Robert Half is delighted to be partnering with a growing independent accountancy practice in Edinburgh to recruit a Client Manager.
This is a fantastic opportunity to join a forward-thinking firm that prides itself on strong client relationships, innovative use of cloud-based technology, and a culture of continuous improvement. The business supports a varied portfolio of SME clients across sectors, delivering high-quality compliance and advisory services.
The Role
As a Client Manager, you will take ownership of a designated portfolio of clients, acting as their primary point of contact and ensuring they receive timely, accurate, and value-adding support. Alongside core compliance work, you'll also play a key role in building relationships, spotting opportunities, and contributing to the firm's growth.
Day-to-day, you will:
1. Prepare year-end accounts for clients using IRIS
2. Prepare corporation tax returns and self-assessment tax returns (for company directors and tax-only clients)
3. Review annual accounts prepared by peers and VAT returns where required
4. Act as client manager, ensuring prompt query responses, profitable job completion, and agreed timescales are met
5. Conduct pre year-end and post year-end meetings/calls with clients
6. Review client pricing annually and agree on fees for additional work
7. Prepare management accounts and attend client meetings where possible
8. Maintain Xero certification and leverage add-on apps and EPOS systems
9. Ensure compliance with AML reporting for your client group
10. Drive a culture of continuous improvement across your portfolio
11. Support with other ad hoc tasks as directed by the firm's directors
About You
We're looking for someone who enjoys working closely with clients, thrives on variety, and brings a proactive, problem-solving approach.
You'll ideally be:
12. Professionally qualified (ACCA/ICAS/ACA), part-qualified or qualified by experience within practice
13. Experienced in preparing accounts, corporation tax, and self-assessment returns
14. Confident in managing client relationships and delivering a high standard of service
15. Familiar with cloud accounting software (Xero certification essential)
16. Organised, detail-oriented, and comfortable managing a varied workload
17. Commercially aware, with the ability to spot opportunities to add value to clients
What's on Offer
18. Competitive salary, dependent on experience
19. Hybrid working model with flexibility around office/home balance
20. Supportive and collaborative culture with a focus on continuous improvement
21. Opportunity to work with a broad and interesting portfolio of clients
22. Ongoing training and professional development, including cloud software certifications
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.