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- Tasks: Manage a diverse portfolio of SME clients and deliver high-quality accounting services.
- Company: Forward-thinking accountancy practice in York with a supportive team culture.
- Benefits: Competitive salary, hybrid working, 23 days leave, health insurance, and pension contributions.
- Why this job: Take ownership of client relationships and enjoy greater responsibility in your career.
- Qualifications: Minimum 3 years UK accountancy experience and AAT qualified or studying.
- Other info: Dynamic work environment with opportunities for professional growth and development.
The predicted salary is between 28000 - 34000 £ per year.
An established and forward-thinking accountancy practice in York is seeking an experienced Client Manager / Assistant Accountant to join its growing team. We are looking for a confident practice professional who is ready to take ownership of a varied SME client portfolio and play a key role in delivering high-quality accounting and tax services. This is not a data-entry position. The successful candidate will manage their own portfolio, ensure compliance deadlines are met, maintain strong technical standards, and build meaningful client relationships. The role is ideally suited to someone with a minimum of three years UK practice experience who is looking for greater responsibility, autonomy, and exposure to a broad range of work.
The Role
- Client Portfolio Management
- Managing and prioritising a portfolio of SME clients across a range of sectors
- Acting as the first point of contact for day-to-day client queries
- Proactively chasing records and managing statutory deadlines
- Maintaining workflow and ensuring assignments are completed efficiently and accurately
- Bookkeeping & VAT
- Reviewing and/or preparing bookkeeping using cloud-based systems including Dext, Apron and Hubdoc
- Performing bank reconciliations
- Preparing and submitting VAT returns
- Identifying VAT risks or anomalies prior to submission
- Accounts Preparation
- Preparing statutory accounts for: Limited companies, Sole traders, Partnerships
- Liaising with senior team members for review
- Ensuring compliance with UK accounting standards
- Tax Compliance
- Preparing Personal Tax Returns
- Preparing Corporation Tax Returns
- Assisting with Making Tax Digital (MTD) client setup and compliance
- Processing and onboarding new MTD IT clients
- Administration & Team Support
- Supporting client onboarding processes
- Managing records chasing and deadline tracking
- Assisting the wider team during peak periods
Required Skills & Experience
- Minimum 3 years UK accountancy practice experience
- AAT qualified or actively studying
- Experience preparing: Statutory accounts, VAT returns, Personal and Corporation Tax returns
- Strong experience using Xero
- Solid Excel capability
- Ability to manage workload independently and prioritise effectively
- Strong organisational and task management skills
- Confident communicator with clients
Desirable
- Experience with QuickBooks and/or FreeAgent
- Experience onboarding MTD clients
Personal Attributes
- Calm under pressure during busy periods
- Professional yet personable approach
- Strong attention to detail
- Positive team attitude with a good sense of humour
Whats on Offer
- Competitive salary: £28,000 - £34,000
- 23 days annual leave plus statutory holidays
- Hybrid working (up to 50% remote working)
- Office hours: 9:00am - 5:00pm Monday to Thursday, 9:00am - 4:00pm Friday
- Employer pension contribution
- Health insurance
- Free parking
Client Manager Accountancy Practice in Middlesbrough employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountancy Practice in Middlesbrough
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, attend local meetups, or join online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to client management and accountancy. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with bookkeeping, VAT returns, and client management. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Client Manager Accountancy Practice in Middlesbrough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your UK accountancy practice experience and any relevant qualifications, like AAT, to show us you’re the right fit for the Client Manager role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this position and how your experience aligns with our needs. Don’t forget to mention your ability to manage client portfolios and meet compliance deadlines.
Show Off Your Communication Skills: As a Client Manager, strong communication is key. In your application, demonstrate your ability to communicate effectively with clients and team members. Use clear and concise language to make your points stand out!
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. We can’t wait to hear from you!
How to prepare for a job interview at Si Recruitment
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially around statutory accounts, VAT returns, and tax compliance. Be ready to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Showcase Your Client Management Skills
Prepare to talk about how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and handle queries effectively, as this role requires a confident communicator who can maintain strong client connections.
✨Demonstrate Your Tech Savvy
Familiarise yourself with cloud-based systems like Xero, Dext, and Hubdoc. Be prepared to discuss how you've used these tools in your previous roles, as well as any challenges you've faced and how you overcame them.
✨Stay Calm Under Pressure
This role can get busy, so think of examples where you've thrived under pressure. Share how you prioritised tasks and met deadlines while maintaining high-quality work, showing that you're the right fit for a fast-paced environment.