Job Title
Senior Client Manager (Accountant)
Location
Waterlooville, Hampshire (Hybrid: Office-based with 1 day WFH)
Salary
£45,000 – £50,000 per year
Job Type
Permanent, Full-time
Hours
37.5 per week
Job Purpose
Seeking an experienced Senior Client Manager to lead and mentor a small team within a dynamic accountancy practice. The successful candidate will provide best‑in‑class service to a growing client portfolio, overseeing the preparation and review of accounts and tax returns, and delivering sound advisory support to small business clients.
Key Responsibilities
* Manage, prepare, and submit accounts and tax returns for Sole Traders, Partnerships, and Limited Companies.
* Supervise a small team, ensuring workloads and statutory deadlines are managed.
* Mentor and provide technical guidance to team members.
* Review accounting and taxation work and offer feedback/training.
* Support planning and monitoring of team performance and KPIs.
* Communicate with clients via phone, email, social media, and in‑person.
* Onboard new clients and support their transition through bookkeeping and compliance.
* Advise clients on tax efficiency, cashflow, budgets, and pricing.
* Complete/review bookkeeping, VAT returns, and CIS as required.
* Prepare for and lead year‑end client meetings and fee reviews.
* Maintain organized electronic records and client administration.
* Liaise with HMRC and resolve client queries.
* Deliver training to clients and ensure professionalism and company values in all work.
Requirements
* Full membership of a chartered professional body (e.g., ACCA or equivalent).
* At least 5 years’ experience in practice, covering a wide client base.
* Proven ability to prepare, review, and check accounts and tax returns.
* Advisory experience and proficiency with Xero, QuickBooks, DEXT, and FreeAgent.
* Advanced knowledge of UK tax and accounting standards.
* Strong use of Microsoft Word and Excel.
* Excellent time management; able to prioritize work and manage shifting demands.
* Effective written and verbal communication skills for both technical and non‑technical audiences.
* Proactive, curious, and committed to learning and professional development.
Personal Attributes
* Professional and approachable; strong customer service focus.
* Supportive team player with a growth mindset.
* Maintains high standards for professional appearance.
* Committed to company values including teamwork, respect, continuous learning, and client care.
Benefits
* Additional leave
* Company pension
* Private medical insurance
* Sick pay
* Work from home options
* Company events
Work Location: Hybrid remote in Waterlooville, PO7 7YH
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