At a Glance
- Tasks: Manage client relationships and deliver insightful financial reports for SMEs.
- Company: Forward-thinking CIMA accounting firm based in Edinburgh.
- Benefits: Competitive salary, hybrid work, pension scheme, and study support.
- Other info: Join a boutique team with a strong focus on client success.
- Why this job: Drive your own destiny in a challenging and rewarding role.
- Qualifications: Relevant accounting qualifications and 3 years' experience in an Accounting Practice.
The predicted salary is between 36000 - 60000 € per year.
One Accounting is a forward-thinking CIMA accounting firm based in Edinburgh. We are well established, independently owned, and enjoy strong relationships with our clients. We work with SMEs in Edinburgh, the Lothians and beyond. As well as compliance services (Annual Accounts, Business and Personal Tax, VAT, Payroll), we also provide regular management accounts and virtual Finance Manager services. Our services go beyond accounting and taxation by offering tools and strategies designed to help businesses grow and maximise their profitability. We are a boutique team of around 15 staff and are now looking to add a Client Manager to our "A" team.
Role Description
The Client Manager is a full-time hybrid role responsible for fostering strong client relationships and serving as a trusted advisor to SMEs. The Client Manager will also ensure compliance with accounting standards, deliver insightful financial reports, and provide excellence in customer service and consultancy. This role requires close collaboration with internal teams and our clients.
This job is hybrid based and you’ll need to live within commuting distance of Edinburgh and be able to work between 10am and 4pm in the office 2 to 3 days per week.
Key day-to-day tasks include:
- Preparation of year end accounts for clients (typical turnover levels between £100k and £2m) on IRIS
- Preparation of corporation tax returns for clients
- Preparation of self-assessment tax returns for clients (these will be the directors of the Ltd companies in your client portfolio plus some Tax Only clients)
- Peer review of annual accounts for other client managers in the practice
- Review of VAT returns where required
- Act as the client manager for a group of clients, ensuring that clients receive a prompt response to queries, jobs for clients are appropriately priced for the standard of records received and are completed profitably, and work is completed within the agreed timescales
- Pre year end meetings where required and post year end sign off meetings / calls
- Prepare management accounts for the assigned list of clients and hold management accounts meetings with clients
We are looking for someone with:
- Relevant accounting qualifications (e.g., CIMA, ACCA, or equivalent) either qualified or part qualified
- At least 3 years proven experience in effectively supporting and advising SMEs in an Accounting Practice
- Expertise in cloud accounting platforms such as Xero, FreeAgent, and related technologies
- Proficiency in financial analysis, bookkeeping, and accounting processes
- Strong relationship-building, client interaction, and client service skills
- Effective communication and problem-solving abilities
- Ability to work independently
- Good life experience, interesting hobbies, and work experience in non-financial sectors
We offer:
- A competitive salary with attendance bonus
- A hybrid working role with flexibility
- Company Pension Scheme
- Life Insurance
- Employee Assistance Programme
- 4.5 day working week (full time hours)
- Study support
How to apply:
Email your CV to recruitment@oneaccounting.co.uk. Include a short note about why you’re applying and what excites you about potentially joining our team. Please also include details of your notice period. No agencies please, other than those already contractually retained by us. This is an office based role and you must be able to commute to central Edinburgh two or three days per week. Please don’t apply if you’re not able to do this.
Client Manager - Accounting Practice in Edinburgh employer: One Accounting
One Accounting is an excellent employer that fosters a supportive and dynamic work culture, ideal for those seeking to make a meaningful impact in the accounting sector. With a focus on employee growth, we offer competitive salaries, flexible hybrid working arrangements, and a commitment to professional development through study support. Our boutique team environment encourages collaboration and innovation, making it a rewarding place for passionate individuals to thrive in their careers while serving SMEs in Edinburgh and beyond.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager - Accounting Practice in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accounting field. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research One Accounting thoroughly and think about how your skills can help them grow. Be ready to discuss your experience with SMEs and how you can foster strong client relationships. Show them you’re not just another candidate, but the perfect fit for their 'A' team!
✨Tip Number 3
Practice your pitch! You want to come across as enthusiastic and confident. Prepare a brief introduction about yourself that highlights your qualifications and what excites you about the role. Remember, first impressions count, so make it memorable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at One Accounting. So, get your CV polished and hit that apply button!
We think you need these skills to ace Client Manager - Accounting Practice in Edinburgh
Some tips for your application 🫡
Show Your Enthusiasm:When you're writing your application, let your passion shine through! We want to see that you're excited about the role and how you can contribute to our team. A little enthusiasm goes a long way in making your application stand out.
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your relevant experience with SMEs and any accounting qualifications you have. We love seeing how your background aligns with what we do at One Accounting!
Craft a Personal Note:Don't skip the personal note! This is your chance to tell us why you're interested in joining our team and what excites you about the position. Keep it genuine and let us know what makes you a great fit for our 'A' team.
Check Your Details:Before hitting send, double-check all your details. Make sure your contact information is correct and that you've included your notice period. We want to make sure we can reach you easily if we love your application!
How to prepare for a job interview at One Accounting
✨Know Your Numbers
Brush up on your accounting knowledge, especially around compliance services and financial reporting. Be ready to discuss how you've helped SMEs in the past, as this will show your understanding of their needs and how you can add value.
✨Showcase Your Communication Skills
As a Client Manager, strong communication is key. Prepare examples of how you've built relationships with clients and resolved issues. Practice explaining complex accounting concepts in simple terms, as this will demonstrate your ability to be a trusted advisor.
✨Familiarise Yourself with Their Tools
One Accounting uses cloud accounting platforms like Xero and FreeAgent. If you're not already familiar with these, take some time to learn the basics. Being able to discuss these tools confidently will show your readiness to hit the ground running.
✨Prepare Questions That Matter
Think about what you want to know about the role and the company culture. Ask about their approach to client management and how they support their team. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
