Senior Client Manager

Senior Client Manager - Accountancy Practice

Wilmslow

Up to £50,000

Hybrid and flexible hours available

A new opportunity has arisen for an experienced accountant to join a growing firm as a Senior Client Manager. This role is suited to someone who is technically strong, commercially minded, and confident in managing a client portfolio while ensuring compliance with evolving accounting and tax legislation.

Benefits

• Competitive salary
• 25 days' holiday (including office closure at Christmas)
• Additional leave for birthdays and long service
• Hybrid and flexible working options
• Regular team social events and away trips
• Private medical insurance after two years of service
• Bonus and incentive schemes for introducing new business and cross-selling services
• This is a great opportunity for an ambitious accountant to progress within a growing firm.

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 submission of Self-Assessment and personal tax returns.
• Assistance with R&D tax claims and Capital Gains Tax computations.
• Ensuring all compliance work is completed within deadlines.
• Reviewing all year-end assignments and tax computations before final sign-off.
• Maintaining high technical and quality control standards in line with accounting regulations such as FRS 102.

Outsourcing and Advisory Work

• Managing a portfolio of clients for bookkeeping, VAT, and management accounts services.
• Reviewing bookkeeping, VAT returns, and management accounts before final approval.
• Ensuring timely collection and return of client documents.
• Preparing management accounts, financial projections, and break-even analyses.
• Advising clients on business efficiency, profitability, and cash flow management.
• Conducting business valuations and assisting in raising finance.
• Liaising with financial institutions on behalf of clients.
• Management and Practice Development
• Supporting Directors and Associate Directors in managing a client portfolio.
• Training and mentoring Client Managers, Senior Client Accountants, and junior staff.
• Ensuring workload is effectively delegated within the team.
• Developing the firm's cloud accounting capabilities and digital tools.
• Managing a team of Client Managers and accountants across a shared client portfolio.
• Overseeing billing processes and assisting with credit control.
• Identifying opportunities to cross-sell additional services to clients.
• Administrative and General Duties
• Ensuring client records are up to date.
• Using software such as TaxCalc and Xero for client work.
• Supporting the onboarding of new clients.
• Attending client meetings with senior management.
• Overseeing Work in Progress (WIP) management and job tracking.

Requirements

• A minimum of five years' experience in an accountancy practice.
• Ideally AAT or ACCA qualified, part-qualified, or qualified by experience.
• Strong technical knowledge in accounts and tax compliance.
• Ability to manage multiple client relationships effectively.

To apply or find out more, please get in touch.

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.