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Client Manager / Bookkeeping & Outsourced Finance

Job Description - Client Manager / Bookkeeping & Outsourced Finance

TPF Recruitment is supporting a well-established accountancy practice with the recruitment of a Client Manager to join their Bookkeeping and Outsourced Finance team in Uckfield.

This is a varied, client-facing role with responsibility for managing client relationships, overseeing service delivery and leading a team of bookkeeping professionals across multiple locations.

The Role:
Working closely with the Outsourcing Partner and Outsourcing Manager, you will take responsibility for a portfolio of clients while helping to lead and develop the wider bookkeeping team.

Your responsibilities will include:
Managing strong, long-term relationships with a portfolio of clients
Leading and supporting a team of bookkeeping professionals
Reviewing bookkeeping, management accounts, CIS and VAT returns
Managing workflow and ensuring deadlines and quality standards are maintained
Overseeing VAT registrations, deregistration's and enquiries
Supporting new business opportunities, proposals and client onboarding
Reviewing timesheets, billing and recoveries
Helping improve processes and ensuring clients receive an efficient, high-quality service
Embracing new technology and developing effective accounting solutions for clients
Training and mentoring team members across bookkeeping systems and processes

The role offers a good balance of client management, technical bookkeeping, team leadership and business development.

Requirements

You will ideally be AAT, ACCA or ACA qualified, or qualified by experience, with:

Previous experience within an accountancy practice
Strong bookkeeping and VAT knowledge
Experience managing or mentoring a team
Excellent client relationship and communication skills
Strong IT skills and experience with platforms such as Xero, Sage, Dext, QuickBooks or ApprovalMax
A highly organised and proactive approach
The confidence to work independently while contributing to a wider team

Benefits

  • Competitive salary and performance-related bonus
  • Private health insurance
  • Pension scheme
  • Life insurance / death in service
  • Ongoing professional development and training
  • Flexible working arrangements
  • Supportive and collaborative working environment
  • Opportunity to take a lead role within a growing outsourced finance function
If you are an experienced bookkeeping or practice professional looking for a client-facing management role with genuine responsibility for clients and people, this could be an excellent next step.

Please contact Mark Sitton on 01273 102 360,  [email protected], or via LinkedIn for a confidential conversation.

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer, and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

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