Senior Client Manager

Senior Account Manager

Reading
Permanent, Full-Time

Company Overview
This dynamic and ambitious accountancy practice, located on the outskirts of Reading, Berkshire, specialises in providing high-quality financial services. The firm is highly successful and accredited to offer Chartered Accountancy, Chartered Tax Advisory, and Probate Services. This role presents an exceptional opportunity for career progression within a supportive and professional environment.
The Role

• Report directly to the Client Services Manager.
• Manage workflows for a small team, ensuring timely, accurate, and budget-friendly delivery of work in alignment with client commitments.
• Oversee the management, development, and coaching of junior staff.
• Maintain a portfolio of clients, ensuring high-quality service and expert guidance.
• Prepare accounts for sole traders, partnerships, and limited companies.
• Handle corporation and personal tax returns.
• Conduct initial file reviews for technical accuracy before managerial and director-level assessment.
• Perform analytical reviews of clients' financial data and lead review meetings to aid their understanding.
• Promote the firm's services and identify value-added opportunities for clients.
• Manage personal daily workloads efficiently.

The Requirements

• At least four years of experience in an accountancy practice.
• Qualified AAT, ACA, ACCA, or part-qualified ACA/ACCA (or qualified by experience).
• Strong technical knowledge of current Financial Reporting Standards.
• Proven track record of delivering excellent service to clients.
• Ability to work independently without supervision.
• Capacity to meet strict deadlines.
• Excellent written and verbal communication skills.
• Strong proficiency in accounting/tax systems; experience with Xero is an advantage.
• High-level competency in Excel and IT applications.

The Package
Company Pension Scheme* 25 days of annual leave + bank holidays* Additional annual leave days from certain levels of seniority* Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum* Business closure over Christmas** Life Assurance x4 annual salary* Enhanced family leave policies* Enhanced Company Sick Pay* Employee Assistance Programme - 24/7 support, free and confidential* Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:* PMI single or family* Critical Illness Cover* Cash plan* Cycle to work* Eye care* Dental*subject to exceptions and business needs

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