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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 and collaborative team.
- Qualifications: Must be ACA/ACCA qualified with at least 4 years' experience in accountancy.
- Other info: Casual dress, quarterly socials, and a strong focus on work-life balance.
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
- 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) in York 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) in York
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. 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!
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit the vibe of The Accounting Room. Show them you understand their focus on innovation and client relationships – it’ll set you apart from the crowd.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Manager (Accountancy Practice) in York
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 tell us why you’re the perfect fit for the Client Manager role. Share specific examples of how you've helped clients grow their businesses and your experience with cloud accounting software like Xero.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use a friendly tone that reflects your proactive approach to client service.
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 us!
How to prepare for a job interview at The Accounting Room
✨Know Your Numbers
As a Client Manager, you'll be expected to have a solid grasp of financial concepts. Brush up on your knowledge of year-end accounts, tax planning, and cloud accounting software like Xero. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in helping clients succeed.
✨Showcase Your Client Relationship Skills
This role is all about building strong relationships with clients. Prepare examples from your past experience where you've successfully managed client portfolios or improved client processes. Highlighting your proactive approach to client service will resonate well with the interviewers.
✨Embrace the Hybrid Model
Since this position involves hybrid working, be ready to discuss how you manage your time effectively between office and remote work. Share any experiences you have with remote collaboration tools and how you maintain communication with clients and team members when working from home.
✨Cultural Fit Matters
The Accounting Room values a friendly and collaborative environment. Research their company culture and think about how your personal values align with theirs. Be prepared to discuss why you want to join a modern practice that focuses on innovation and long-term relationships with clients.