Client manager

Client Manager - Accountancy Practice

Wilmslow

Up to £40,000

Hybrid and flexible hours available

An opportunity has arisen for an experienced accountant to join a growing firm as a Client Manager. This role is ideal for someone looking to take the next step in their career, managing a portfolio of clients and providing high-quality compliance and advisory services.

Benefits

• Competitive salary
• 25 days' holiday (including office closure at Christmas)
• Additional leave for birthdays and length of service
• Hybrid and flexible working options
• Regular team social events
• Private medical insurance after two years of service
• Incentive scheme for introducing new business and cross-selling services

Responsibilities

• Preparation and filing of year-end accounts, business tax, and capital allowances for a range of clients, including limited companies, LLPs, partnerships, and sole traders.
• Preparation and filing of Self-Assessment and personal tax returns.
• Preparation and submission of Capital Gains Tax computations.
• Assisting with the implementation of R&D tax claims within company accounts and tax returns.
• Ensuring compliance work is completed within set deadlines.
• Reviewing year-end accounts and tax computations prior to final sign-off.
• Outsourcing and Advisory Work
• Managing a portfolio of bookkeeping, VAT, and management accounts clients.
• Reviewing periodic bookkeeping, VAT returns, and management accounts.
• Preparing and reviewing P11D returns.
• Preparing management information and financial analysis.
• Advising clients on improving profitability, business efficiency, and cash flow.
• Preparing financial projections, budgets, and business plans.
• Conducting business valuations and assisting with sourcing finance.
• Management and Practice Development
• Supporting Directors and Senior Client Managers in managing a client portfolio.
• Training and developing junior team members.
• Assisting with the development of cloud accounting services and supporting applications.
• Managing a team of accountants working on the same client portfolio.
• Supporting the billing process and credit control.
• Administrative and General Duties
• Keeping client details up to date.
• Using TaxCalc, Xero, and other cloud-based accounting software.
• Assisting with onboarding new clients.
• Attending client meetings alongside senior management.

Requirements

• A minimum of five years' experience in an accountancy practice.
• Ideally AAT or ACCA qualified, part-qualified, or qualified by experience.

APPLY NOW if your experience, qualifications, and skill set reflect the requirements as set out above and if you feel excited by reading this opportunity.

This role is advertised by Sam Coupe, Butler Rose (AGY)

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.