Client Manager

Client Manager

• Annual Salary: Competitive (based on experience)
• Location: Dunstable/Luton
• Job Type: Full-time, Office-Based

We are seeking an experienced Client Manager to oversee a diverse portfolio of personal tax, sole trader, and Limited Company clients. This role is perfect for a seasoned professional with extensive experience in general practice, looking to take on a supervisory position while still engaging hands-on with accounts and returns preparation.

Day-to-day of the role:

• Review work prepared by junior staff to ensure accuracy and compliance.
• Prepare accounts and tax returns for a mixed portfolio of clients.
• Supervise and train junior staff, providing guidance and support to enhance their professional development.
• Meet with clients to discuss and manage their accounts effectively.
• Potentially expand your role to include meeting potential new clients and managing final review and billing of work prepared by others.

Required Skills & Qualifications:

• ACCA or ICAEW qualification.
• Minimum of 5 years of experience in accountancy practice, with significant experience in managing your own portfolio.
• Proficiency in cloud bookkeeping systems and handling incomplete records.
• In-depth knowledge of personal and corporation tax, VAT, CIS, MTD, and related areas.
• Strong leadership skills with the ability to supervise and train staff.
• Excellent communication skills, capable of managing client relationships effectively.
• Flexibility to work full-time or part-time based on mutual agreement.

Benefits:

• Competitive salary commensurate with experience and qualifications.
• Flexible working options (full-time or part-time).
• Opportunity to expand role responsibilities.
• Supportive and collaborative work environment.
• Professional development and career advancement opportunities