Client Manager

Client Manager (Accountant)

Location: Waterlooville, Hampshire

Contract Type: Permanent

Hours: Full-time (36.5 hours per week)

Working Pattern: Office-based with 2 days working from home available

Salary: £53,500 - £58,000

The Opportunity

Our client is a rapidly growing, forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses. They pride themselves on fostering a collaborative, supportive culture where learning, development and teamwork are at the heart of everything they do.

This is an excellent opportunity for an experienced accountant who enjoys managing client relationships, leading a team, and delivering high-quality accountancy and advisory services.

The Role

As a Client Manager , you will manage your own portfolio of clients while leading a small team of accountants, providing technical guidance, mentoring, and ensuring exceptional client service.

Key Responsibilities

• Manage the preparation, review and submission of statutory accounts and tax returns for:

• Sole Traders

• Partnerships

• Limited Companies

• Maintain responsibility for your own portfolio of clients.

• Review and check work completed by junior team members.

• Supervise, mentor and develop a small accounting team.

• Manage workloads to ensure all statutory deadlines are met.

• Provide technical support and constructive feedback to team members.

• Assist with planning and monitoring team performance, including KPIs and timesheets.

• Build strong relationships with clients through regular communication by phone, email and meetings.

• Onboard new clients and support their transition into the business.

• Advise clients on tax planning and tax efficiency.

• Provide business advisory support, including:

• Cash flow forecasting

• Budgeting

• Pricing guidance

• Prepare, review and complete bookkeeping, VAT returns and CIS where required.

• Conduct year-end client meetings.

• Carry out client fee reviews.

• Maintain accurate electronic records and client documentation.

• Liaise with HMRC and Companies House to resolve client queries.

• Deliver bookkeeping or accounting training to clients where appropriate.

• Maintain Continuing Professional Development (CPD).

• Attend networking events when required.

Requirements

Essential

• ACCA, ACA or equivalent fully qualified accountant.

• Minimum 5 years' experience working within an accountancy practice.

• Strong experience managing a varied portfolio of clients.

• Able to independently prepare and review:

• Statutory accounts

• Corporation Tax returns

• Self Assessment Tax Returns

• Experience working with:

• Sole Traders

• Partnerships

• Limited Companies

• Strong tax knowledge with the ability to advise clients.

• Previous experience supervising or mentoring junior staff.

• Experience using:

• Xero

• QuickBooks

• Dext

• FreeAgent

• Strong Microsoft Office skills, particularly Excel and Word.

Skills & Attributes

The successful candidate will:

• Be highly organised with excellent time management skills.

• Be able to prioritise workloads and meet deadlines.

• Have excellent written and verbal communication skills.

• Be confident explaining complex financial information in a simple manner.

• Enjoy building long-term client relationships.

• Take a proactive and solutions-focused approach.

• Be committed to continuous learning and professional development.

• Have a collaborative and supportive management style.

• Take pride in delivering exceptional client service.

Benefits

• Competitive salary of £53,500 - £58,000

• Hybrid working (2 days working from home)

• Opportunity to join a growing and ambitious accountancy practice.

• Supportive and collaborative team environment.

• Ongoing professional development and training.

• Genuine opportunities for career progression.