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For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert advice on accounts and tax matters.
- Company: Join a dynamic firm with a collaborative culture and a focus on client relationships.
- Benefits: Enjoy competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Take on real responsibility and make a difference in clients' businesses while developing your career.
- Qualifications: ACA or ACCA qualified, with strong experience in UK accountancy practice.
- Other info: Engage in social events and charity initiatives while working in modern offices.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Client Manager to take responsibility for a portfolio of clients within our General Practice team, acting as a key link between Seniors, Directors and clients. This is a leadership role combining portfolio management, technical review, client advisory and team support. You will oversee the delivery of accounts and tax work, while building strong client relationships and supporting the development of the team beneath you.
The Role
You will manage your own portfolio of owner-managed businesses, ensuring work is completed to a high technical standard and that clients receive proactive, practical support. You will also be responsible for reviewing work prepared by Seniors and Assistants and helping to manage workflow within the team.
Key Responsibilities
- Managing a portfolio of limited companies, partnerships and sole traders
- Acting as the main point of contact for clients across accounts, tax and general business matters
- Leading annual accounts meetings and regular client discussions
- Building long-term relationships and understanding clients’ businesses
- Identifying opportunities to provide additional advice and services
- Accounts & Compliance Oversight
- Reviewing accounts files prepared by Seniors and Assistants
- Ensuring assignments are completed accurately, efficiently and to deadline
- Reporting to Directors ahead of accounts meetings
- Overseeing management accounts and other financial reporting where required
- Ensuring files meet internal quality and compliance standards
- Advising clients on VAT, PAYE and day-to-day tax matters
- Overseeing corporation tax and personal tax compliance for the portfolio
- Identifying issues relating to profit extraction, CGT and IHT and involving specialists where appropriate
- Providing practical, commercial advice beyond basic compliance
- Supporting, mentoring and developing Seniors, Assistants and trainees
- Reviewing work and providing feedback to maintain technical standards
- Helping manage workflow and job allocation within the team
- Encouraging collaboration across accounts, tax and audit teams
Key Skills & Qualifications
- ACA or ACCA qualified, or qualified by experience
- Strong background in UK accountancy practice
- Experience reviewing work and managing assignments
- Confident dealing directly with business owners and directors
- Good technical knowledge across accounts and tax
- Organised, commercially aware and client-focused
What We Offer
- A varied portfolio of established business clients
- A role with real responsibility and client ownership
- Exposure to advisory work alongside compliance
- A collaborative working environment
- Clear progression towards senior management roles
- The salary package will be competitive, depending upon the level of qualification and experience. You will have an opportunity to progress and develop where applicable.
- Hybrid working with fully hosted systems
- Progression opportunities
- Employee Assistant Programme
- Cycle to work scheme
- Electric car salary sacrifice scheme
- Holiday purchase
- Varied and successful clients, client contact and interaction
- Modern offices and working practices
- Social events
- Medical cash plan
- Enhanced pension scheme
- Group life assurance
- Charity events and paid volunteering day
Client Manager in Ipswich employer: Knights Lowe Chartered Accountants
Contact Detail:
Knights Lowe Chartered Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Ipswich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in managing portfolios and client relationships. Share specific examples of how you've added value to previous clients.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can provide proactive support. This will show you're not just another candidate but someone who genuinely cares about their business.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are eager to join our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Client Manager in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in UK accountancy practice and any leadership roles you've had, as we want to see how you can manage a portfolio of clients effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Manager role. Mention specific experiences where you've built strong client relationships or led teams, as this is key for us.
Showcase Your Technical Knowledge: Since this role involves overseeing accounts and tax work, be sure to mention your technical expertise. Talk about your experience with VAT, PAYE, and corporation tax compliance, as we’re looking for someone who can provide practical advice beyond basic compliance.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Knights Lowe Chartered Accountants
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the types of clients you'll be managing. Familiarise yourself with common challenges faced by owner-managed businesses and think about how you can provide proactive support. This will show your potential employer that you're ready to hit the ground running.
✨Demonstrate Leadership Skills
As a Client Manager, you'll be expected to lead and mentor your team. Prepare examples from your past experiences where you've successfully managed a team or project. Highlight how you supported others in their development and maintained high technical standards.
✨Showcase Your Technical Knowledge
Brush up on your knowledge of UK accountancy practices, especially around accounts and tax compliance. Be ready to discuss specific regulations and how they apply to the portfolio you'll manage. This will help you stand out as a candidate who is not only experienced but also technically savvy.
✨Build Rapport with Interviewers
Remember, building strong client relationships is key in this role. Use the interview as an opportunity to connect with your interviewers. Ask them about their experiences and the company culture. This will demonstrate your interpersonal skills and genuine interest in the role.
