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Accountant / client manager

Middlesbrough
Si Recruitment
Client manager
Posted: 17 March
Offer description

Job Description

Client Manager

An established and growing accountancy practice is seeking an experienced Client Manager to join its senior team. This is an excellent opportunity for a qualified accountant with strong practice experience who enjoys managing client relationships, leading teams, and working closely with partners to deliver high-quality services.

The Role

The Client Manager will work closely with the Partners to manage a portfolio of clients, ensuring work is delivered to a high standard, on time and within budget. The role involves overseeing accounts, tax and VAT work, supervising staff, and acting as a key point of contact for clients.

This position would suit a motivated and commercially minded individual who is keen to contribute to the firm’s ongoing growth and development.

Key Responsibilities

* Managing a portfolio of clients and acting as a main point of contact alongside the Partners
* Working closely with the Partners to manage client services and departmental workflow
* Overseeing the preparation and completion of accounts, VAT returns and tax work
* Reviewing work completed by accounts, VAT and tax teams and providing feedback to staff
* Ensuring statutory deadlines are met and work is completed within budget
* Coordinating work allocation, managing work in progress and monitoring productivity
* Arranging and attending client meetings as required
* Supervising follow-up of client documentation and signatures
* Reviewing client fees annually and assisting with credit control where necessary
* Overseeing billing for accounts and VAT work
* Coordinating with the payroll department on directors’ salaries and payroll-related matters
* Supporting and mentoring staff, including training, appraisals and development
* Assisting with recruitment and interviewing of new team members
* Reviewing and implementing firm procedures relevant to the department

The role may also involve exposure to a range of additional areas, including P11Ds, audit, probate, trusts, doctors’ superannuation, tax investigations, due diligence, and mortgage or loan applications.

The Ideal Candidate

* ACA or ACCA qualified
* At least five years’ experience at Senior Accountant level within an accountancy practice
* Proven experience managing client portfolios and supervising staff
* Strong technical knowledge across accounts, tax and compliance
* Highly organised with the ability to manage deadlines and budgets
* Confident communicator with a strong client-focused approach
* Proactive and commercially aware, with the ability to support business growth initiatives

What’s on Offer

* A senior, varied role within a well-established practice
* Close working relationship with Partners
* Opportunity to influence processes and contribute to firm-wide growth
* Long-term career progression for the right individual

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