuous learning, and client care.
Benefits:
- Additional leave
- Company pension
- Private medical insurance
- Sick pay
- Work from home options
- Company events
Work Location: Hybrid remote in Waterlooville, PO7 7YH
Senior Client Manager (Accountant) in Waterlooville employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Manager (Accountant) in Waterlooville
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can confidently explain who you are and what you bring to the table. Tailor your pitch to highlight your experience in managing accounts and mentoring teams.
✨Tip Number 3
Show off your skills! If you’ve got experience with Xero, QuickBooks, or any other relevant software, be ready to discuss it. Maybe even prepare a few examples of how you’ve used these tools to improve client outcomes or streamline processes.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, applying directly can sometimes give you an edge over others who go through third-party sites.
We think you need these skills to ace Senior Client Manager (Accountant) in Waterlooville
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Manager role. Highlight your experience in managing accounts and mentoring teams, as well as your proficiency with accounting software like Xero and QuickBooks. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about accountancy and how you can provide best-in-class service to our clients. Don’t forget to mention your commitment to continuous learning and professional development.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application reflects your ability to convey complex information clearly. Whether it’s through your CV or cover letter, we want to see that you can communicate effectively with both technical and non-technical audiences.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Numbers
As a Senior Client Manager, you'll be expected to have a solid grasp of accounts and tax returns. Brush up on your knowledge of UK tax and accounting standards, and be ready to discuss specific examples from your experience. This will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Leadership Skills
Since this role involves mentoring a small team, prepare to share your experiences in leading and developing others. Think of specific instances where you've provided guidance or training, and how that positively impacted your team's performance. This will demonstrate your capability to manage and inspire.
✨Client Communication is Key
Effective communication is crucial in this role. Be prepared to discuss how you’ve successfully managed client relationships in the past. Highlight your ability to communicate complex information clearly, whether it’s through phone calls, emails, or face-to-face meetings. This will reassure them that you can maintain their high standards of client service.
✨Be Proactive and Curious
The job description mentions a commitment to continuous learning. Share examples of how you’ve pursued professional development in the past, whether through courses, certifications, or self-study. This shows that you’re not only qualified but also eager to grow and adapt in your role.
