Account Manager (Accountancy Practice)

Account Manager                  

The Role

To manage the day-to-day client administration, preparation, and coordination of client accounts, acting as reliable and professional operational contact for clients and an effective contributor to the wider practice team.  The role ensures work is delivered accurately, on time, and in line with professional and internal standards, while supporting client satisfaction and operational efficiency.

Key Responsibilities

Client Delivery & Administration

• Prepare accounts, personal and corporation tax returns, VAT returns, in accordance with current legislation and practice procedures.
• Act as a day-to-day point of contact for allocated clients, maintaining professional and timely communication.
• Liaise with administration team and clients to request, receive, and clarify books, records, and supporting information.
• Respond to clients confidently and accurately, escalating complex or sensitive matters appropriately.
• Maintain strong client relationships through clear communication, reliability, and a solutions-focused approach.

Workflow & Time Management

• Manage assigned jobs to ensure deadlines are met, updating workflow systems accurately and in a timely manner.
• Monitor progress against engagement proposal and flag potential overruns or risks early. 
• Provide time sheets in a timely manner for ad hoc work to be billed appropriately.
• Prioritise workload effectively in line with practice deadlines and client commitments.

Quality & Compliance

• Ensure all work is prepared in line with accounting standards, tax legislation, and internal checklists.
• Take ownership of the accuracy, completeness, and presentation of assigned work before review.
• Address review points promptly and apply learning to future work to reduce rework.

Team Support & Collaboration

• Support Senior Accountants, Senior Account Managers, and Client Managers with accounts preparation and reviews.
• Share knowledge and best practice with colleagues, contributing to continuous improvement.
• Provide informal guidance to junior team members where appropriate.

Systems & Process

• Maintain accurate and up-to-date records within practice management and accounting systems.
• Use cloud accounting software efficiently (e.g. Xero), supporting digital workflows and paperless processes.
• Adhere to internal policies, procedures, and data protection requirements at all times.

Authority & Accountability

• Accountable for the accuracy, quality, and timeliness of assigned client work.
• Authorised to communicate directly with clients on routine matters within agreed scope.
• Escalation of technical, commercial, or client-sensitive issues to senior colleagues as required.

Skills & Experience

• ACA/ACCA qualified (or equivalent) with proven practice experience
• Skilled in managing client relationships with professionalism and confidence
• Experienced in preparing and reviewing accounts and tax compliance work
• A strong communicator who can explain financial information clearly and simply
• A team player who enjoys mentoring and contributing to a positive workplace culture
• Proactive, organised, and keen to contribute to the growth of the practice
• Experience with cloud accounting platforms (e.g. Xero) is highly desirable