Client Manager (Full-Time)

Posted 4 weeks ago

Do you enjoy providing a 5-star service to your clients?

Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support?

Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too?

We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice.  Someone who loves solving problems and being part of a team will fit right in.


The business:

We are a forward-thinking accountancy practice committed to providing our clients with exceptional financial guidance and support. Our goal is to empower businesses to thrive by offering insightful financial advice and strategic planning.

We believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success.  We have doubled in revenue and team members over the last two years and this growth is set to continue; this means opportunities for the team members to grow, learn new skills and help shape the direction of the business. Every team member has an important part to play in achieving the business’ headline strategy and objectives.

This is an opportunity to join an enthusiastic and growing team.  We regularly ask our team for input into strategy and direction and how they want to develop and what skills they want to gain over the next 12 months.  This is built into their personal development plans.


The role:

The Client Manager will act as the primary point of contact for our clients, offering expert advice and support in financial decision-making. This role includes traditional accountancy tasks and also goes beyond this; it involves acting as a commercial sounding board for the client, guiding clients through their financial journey with strategic advice and actionable insights.  There will be a mix of traditional year end work and providing virtual finance manager and virtual finance director services.

This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of commercial drivers.  Managing workload, stakeholders and deadlines will be a key part of the role.  There is an opportunity to help shape the service provided, with the ideal candidate being able to suggest improvements and additions to the virtual finance manager and director service lines.


The responsibilities:

  • Client Relationship Management: Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support.
  • Data Management and Improvement: Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.
  • Financial Oversight and Advisory: Support clients in understanding their financial figures, helping them interpret data to make informed decisions. Provide a “second opinion” and evaluate the pros and cons of potential business moves.
  • Financial Reporting: Produce comprehensive reports that include profit and loss, balance sheet analysis, customer analysis, and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.
  • Financial Analysis: Conduct regular financial analysis, including bank reconciliations, monitoring of outstanding sales, and checking for missing purchases. Alert clients to potential issues, such as outstanding invoices or unnecessary expenses.
  • Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas. Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making.
  • Client Portfolio Management: Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.
  • Self Development: Drive and motivate yourself to acquire new knowledge and skills to be the best that you can be. We will provide support in this.
  • Team Development: Sharing knowledge, experience and insights with team members to help improve team performance. Delegate where needed – we believe strongly in the Task Triangle and Delegate to Elevate.
  • Business Development: Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.


The requirements:

  • Commitment to five star service and delivering a ‘wow’ experience to clients and team members
  • Drive to learn and constantly improve
  • Commercially savvy and able to see the big picture and the client’s perspective
  • Team player
  • Ability to lead
  • ACA / ACCA qualified (if no ACA / ACCA then demonstrable experience will be required)
  • Experience in managing clients
  • Experience in going beyond traditional accounting requirements of reporting and helping clients improve
  • Excellent communication and interpersonal skills, capable of maintaining positive client relationships and leading team initiatives
  • Knowledge of the property sector’s specific tax rules and regulations is highly desirable
  • Attention to detail
  • Strong technical skills and understanding of accounting and tax rules
  • Strong analytical and problem-solving skills, with a solutions-oriented mindset
  • Able to adapt to different software and technology
  • Accountancy practice and industry experience (7+ years)


The rewards:

  • Full time role
  • Office based, hybrid or fully remote working
  • Quarterly in-person team lunch or away day to discuss strategy
  • Flexible start / finish times to suit commitments
  • Salary: £50k to £60k, depending on experience
  • 23 days holiday plus 8x bank holidays (pro-rated for part time)
  • Personalised development plan
  • Performance related bonus scheme
  • 3% Pension Contribution
  • Free onsite parking
  • Comfortable modern offices

Our teammates have said they all feel like they get to use their strengths everyday at work while also being challenged to learn new skills.  We go by the mantra “if you’re standing still, you’re going backwards”.

We are an equal opportunities employer and we welcome applications from those with protected characteristics. All applicants will be shortlisted on the basis of merit.

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