Senior Client Manager (Accountant)

Job Title: Senior Client Manager (Accountant)

Location: Waterlooville, Hampshire (Hybrid: Office-based with 1 day WFH)

Job Purpose

Seeking an experienced Senior Client Manager to lead and mentor a small team within a dynamic accountancy practice. The successful candidate will provide best-in-class service to a growing client portfolio, overseeing the preparation and review of accounts and tax returns, and delivering sound advisory support to small business clients.

Key Responsibilities

• Manage, prepare, and submit accounts and tax returns for Sole Traders, Partnerships, and Limited Companies.
  

• Supervise a small team, ensuring workloads and statutory deadlines are managed.
  

• Mentor and provide technical guidance to team members.
  

• Review accounting and taxation work and offer feedback/training.
  

• Support planning and monitoring of team performance and KPIs.
  

• Communicate with clients via phone, email, social media, and in-person.
  

• Onboard new clients and support their transition through bookkeeping and compliance.
  

• Advise clients on tax efficiency, cashflow, budgets, and pricing.
  

• Complete/review bookkeeping, VAT returns, and CIS as required.
  

• Prepare for and lead year-end client meetings and fee reviews.
  

• Maintain organized electronic records and client administration.
  

• Liaise with HMRC and resolve client queries.
  

• Deliver training to clients and ensure professionalism and company values in all work.
  

Requirements

• Full membership of a chartered professional body (e.g., ACCA or equivalent).
  

• At least 5 years’ experience in practice, covering a wide client base.
  

• Proven ability to prepare, review, and check accounts and tax returns.
  

• Advisory experience and proficiency with Xero, QuickBooks, DEXT, and FreeAgent.
  

• Advanced knowledge of UK tax and accounting standards.
  

• Strong use of Microsoft Word and Excel.
  

• Excellent time management; able to prioritize work and manage shifting demands.
  

• Effective written and verbal communication skills for both technical and non-technical audiences.
  

• Proactive, curious, and committed to learning and professional development.
  

Personal Attributes

• Professional and approachable; strong customer service focus.
  

• Supportive team player with a growth mindset.
  

• Maintains high standards for professional appearance.
  

• Committed to company values including teamwork, respect, continuous learning, and client care.
  

Benefits

• Additional leave
  

• Company pension
  

• Private medical insurance
  

• Sick pay
  

• Work from home options
  

• Company events
  

Work Location: Hybrid remote in Waterlooville, PO7 7YH