At a Glance
- Tasks: Manage a diverse client portfolio and deliver exceptional accountancy services.
- Company: Progressive accountancy practice focused on growth and collaboration.
- Benefits: Ongoing professional development, career progression, and a supportive team environment.
- Other info: Opportunity to work with various industries and modern cloud accounting software.
- Why this job: Make a real impact while building long-term relationships with clients.
- Qualifications: Experience as a Client Manager or Senior Accountant with strong communication skills.
The predicted salary is between 45000 - 55000 £ per year.
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 Midlothian 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.
