At a Glance
- Tasks: Manage client portfolios and lead a team of accountants in delivering top-notch services.
- Company: Join a forward-thinking accountancy practice with a supportive culture.
- Benefits: Enjoy a competitive salary, hybrid working, and ongoing professional development.
- Other info: Great career progression opportunities in a dynamic environment.
- Why this job: Make a real impact by building strong client relationships and mentoring your team.
- Qualifications: ACCA, ACA or equivalent with 5+ years in accountancy practice.
The predicted salary is between 53500 - 58000 £ per year.
Client Manager (Accountant)
Location
Waterlooville, Hampshire
Contract Type
Permanent
Hours
Full-time (36.5 hours per week)
Working Pattern
Office-based with 2 days working from home available
Salary
£53,500 - £58,000
The Opportunity
Our client is a rapidly growing, forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses.
They pride themselves on fostering a collaborative, supportive culture where learning, development and teamwork are at the heart of everything they do.
This is an excellent opportunity for an experienced accountant who enjoys managing client relationships, leading a team, and delivering high-quality accountancy and advisory services.
The Role
- As a
- Client Manager
, you will manage your own portfolio of clients while leading a small team of accountants, providing technical guidance, mentoring, and ensuring exceptional client service.
Key Responsibilities
- Manage the preparation, review and submission of statutory accounts and tax returns for:
- Sole Traders
- Partnerships
- Limited Companies
- Maintain responsibility for your own portfolio of clients.
- Review and check work completed by junior team members.
- Supervise, mentor and develop a small accounting team.
- Manage workloads to ensure all statutory deadlines are met.
- Provide technical support and constructive feedback to team members.
- Assist with planning and monitoring team performance, including KPIs and timesheets.
- Build strong relationships with clients through regular communication by phone, email and meetings.
- Onboard new clients and support their transition into the business.
- Advise clients on tax planning and tax efficiency.
• Provide business advisory support, including
- Cash flow forecasting
- Budgeting
- Pricing guidance
- Prepare, review and complete bookkeeping, VAT returns and CIS where required.
- Conduct year-end client meetings.
- Carry out client fee reviews.
- Maintain accurate electronic records and client documentation.
- Liaise with HMRC and Companies House to resolve client queries.
- Deliver bookkeeping or accounting training to clients where appropriate.
- Maintain Continuing Professional Development (CPD).
- Attend networking events when required.
Requirements
Essential
- ACCA, ACA or equivalent fully qualified accountant.
- Minimum
5 years' experience working within an accountancy practice.
- Strong experience managing a varied portfolio of clients.
• Able to independently prepare and review
- Statutory accounts
- Corporation Tax returns
- Self Assessment Tax Returns
• Experience working with
- Sole Traders
- Partnerships
- Limited Companies
- Strong tax knowledge with the ability to advise clients.
- Previous experience supervising or mentoring junior staff.
• Experience using
- Xero
- Quick Books
- Dext
- Free Agent
- Strong Microsoft Office skills, particularly Excel and Word.
Skills & Attributes
The successful candidate will
- Be highly organised with excellent time management skills.
- Be able to prioritise workloads and meet deadlines.
- Have excellent written and verbal communication skills.
- Be confident explaining complex financial information in a simple manner.
- Enjoy building long-term client relationships.
- Take a proactive and solutions-focused approach.
- Be committed to continuous learning and professional development.
- Have a collaborative and supportive management style.
- Take pride in delivering exceptional client service.
Benefits
- Competitive salary of
- £53,500 - £58,000
- Hybrid working (2 days working from home)
- Opportunity to join a growing and ambitious accountancy practice.
- Supportive and collaborative team environment.
- Ongoing professional development and training.
- Genuine opportunities for career progression.
- JBRP1_UKTJ
Client Manager in Waterlooville employer: Verelogic Recruitment
As a Registered Building Inspector with our specialist Building Control and Fire Safety consultancy in Oxfordshire, you will thrive in a dynamic and supportive environment that prioritises employee growth and collaboration. We offer competitive salaries, hybrid working options, and the chance to work on diverse projects, ensuring that your career development is both meaningful and rewarding. Join us to be part of a team that values your expertise while providing the resources and flexibility needed to excel in your role.
