Job Description
Client Manager – Accountancy Practice
Full-Time | Permanent
Are you an experienced Client Manager looking to take the next step in your Accountancy Practice career?
We're recruiting on behalf of a progressive and growing accountancy practice looking for a Client Manager to oversee a varied portfolio of clients while delivering an exceptional level of service.
This is an excellent opportunity for an experienced practice professional who enjoys building long-term client relationships, managing their own portfolio and working closely with business owners to support their financial and business goals.
The Role
As a Client Manager, you'll be responsible for managing your own portfolio of clients, ensuring they receive a proactive, professional and timely service.
Your responsibilities will include:
- Preparing year-end accounts for a portfolio of limited companies, partnerships and sole traders.
- Preparing corporation tax and self-assessment tax returns.
- Reviewing annual accounts prepared by colleagues.
- Reviewing VAT returns where required.
- Preparing management accounts and discussing the results with clients.
- Acting as the main point of contact for your client portfolio, providing advice and responding to queries.
- Holding year-end planning and sign-off meetings with clients.
- Managing deadlines and ensuring work is completed accurately and on time.
- Reviewing client fees and agreeing additional work where appropriate.
- Identifying opportunities to provide additional services to clients.
- Completing Anti-Money Laundering (AML) requirements for your client portfolio.
- Contributing to continuous improvement across the practice.
About You
We're looking for someone who has:
- Previous experience working as a Client Manager or Senior Accountant within an Accountancy Practice.
- Strong experience preparing statutory accounts and tax returns.
- Excellent client relationship and communication skills.
- The ability to manage a portfolio of clients independently.
- Experience using cloud accounting software, particularly Xero.
- Experience with Xero add-ons such as Dext, Futrli or EPOS integrations would be advantageous.
- Excellent organisational skills and the ability to manage multiple deadlines.
- A proactive approach with a genuine passion for delivering excellent client service.
What's on Offer?
Manage your own varied client portfolio.
Work with a supportive and collaborative team.
Build long-term relationships with clients.
Ongoing professional development and career progression opportunities.
Exposure to a broad range of industries and businesses.
A modern accountancy practice with a focus on continuous improvement.
If you're looking for a role where you can make a real impact, develop strong client relationships and continue progressing your career within Accountancy Practice, we'd love to hear from you.
Client Manager in Edinburgh employer: SI Recruitment
As a leading professional services business, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from ongoing training and development opportunities, ensuring they grow alongside the company while enjoying a supportive environment that prioritises exceptional client service and relationship building. Located in a vibrant area, we offer a unique chance to thrive in your career while making a meaningful impact in the commercial insurance sector.
