At a Glance
- Tasks: Manage client relationships and deliver high-quality financial guidance.
- Company: Rosslyn Associates, a supportive team of accountants and advisors.
- Benefits: Competitive salary, hybrid working, flexible hours, and generous holiday allowance.
- Other info: Opportunities for progression and professional development in a casual environment.
- Why this job: Take ownership of your work and build strong client relationships.
- Qualifications: Two years' experience in accountancy and strong communication skills.
The predicted salary is between 40000 - 52000 £ per year.
Location: Edinburgh (with hybrid working available)
Salary: £40,000 to £52,000, depending on experience
At Rosslyn Associates, we’re a team of accountants, chartered tax advisors and business advisors. We specialise in supporting small and medium‑size businesses, particularly in the trades sector, by providing the financial guidance and insight they need to grow and succeed. We’re known for building strong client relationships, delivering high-quality work, and taking a proactive approach to solving problems. As we continue to grow, we’re looking for a Client Manager to join our team.
The Role
You will be responsible for managing a portfolio of clients, acting as their main point of contact, and ensuring we deliver work to a high standard. Key responsibilities include:
- Managing client relationships and maintaining regular communication
- Reviewing statutory accounts and overseeing tax compliance
- Identifying areas where clients could benefit from additional support or services
- Collaborating with the wider team to meet deadlines and support business goals
- Taking a proactive approach to improving internal systems and client processes
What We’re Looking For
- A minimum of two years’ experience in an accountancy role
- Comfortable speaking with clients and explaining financial matters clearly
- Strong IT and communication skills
- Experience with Xero, FreeAgent or similar software (preferred)
- A high level of attention to detail and a consistent, reliable work ethic
- A desire to grow and develop within the profession, whether in tax, business advisory or both
What We Offer
- Competitive salary from £40,000 to £52,000, depending on experience
- Hybrid working and flexible hours
- Clear opportunities for progression and professional development
- A supportive and collaborative working environment
- Casual dress and generous holiday allowance
If you’re looking for a role where you can take ownership of your work, build strong client relationships, and continue developing professionally, we’d like to hear from you.
Accountant in Practice / Client Manager in Penicuik employer: Rosslyn Associates Limited
At Rosslyn Associates, we pride ourselves on being an excellent employer, offering a supportive and collaborative work environment in the heart of Edinburgh. With competitive salaries, hybrid working options, and clear pathways for professional development, we empower our team to take ownership of their roles while fostering strong client relationships. Join us to be part of a dynamic team that values your growth and contributions in the thriving trades sector.
Contact Details:
Rosslyn Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accountant in Practice / Client Manager in Penicuik
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting field, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they support small and medium-sized businesses. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Manager, you'll need to explain financial matters clearly. Role-play with a friend or family member to get comfortable discussing complex topics in simple terms.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Rosslyn Associates and ready to take on the challenge of managing client relationships.
We think you need these skills to ace Accountant in Practice / Client Manager in Penicuik
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client management experience and any relevant software knowledge, like Xero or FreeAgent, to show us you’re a great fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about accountancy and how you can contribute to our team. Share specific examples of how you've built strong client relationships or improved processes in your previous roles.
Showcase Your Communication Skills:Since you'll be the main point of contact for clients, it’s crucial to demonstrate your communication skills. Use clear and concise language in your application, and don’t hesitate to explain complex financial matters simply.
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 from our team!
How to prepare for a job interview at Rosslyn Associates Limited
✨Know Your Numbers
Brush up on your accounting knowledge, especially around statutory accounts and tax compliance. Be ready to discuss how you've managed client portfolios in the past and any specific challenges you've faced.
✨Showcase Your Communication Skills
Since you'll be the main point of contact for clients, practice explaining complex financial matters in simple terms. Think of examples where you've successfully communicated with clients or resolved issues.
✨Demonstrate Proactivity
Prepare to share instances where you've identified areas for improvement in client processes or internal systems. Highlight your proactive approach to problem-solving and how it benefited your previous clients.
✨Familiarise Yourself with Relevant Software
If you have experience with Xero, FreeAgent, or similar software, be ready to discuss it. If not, take some time to learn the basics so you can confidently talk about how you would use these tools in your role.