Client Manager
other jobs Dot Recruit
Added before 5 Days
- England,North West,Cheshire
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
If you’re at that stage where you’re doing far more than just "compliance"… but not getting the recognition, autonomy or variety to match, this could be the move.
This is a genuinely well-rounded Client Manager role within a growing, modern accountancy practice. You’ll manage your own portfolio, get involved in advisory work, and play a key role in developing both clients and junior staff.
You’ll take ownership of a portfolio of clients, delivering a mix of compliance, advisory, and outsourced finance support.
Compliance & Tax
*Preparation and review of year-end accounts for a range of clients (Ltd, LLPs, partnerships & sole traders)
*Corporation tax, personal tax and capital gains tax work
*Supporting with R&D claims and tax planning
*Ensuring all work is delivered within agreed timelines
Outsourcing & Advisory
*Overseeing bookkeeping, VAT and management accounts
*Producing management information and performance analysis
*Supporting clients with profitability, systems and cash flow improvements
*Preparing forecasts, budgets and business plans
*Getting involved in funding, valuations and commercial advice
Client & Team Management
*Managing your own client portfolio end-to-end
*Building strong, long-term client relationships
*Supporting and developing junior staff
*Working closely with Directors on client delivery and practice growth
Systems & Process
*Working with cloud-based systems (Xero, TaxCalc etc.)
*Driving improvements in client processes and internal efficiency
*Supporting wider operational and admin functions when needed
What They’re Looking For
*5+ years’ experience within an accountancy practice
*AAT / ACCA qualified, part-qualified or QBE
*Strong technical grounding across accounts and tax
*Someone commercially aware, not just compliance-focused
*Confident managing clients and building relationships
What’s On Offer
*Competitive salary
*Hybrid working
*Flexible hours (7–3, 8–4, 9–5 or 10–6)
*25 days holiday + bank holidays
*Extra day off for your birthday
*Additional leave with service (up to 30 days)
*Private medical insurance (after 2 years)
*Bonus for introducing new business
*Regular team socials
*Relaxed, modern working environment
This is a genuinely well-rounded Client Manager role within a growing, modern accountancy practice. You’ll manage your own portfolio, get involved in advisory work, and play a key role in developing both clients and junior staff.
You’ll take ownership of a portfolio of clients, delivering a mix of compliance, advisory, and outsourced finance support.
Compliance & Tax
*Preparation and review of year-end accounts for a range of clients (Ltd, LLPs, partnerships & sole traders)
*Corporation tax, personal tax and capital gains tax work
*Supporting with R&D claims and tax planning
*Ensuring all work is delivered within agreed timelines
Outsourcing & Advisory
*Overseeing bookkeeping, VAT and management accounts
*Producing management information and performance analysis
*Supporting clients with profitability, systems and cash flow improvements
*Preparing forecasts, budgets and business plans
*Getting involved in funding, valuations and commercial advice
Client & Team Management
*Managing your own client portfolio end-to-end
*Building strong, long-term client relationships
*Supporting and developing junior staff
*Working closely with Directors on client delivery and practice growth
Systems & Process
*Working with cloud-based systems (Xero, TaxCalc etc.)
*Driving improvements in client processes and internal efficiency
*Supporting wider operational and admin functions when needed
What They’re Looking For
*5+ years’ experience within an accountancy practice
*AAT / ACCA qualified, part-qualified or QBE
*Strong technical grounding across accounts and tax
*Someone commercially aware, not just compliance-focused
*Confident managing clients and building relationships
What’s On Offer
*Competitive salary
*Hybrid working
*Flexible hours (7–3, 8–4, 9–5 or 10–6)
*25 days holiday + bank holidays
*Extra day off for your birthday
*Additional leave with service (up to 30 days)
*Private medical insurance (after 2 years)
*Bonus for introducing new business
*Regular team socials
*Relaxed, modern working environment
Job number 3602498
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Company Details:
Dot Recruit
Company size: 1–4 employees
Industry: Recruitment Consultancy
Based in Preston, Lancashire, Dot Recruit is a specialist recruitment consultancy headed up by Phoebe Chadwick. Phoebe is an established and award win...