Full job descriptionClient Manager (Accountant)
Location: Waterlooville, Hampshire
Contract Type: Permanent
Hours: Full-time (36.5 hours per week)
Working Pattern: Office-based with 2 days working from home available
Salary: £53,500 - £58,000
The Opportunity
Our client is a rapidly growing, forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses. They pride themselves on fostering a collaborative, supportive culture where learning, development and teamwork are at the heart of everything they do.
This is an excellent opportunity for an experienced accountant who enjoys managing client relationships, leading a team, and delivering high-quality accountancy and advisory services.
The Role
As a Client Manager, you will manage your own portfolio of clients while leading a small team of accountants, providing technical guidance, mentoring, and ensuring exceptional client service.
Key Responsibilities
*Manage the preparation, review and submission of statutory accounts and tax returns for:
*Sole Traders
*Partnerships
*Limited Companies


*Maintain responsibility for your own portfolio of clients.
*Review and check work completed by junior team members.
*Supervise, mentor and develop a small accounting team.
*Manage workloads to ensure all statutory deadlines are met.
*Provide technical support and constructive feedback to team members.
*Assist with planning and monitoring team performance, including KPIs and timesheets.
*Build strong relationships with clients through regular communication by phone, email and meetings.
*Onboard new clients and support their transition into the business.
*Advise clients on tax planning and tax efficiency.
*Provide business advisory support, including:
*Cash flow forecasting
*Budgeting
*Pricing guidance


*Prepare, review and complete bookkeeping, VAT returns and CIS where required.
*Conduct year-end client meetings.
*Carry out client fee reviews.
*Maintain accurate electronic records and client documentation.
*Liaise with HMRC and Companies House to resolve client queries.
*Deliver bookkeeping or accounting training to clients where appropriate.
*Maintain Continuing Professional Development (CPD).
*Attend networking events when required.


Requirements
Essential
*ACCA, ACA or equivalent fully qualified accountant.
*Minimum 5 years’ experience working within an accountancy practice.
*Strong experience managing a varied portfolio of clients.
*Able to independently prepare and review:
*Statutory accounts
*Corporation Tax returns
*Self Assessment Tax Returns


*Experience working with:
*Sole Traders
*Partnerships
*Limited Companies


*Strong tax knowledge with the ability to advise clients.
*Previous experience supervising or mentoring junior staff.
*Experience using:
*Xero
*QuickBooks
*Dext
*FreeAgent


*Strong Microsoft Office skills, particularly Excel and Word.


Skills & Attributes
The successful candidate will:
*Be highly organised with excellent time management skills.
*Be able to prioritise workloads and meet deadlines.
*Have excellent written and verbal communication skills.
*Be confident explaining complex financial information in a simple manner.
*Enjoy building long-term client relationships.
*Take a proactive and solutions-focused approach.
*Be committed to continuous learning and professional development.
*Have a collaborative and supportive management style.
*Take pride in delivering exceptional client service.


Benefits
*Competitive salary of £53,500 - £58,000
*Hybrid working (2 days working from home)
*Opportunity to join a growing and ambitious accountancy practice.
*Supportive and collaborative team environment.
*Ongoing professional development and training.
*Genuine opportunities for career progression.