Client Manager - Accountancy Practice

Key Details

• Location: Elland

• Salary: £40,000-£50,000 (dependent on experience)

• Working Pattern: Full-time, permanent

• Hybrid Working: 3 days in the office / 2 days from home

• Working Hours: Full-time

About the Role

A large, established and highly regarded independent accountancy practice is looking to recruit an experienced Client Manager to join its team at its Elland office.

This is an excellent opportunity for an ambitious accountancy professional to take ownership of a varied client portfolio, managing client relationships and overseeing the delivery of accounts, tax and wider compliance services.

You will play an important role in supporting clients with their financial and business objectives, providing advice on tax planning opportunities and identifying ways to add value to the services offered.

Alongside managing your own portfolio, you will be responsible for overseeing and supporting a team of accountants and trainees, delegating work, monitoring deadlines and helping to develop the wider team.

Key Responsibilities

• Manage a portfolio of clients, taking responsibility for their accounts, tax and compliance deadlines.

• Prepare and review accounts and tax computations for more complex assignments.

• Advise clients on their financial performance and support them in achieving their business objectives.

• Lead client meetings to discuss annual accounts, financial statements and tax positions.

• Provide ongoing advice and identify tax planning opportunities.

• Build and maintain strong relationships with existing clients.

• Identify opportunities to introduce additional services and develop existing client relationships.

• Allocate and delegate work to accountants and trainees, ensuring deadlines and workloads are effectively managed.

• Review accounts, tax computations, working papers and client correspondence to ensure accuracy and quality.

• Oversee the team's workload, providing guidance, support and training where required.

• Liaise with HMRC, banks and other external organisations on behalf of clients.

• Monitor client deadlines and ensure work is completed efficiently and within agreed timescales.

• Review client records and identify opportunities to improve processes and efficiencies.

• Assist with billing, invoicing and the recovery of outstanding client fees.

• Contribute to the ongoing development and improvement of the practice.

Experience & Skills

• Previous experience working within an accountancy practice.

• Experience managing a portfolio of clients.

• Strong technical knowledge of accounts preparation and tax compliance.

• Experience preparing and reviewing accounts for sole traders, partnerships and limited companies.

• Good understanding of personal tax, corporation tax and VAT.

• Experience dealing directly with clients and managing professional relationships.

• Previous experience supervising, mentoring or supporting junior members of a team.

• Strong organisational skills with the ability to manage multiple deadlines.

• Excellent communication and client-facing skills.

• Commercial awareness with the ability to identify opportunities to develop client relationships and generate additional business.

• Strong attention to detail and a proactive approach to problem-solving.

Software Knowledge

Experience with the following software would be advantageous:

• Sage 50 / Sage Business Cloud

• Xero

• QuickBooks

• IRIS

• Microsoft Excel, Word and Outlook

Further training and support will be provided where required.

Qualifications

• AAT qualified or studying towards a relevant accountancy qualification, or part-qualified/qualified ACCA or ACA.

• Relevant practical experience within an accountancy practice is essential.

Working Pattern & Flexibility

• Full-time position.

• Hybrid working, with 3 days in the office and 2 days working from home.

• Based at the firm's Elland office.

• Opportunity to take ownership of a client portfolio.

• Ongoing training and professional development.

• Supportive working environment with opportunities for career progression.

Salary & Benefits

• Salary between £40,000 and £50,000, dependent on experience.

• Hybrid working arrangement.

• Opportunity to join a large, established independent accountancy practice.

• Supportive team environment.

• Opportunities for professional development and career progression.