Employment Type: Full-time, permanent
Working Arrangements: Hybrid and flexible working
Salary: Competitive and dependent on experience
Role Overview
An established accountancy practice is seeking an experienced Client Manager to manage a varied portfolio of owner-managed businesses.
The role combines accounts preparation, tax compliance, management accounts, business advisory work and team supervision.
Main Responsibilities
- Manage a portfolio of limited companies, LLPs, partnerships and sole traders.
- Prepare and review year-end accounts, business tax computations and tax returns.
- Prepare Self Assessment returns and Capital Gains Tax computations.
- Assist with R&D tax claims and tax-planning opportunities.
- Manage and review bookkeeping, VAT and management accounting services.
- Prepare management accounts, forecasts, budgets, cash-flow projections and performance reports.
- Advise clients on profitability, efficiency, financial controls and business processes.
- Build strong relationships and act as a key point of contact for clients.
- Ensure work is completed accurately and within agreed deadlines.
- Attend client meetings alongside senior managers or directors.
- Supervise, review and support the development of junior team members.
- Train colleagues and clients in the use of Xero and other cloud-accounting applications.
- Assist with billing, work in progress, workflow planning and credit control.
- Identify opportunities to introduce additional services and new clients.
Skills and Experience
- At least five years’ experience within an accountancy practice.
- Experience managing or supporting a portfolio of clients.
- Strong accounts preparation and taxation knowledge.
- Experience preparing or reviewing management accounts, VAT returns and bookkeeping.
- Confident client communication and relationship-management skills.
- Experience supervising or developing junior colleagues.
- AAT or ACCA qualified, part-qualified or qualified by experience.
- Knowledge of Xero and cloud-accounting software.
- TaxCalc experience would be advantageous.
Benefits
- Competitive salary
- Hybrid working
- Flexible start and finish times
- 25 days’ annual leave, including the Christmas and New Year office closure
- Additional day off for your birthday
- Increased holiday entitlement following three years’ service
- Private medical insurance after two years
- Smart business-casual dress code and dress-down Fridays
- Regular team social events
- Ongoing training and career development
