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Client manager - tax accounting

Stratford-upon-avon
NPAworldwide
Client manager
Posted: 12 March
Offer description

Client Manager – Accountancy Practice

Location: Banbury and Stratford (2 roles) – hybrid with 3 days per week
onsite

Salary: £49-65K plus excellent benefits package

Our client is one of the fastest-growing independent accounting and business advisory firms in the UK, providing tailored audit, accounting, payroll, taxation and advisory services to a broad client base. The firm has developed a particularly strong reputation across agriculture, landed estates, property and development, alongside other specialist sectors.

This is an excellent opportunity for an experienced Client Manager to join the firm’s Agriculture and Property team, taking ownership of a varied client portfolio while working closely with Partners and helping to support the development of the wider team.

The role will suit a strong practice professional who combines sound technical accounts and tax expertise with the ability to build trusted client relationships and deliver a high standard of service in a commercial and personable way.

Role and Responsibilities

As Client Manager, you will manage a portfolio of clients and deliver tailored accounting, tax and advisory solutions designed around their needs. You will become a trusted point of contact on day-to-day matters, ensuring work is delivered accurately, on time and in a cost-effective way.

You will also support the management of workflow across the team, review technical output, assist with the development of junior staff, and work closely with Partners on wider advisory matters.

Key Responsibilities

- Manage a portfolio of clients across the Agriculture and Property sector

- Provide a high level of service across a broad range of accounts, tax and advisory matters

- Respond promptly to client queries and third-party queries, including HMRC

- Develop a strong understanding of clients and their businesses in order to become their day-to-day point of contact

- Review accounts files and tax returns prepared by junior staff for both corporate and unincorporated clients

- Identify opportunities relating to tax planning, VAT, NIC and broader business planning matters

- Prepare reports, computations and related documentation, liaising with professional advisers where needed

- Assist Partners with specific advisory, business planning and tax assignments

- Help manage WIP, billing and the timely progression of work to completion

- Monitor deadlines and ensure compliance matters such as company reporting, P11Ds and tax returns are completed on time

- Support team supervision, delegation, appraisals and staff development within the department




Property Tax,Rural Property,Farmland,Accountants,Estates

Key Requirements

We are looking for a candidate with proven experience in accounts and tax within practice, together with the confidence to manage client relationships and review the work of more junior colleagues. Exposure to rural, agriculture, landed estate or property clients would be particularly helpful.

Essential Requirements

- ACA, ACCA or CTA qualified, or equivalent relevant experience

- Minimum of 3 years’ accounts and tax experience within a practice environment

- Strong technical grounding in accounts preparation and review

- Strong tax knowledge, including personal and business taxation

- Experience reviewing and overseeing work completed by junior staff

- Good working knowledge of MS Office

- Strong communication and relationship-building skills

- Able to work effectively to deadlines in a client-facing environment

- Must live within commuting distance

Desirable Requirements

- Experience at Manager level within practice

- Experience working with rural businesses, agriculture, landed estates, property, or similar client groups

- Exposure to business development, networking or identifying opportunities within an existing client base

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