Client Manager / Senior Client Accountant
Professional Services
Accountancy & Finance
Client Manager / Senior Client Accountant
Location: Wilmslow (Hybrid Working)
Our client is an established and growing accountancy practice, supporting a broad portfolio of SME clients across a range of sectors. They are entering an exciting new phase, including a move to modern premises in the heart of Wilmslow, and are now looking to appoint a Client Manager / Senior Client Accountant to join their team.
Role Overview
You will manage your own portfolio of clients, delivering a high-quality, proactive service across compliance, advisory, and outsourced finance functions. The role offers a varied workload, combining technical accounting, tax, and business advisory, alongside team leadership and client relationship management.
Key Responsibilities
Compliance & Tax
- Preparation and review of year-end accounts, corporate tax returns, and capital allowance computations
- Completion of personal tax returns and capital gains tax computations
- Supporting R&D tax claim implementation
- Ensuring all compliance work is delivered within agreed deadlines (typically 8-10 weeks post year-end)
- Assisting with tax planning to optimise client outcomes
Outsourcing & Advisory
- Managing bookkeeping, VAT, and management accounts for a portfolio of clients
- Reviewing financial data and ensuring accuracy prior to final review
- Producing management accounts, forecasts, budgets, and financial analysis
- Advising clients on profitability, cash flow, and business performance improvements
- Supporting payroll, P11Ds, and broader finance function services
- Assisting with business plans, funding processes, and valuations
Client & Team Management
- Building and maintaining strong client relationships
- Managing deadlines, workflows, and delivery across your portfolio
- Supporting and mentoring junior team members
- Promoting the use of cloud accounting systems and process improvements
- Contributing to business development and growth of the client base
Practice & Operational Support
- Maintaining accurate records and job tracking systems
- Supporting onboarding of new clients
- Assisting with billing, WIP management, and credit control where required
- Ensuring compliance with internal processes and administrative duties
Requirements
- Minimum 5 years' experience within an accountancy practice
- AAT / ACCA qualified, part-qualified, or qualified by experience
- Strong technical knowledge across accounts and tax
- Experience managing client relationships and workflows
- Familiarity with cloud accounting software (e.g. Xero, TaxCalc)
What's on Offer
- Competitive salary
- 25 days holiday (including Christmas closure) + birthday leave + service-based increases
- Hybrid and flexible working hours
- Modern new office in central Wilmslow
- Regular team social events
- Private medical insurance (after qualifying period)
- Performance-related bonus and referral incentives
- Opportunities for progression and professional development
Ref: 110626_1781167302