Job Title: Senior Client Manager (Accountant)
Location: Waterlooville, Hampshire (Hybrid: Office-based with 1 day WFH)
Salary: £45,000 – £50,000 per year
Job Type: Permanent, Full-time
Hours: 37.5 per week
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
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