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- Tasks: Manage your own client portfolio and provide financial insights to help businesses grow.
- Company: Join a modern accountancy practice that values innovation and client relationships.
- Benefits: Enjoy hybrid working, competitive salary, referral bonuses, and extra annual leave.
- Why this job: Make a real difference for clients while working in a supportive, collaborative team.
- Qualifications: Must be ACA/ACCA qualified with at least 4 years' experience in accountancy.
- Other info: Work-life balance and ongoing development are key priorities in our friendly team.
The predicted salary is between 40000 - 50000 £ per year.
York - Hybrid working - 3 to 4 days in the office - free parking
Salary £40k to £50k dependent on experience + Referral Commission + Company Pension
Benefits:
- Commission on client referrals - Client referral bonus scheme payable for up to 3 years (most firms offer 1 year)
- Hybrid working (3-4 days office / 1-2 days remote)
- Extra annual leave with length of service (up to 30 days)
- Chance to win an additional day’s holiday each year
- Quarterly team socials
- Casual dress
Are you a qualified accountant who enjoys working closely with clients and making a real difference to growing businesses? Please note - this role is suited to candidates based in York or within a commutable distance.
The Accounting Room is looking for a proactive and client-focused Accounts Manager to join its growing, close-knit team in York. This is an excellent opportunity to take ownership of your own client portfolio while working in a modern, forward-thinking practice that embraces cloud accounting and innovative tools, alongside a supportive local team environment.
The Role:
You will manage your own portfolio of clients and build strong relationships while supporting them with financial insight, compliance and business growth.
Key responsibilities include:
- Managing a portfolio of SME clients across a range of sectors
- Preparing and reviewing year-end accounts and management accounts
- Providing tax planning and business advice to clients
- Supporting clients with cloud accounting software including Xero
- Reviewing bookkeeping and VAT returns
- Acting as the main point of contact for your clients
- Identifying opportunities to improve client processes and efficiencies
Essential Criteria (please ensure you meet the below before applying):
- ACA / ACCA qualified accountant
- Minimum 4 years’ experience within an accountancy practice
- Experience managing or supporting a client portfolio
- Strong knowledge of cloud accounting software such as Xero, Dext or similar
- Excellent communication skills and a proactive approach to client service
- Able to work both independently and as part of a collaborative team
- Based within a commutable distance of York
Why Join The Accounting Room?
We are a modern accountancy practice focused on building long-term relationships with business owners while using technology to simplify accounting processes. You will be part of a friendly, collaborative local team, with a strong focus on work-life balance and ongoing development.
Apply:
If you are looking to take the next step in your practice career and want to work with a firm that values innovation, partnership and client relationships, apply now with your updated CV.
Client Manager (Accountancy Practice) employer: The Accounting Room
Contact Detail:
The Accounting Room Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager (Accountancy Practice)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up social media groups. The more you engage, the better your chances of landing that Client Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've helped clients grow their businesses or improved processes. This is your time to shine and show them why you're the perfect fit.
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to reflect their values and needs. Research The Accounting Room and mention how your experience aligns with their focus on client relationships and innovative tools.
✨Apply Through Our Website
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 reach out directly.
We think you need these skills to ace Client Manager (Accountancy Practice)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your ACA/ACCA status, and any relevant experience managing client portfolios.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for client management and how you can contribute to The Accounting Room. Mention specific examples of how you've helped clients grow their businesses in the past.
Showcase Your Tech Savvy: Since this role involves cloud accounting software like Xero, be sure to mention your experience with such tools. We love candidates who are comfortable with technology and can help our clients navigate it!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at The Accounting Room
✨Know Your Numbers
As a Client Manager, you'll need to demonstrate your accounting expertise. Brush up on key financial concepts and be ready to discuss how you've used them in past roles. Prepare examples of how you've helped clients improve their financial processes.
✨Showcase Your Client Relationship Skills
This role is all about building strong relationships with clients. Think of specific instances where you've successfully managed client portfolios or resolved issues. Be prepared to share how you approach client communication and support.
✨Familiarise Yourself with Cloud Accounting Tools
Since the practice embraces cloud accounting, make sure you're well-versed in software like Xero or Dext. If you have experience with these tools, highlight it during the interview. If not, do some research and be ready to discuss how you would adapt to using them.
✨Emphasise Your Proactive Approach
The job description mentions a proactive approach to client service. Prepare to discuss how you've identified opportunities for clients in the past and how you plan to continue doing so. Show that you're not just reactive but also forward-thinking in your client management.