Client Manager | Accountancy Practice

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? This is an excellent opportunity to join a well-established and forward-thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory.

Working with an impressive portfolio of owner-managed businesses, you'll play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long-term career move within a supportive and collaborative environment.

What will the Client Manager role involve?

• Managing a portfolio of sole traders, partnerships and limited company clients.
• Preparing, reviewing and submitting statutory accounts and tax returns.
• Leading, mentoring and developing your own team of accountancy professionals.
• Reviewing work completed by team members and providing technical guidance and feedback.
• Ensuring client deadlines and service level agreements are consistently achieved.
• Supporting clients with tax planning and providing commercially focused advice.
• Advising clients on advisory areas including cashflow, budgeting and business performance.
• Managing client relationships and acting as a trusted point of contact.
• Leading year-end meetings and conducting client fee reviews.
• Liaising with HMRC and other regulatory bodies on behalf of clients.
• Supporting the onboarding of new clients and ensuring a smooth transition into the business.
• Contributing to the ongoing development and success of the wider practice.
• Demonstrating leadership behaviours aligned to the company values.

Suitable Candidate for the Client Manager vacancy:

• ACCA, ACA, FMAAT or equivalent fully qualified accountant or tax advisor who holds a current professional body membership.
• Minimum of 5 years' experience working within an accountancy practice environment.
• Strong experience preparing and reviewing accounts and tax returns for a varied client portfolio.
• Sound technical knowledge across accounts preparation, taxation and compliance.
• Experience managing client relationships and delivering advisory services.
• Previous leadership, mentoring or team supervision experience would be advantageous.
• Practical experience using cloud accounting software such as Xero, QuickBooks, Dext or similar.
• Strong communication skills with the confidence to present complex information in a clear and practical manner.
• Highly organised with excellent time management and attention to detail.

Additional benefits and information for the role of Client Manager:

• Salary of £53,500 - £58,000 depending on experience.
• Hybrid working with up to 2 days working from home.
• Additional holiday allowance over the Christmas period.
• Additional paid day’s leave for your birthday (when on a working day).
• WPA Cash-plan private medical cover.
• Professional body membership fees covered.
• Full-time 36.5-hour working week (16:00 on a Friday).
• Ongoing professional development and training opportunities.
• Opportunity to work closely with business owners and provide value-added advisory services.
• Supportive, collaborative and people-focused culture.
• Genuine career progression opportunities within a growing practice.
• Modern systems and technology-driven working environment.

To find out more about our client, please click here

CMA Recruitment Group is acting as a recruitment agency in relation to this role. 

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