Client Manager

Job Title: Manager
Team: Accounts Department
Location: Midlands Office
Job Type: Full Time

• Competitive salary
• 26 days holiday plus public holidays
• Pension contributions exceeding the statutory minimum
• Health plan benefits
• Flexible working options
• Free parking at the office
• Clear opportunities for progression within the firm
• Ongoing training and professional development support

Written by: Louisa Morgan, Accountancy and Finance Recruiter
Supported by: Workforce Finance

(url removed) Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.

Key Responsibilities:

• Review company financial statements and sole trade accounts
• Oversee corporation tax returns and ensure accuracy
• Draft advisory notes with the support of Senior Managers and Directors
• Manage annual personal tax filings for clients, ensuring compliance
• Demonstrate a strong understanding of financial statement disclosures
• Lead the management of client portfolios, acting as the primary point of contact
• Communicate with clients regarding deadlines and additional requirements
• Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
• Collaborate with clients to gather necessary information and ensure timely submissions
• Build and nurture strong client relationships, offering expert advice on financial matters
• Provide guidance on the interpretation of financial results and offer practical advice
• Support clients with the development and implementation of internal systems, controls, and accounting software
• Confidently communicate tax and financial advice to clients, helping them navigate complex issues
• Mentor and support the professional development of junior team members, including senior associates and supervisors

Attributes, Requirements & Skills:

• Minimum 2 years post-qualification experience in practice
• Professional qualification (ACA, ACCA, or equivalent)
• Proven experience managing your own portfolio of clients
• Strong commitment to maintaining high-level technical knowledge
• Proficient in Microsoft Outlook, Word, and Excel
• Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
• Strong awareness of technology and its application in accounting and practice management
• Self-motivated and proactive, able to apply skills to new and evolving scenarios
• Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
• Ability to work under pressure while maintaining focus and accuracy
• Exceptional analytical, research, and problem-solving abilities

Interested? To find out more, contact me at (url removed) or alternatively call (phone number removed).