Client Account Manager - Coventry (On-site / Hybrid)
Salary: £30-35k (DOE)
Holiday: 30 days
Type: Full-time, permanent
Role Overview
* Manage a portfolio of clients (limited companies and sole traders, including dentists)
* Act as the main day‑to‑day point of contact for clients
* Work within a pod structure (4‑5 people), reporting to a senior manager
* Review and oversee bookkeeping work
* Prepare VAT returns, statutory accounts, and tax returns
* Assist with and prepare management accounts and financial reporting
* Ensure all client deadlines are met and work is delivered to a high standard
* Liaise with internal team members to manage workflow and resolve queries
* Support and develop junior members of the team
* Contribute to tax planning and advisory work where appropriate
Systems
* Xero (regular, hands‑on use required)
* Dext
* Accounts preparation software
* Fully cloud‑based / paperless environment
* TaxCalc
Candidate Requirements
* Approximately 5 years' experience within an accountancy practice
* ACA / ACCA qualified, part‑qualified, or QBE
* Confident, day‑to‑day user of Xero (not just exposure)
* Strong experience with cloud‑based accounting tools
* Excellent written and verbal English (essential for client communication)
* Ability to review work, provide guidance, and support junior staff
* Highly organised with the ability to manage multiple deadlines
Key Behaviours
* Takes ownership of work and sees tasks through to completion
* Open to feedback and direction
* Communicates clearly with both clients and colleagues
* Comfortable working in a fully digital environment
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