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- Tasks: Manage client portfolios, prepare accounts, and provide tax planning and advisory services.
- Company: Established accountancy practice in South Manchester with a focus on cloud systems.
- Benefits: Competitive salary, bonus scheme, hybrid working, and generous holiday allowance.
- Other info: Flexible hours, team socials, and clear growth opportunities in advisory and leadership.
- Why this job: Step into a senior role with variety and the chance to coach others.
- Qualifications: 5+ years UK accountancy experience and strong tax return preparation skills.
The predicted salary is between 38000 - 48000 ÂŁ per year.
If you’re an experienced UK practice accountant who enjoys owning client relationships (not just ticking compliance boxes), this is a brilliant opportunity to step into a senior, client‑facing role with real variety: year‑end, tax, management accounts and advisory, plus the chance to coach others and help shape how the portfolio is delivered.
Our client is a well‑established, growing accountancy practice in South Manchester, investing in cloud systems and proactive advisory. You’ll manage your own portfolio end‑to‑end, supported by a wider team, with hybrid working and flexible start/finish times to suit your life outside work.
The Role:
- Client portfolio ownership (compliance + delivery)
- Preparation and filing of year‑end accounts and corporation tax computations/returns for limited companies, LLPs, partnerships and sole traders
- Preparation and filing of Self Assessment and personal tax computations/returns
- Preparation and filing of Capital Gains Tax computations
- Support with R&D tax claims within accounts and tax returns (where applicable)
- Completing compliance work within 8–10 weeks after the period end, in line with internal target dates
- Providing practical tax planning to reduce the burden of taxation for businesses and owners
- Completing the initial review of year‑end assignments and tax work prior to manager/Director review
- Outsourcing & advisory (value‑add work)
- Managing a portfolio for bookkeeping, VAT and management accounts
- Reviewing bookkeeping, VAT returns and management accounts for accuracy prior to manager review
- Ensuring client records are received on time and returned promptly once work is completed
- Supporting payroll services across the wider client base (as needed)
- Preparation, review and filing of P11D returns
- Producing management information and performance analysis within 10–20 working days after period end
- Supporting clients to improve profitability and efficiency through better controls and systems
- Assisting with cashflow management and use of appropriate cloud software/apps
- Preparing budgets, forecasts and integrated projections (P&L, balance sheet, cashflow)
- Preparing break‑even analysis, business plans, and supporting finance‑raising discussions
- Conducting business valuations (where required)
- People, process and practice development
- Supporting Directors/Associate Directors/Senior Client Managers with portfolio delivery
- Coaching and developing junior team members (Client Accountants/Senior Client Accountants/trainees)
- Training colleagues and clients on cloud accounting systems and apps
- Helping drive the practice’s adoption and development of cloud accounting and supporting applications
- Supporting billing processes and keeping portfolio admin accurate and up to date
What we’re looking for (requirements)
Essential
- 5+ years’ UK accountancy practice experience (this role is not suited to industry‑only backgrounds)
- Strong hands‑on experience preparing year‑end accounts and UK tax returns across a mixed client base
- Confident managing deadlines and client communication across your own portfolio
- Working knowledge of Xero and cloud accounting workflows
- Experience using UK compliance software such as TaxCalc (or similar)
Ideal
- AAT and/or ACCA qualified, part‑qualified, or QBE
- Experience reviewing work prepared by others and supporting junior staff development
- Comfortable producing and explaining management accounts and performance insights to clients
Salary, benefits and working arrangements
- Salary: £38,000–£48,000 (dependent on experience and portfolio responsibility)
- Rewards incentive scheme: % bonus linked to your involvement in sourcing/signing new business (based on a percentage of first‑year fees)
- Hybrid working
- Flexi‑time working
- 25 days’ holiday (includes 3 days at Christmas/New Year when the office is closed)
- Extra day’s leave for your birthday
- Additional annual leave after 3 years’ service (up to 30 days maximum)
- Dress Down Friday + smart business casual dress code
- Regular team socials
- Private medical insurance after 2 years’ service
- Clear scope to grow into broader advisory, portfolio leadership and mentoring responsibility as the client base expands
Interested? Apply confidentially
To apply or have a confidential chat first, contact: Diane Shaw Email: d.shaw@h-fts.com
Senior Accountant / Client Manager in Wilmslow employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Accountant / Client Manager in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a new role. You never know who might have the inside scoop on a great opportunity.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Engage with relevant content and connect with potential employers or recruiters in the accountancy sector.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to client management and tax compliance, and think of examples that highlight your experience. Mock interviews with friends can help you feel more confident when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Senior Accountant / Client Manager in Wilmslow
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your CV: Make sure to tailor your CV to highlight your experience in UK accountancy practice. Focus on your client management skills and any relevant software knowledge, like Xero or TaxCalc, that aligns with what we’re looking for.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and get straight to the facts about your experience and skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Numbers
Brush up on your technical skills, especially around year-end accounts and UK tax returns. Be ready to discuss specific examples from your past experience where you successfully managed a client portfolio or navigated complex tax situations.
✨Showcase Your Client Management Skills
Prepare to talk about how you've built and maintained client relationships in previous roles. Highlight any instances where you’ve gone beyond compliance to provide value-added advisory services, as this is key for the role.
✨Familiarise Yourself with Cloud Accounting
Since the company is investing in cloud systems, make sure you’re comfortable discussing your experience with Xero and other cloud accounting software. If you’ve implemented new systems or trained others, share those stories!
✨Demonstrate Leadership Potential
Think about examples where you’ve coached or developed junior staff. The role involves mentoring, so be prepared to discuss your approach to training and supporting others in their professional growth.