Client Manager

Client Manager - Accountancy Practice Key Details Location: Elland Salary: £40,000-£50,000 (dependent on experience) Working Pattern: Full-time, permanent Hybrid Working: 3 days in the office / 2 days from home Working Hours: Full-time About the Role A large, established and highly regarded independent accountancy practice is looking to recruit an experienced Client Manager to join its team at its Elland office.

This is an excellent opportunity for an ambitious accountancy professional to take ownership of a varied client portfolio, managing client relationships and overseeing the delivery of accounts, tax and wider compliance services.

You will play an important role in supporting clients with their financial and business objectives, providing advice on tax planning opportunities and identifying ways to add value to the services offered. Alongside managing your own portfolio, you will be responsible for overseeing and supporting a team of accountants and trainees, delegating work, monitoring deadlines and helping to develop the wider team.

Key Responsibilities Manage a portfolio of clients, taking responsibility for their accounts, tax and compliance deadlines. Prepare and review accounts and tax computations for more complex assignments. Advise clients on their financial performance and support them in achieving their business objectives.

Lead client meetings to discuss annual accounts, financial statements and tax positions. Provide ongoing advice and identify tax planning opportunities. Build and maintain strong relationships with existing clients. Identify opportunities to introduce additional services and develop existing client relationships.

Allocate and delegate work to accountants and trainees, ensuring deadlines and workloads are effectively managed. Review accounts, tax computations, working papers and client correspondence to ensure accuracy and quality.

Oversee the team's workload, providing guidance, support and training where required. Liaise with HMRC, banks and other external organisations on behalf of clients. Monitor client deadlines and ensure work is completed efficiently and within agreed timescales.

Review client records and identify opportunities to improve processes and efficiencies. Assist with billing, invoicing and the recovery of outstanding client fees. Contribute to the ongoing development and improvement of the practice.

Experience & Skills Previous experience working within an accountancy practice. Experience managing a portfolio of clients. Strong technical knowledge of accounts preparation and tax compliance. Experience preparing and reviewing accounts for sole traders, partnerships and limited companies.

Good understanding of personal tax, corporation tax and VAT. Experience dealing directly with clients and managing professional relationships. Previous experience ...

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