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Client manager - edinburgh or east fife

Edinburgh
Permanent
Meraki Talent Ltd
Client manager
Posted: 26 January
Offer description

Are you an experienced accountant who thrives on client relationships and enjoys guiding businesses through their financial journey?

Meraki Talent are looking for a Client Manager to oversee a mixed portfolio of clients. This is a role in a supportive, growing practice where your expertise will directly impact clients and help the team flourish.

About the Practice

This forward-thinking accountancy firm combines professional expertise with a personal touch, using modern systems and cloud accounting software allowing the team to focus on client relationships and proactive advice. The practice has grown organically and maintains strong, long-term relationships with clients. With offices in Edinburgh and Kirkcaldy, the environment is modern, collaborative, and values your input.

What You will Be Doing

As a Client Manager, you will take ownership of your portfolio and act as the main point of contact for clients, reviewing accounts and corporation tax returns, delegating preparatory work to Accounts Assistants & Seniors, and supporting clients through key financial decisions.

Your responsibilities will include:
* Reviewing year-end accounts and corporation tax returns prepared by a team of assistants and seniors
* Supporting clients across various sectors including property, hospitality, arts
* Delegating work effectively and mentoring junior team members
* Communicating with clients throughout the year and providing proactive advice
* Preparing management accounts and attending client meetings
* Maintaining strong knowledge of IRIS and other digital systems used for accounts and tax returns
Your Experience
* Experienced in an accountancy practice, comfortable managing a mixed client portfolio
* Skilled in reviewing corporate tax returns and accounts; personal tax return experience is a bonus or willingness to learn
* Confident delegating work and supporting junior team members
* Proactive, organised, and committed to helping clients succeed
* Excellent communicator who enjoys building long-term relationships
* ACCA, or working toward qualification, or QBE
Why You will Love Working Here
* Attractive salary packages and discretionary bonus schemes to reward your contribution
* Flexible hybrid working to support your lifestyle
* Shorter working week with the office closing at lunchtime on Fridays
* A supportive team with
* Work/life balance at the core of everything we do
* Private medical insurance to support your wellbeing
* Flexible start and finish times, with part-time options available
For a confidential chat please apply or reach out to Marija at Meraki Talent.

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