Client Manager

Job Title: Manager
Team: Accounts Department
Location: Midlands Office
Job Type: Full Time

Competitive salary
26 days holiday plus public holidays
Pension contributions exceeding the statutory minimum
Health plan benefits
Flexible working options
Free parking at the office
Clear opportunities for progression within the firm
Ongoing training and professional development support
Written by: Louisa Morgan, Accountancy and Finance Recruiter
Supported by: Workforce Finance

(url removed) Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.

Key Responsibilities:

Review company financial statements and sole trade accounts
Oversee corporation tax returns and ensure accuracy
Draft advisory notes with the support of Senior Managers and Directors
Manage annual personal tax filings for clients, ensuring compliance
Demonstrate a strong understanding of financial statement disclosures
Lead the management of client portfolios, acting as the primary point of contact
Communicate with clients regarding deadlines and additional requirements
Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
Collaborate with clients to gather necessary information and ensure timely submissions
Build and nurture strong client relationships, offering expert advice on financial matters
Provide guidance on the interpretation of financial results and offer practical advice
Support clients with the development and implementation of internal systems, controls, and accounting software
Confidently communicate tax and financial advice to clients, helping them navigate complex issues
Mentor and support the professional development of junior team members, including senior associates and supervisors
Attributes, Requirements & Skills:

Minimum 5 years of practice experience
Professional qualification (ACA, ACCA, or equivalent)
Proven experience managing your own portfolio of clients
Strong commitment to maintaining high-level technical knowledge
Proficient in Microsoft Outlook, Word, and Excel
Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
Strong awareness of technology and its application in accounting and practice management
Self-motivated and proactive, able to apply skills to new and evolving scenarios
Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
Ability to work under pressure while maintaining focus and accuracy
Exceptional analytical, research, and problem-solving abilities
Interested? To find out more, contact me at (url removed) or alternatively call (phone number removed).

#INDLM25