Client Manager

County Durham
Written By Bryony Gibson
£50-55,000pa | Full-time | Permanent
County Durham | BGC 2385

The Firm:

Based in County Durham, this forward-thinking and progressive accountancy firm offers a fresh and dynamic approach to working with clients. With modern, open-plan offices and free onsite parking, they foster a collaborative and engaging workplace where ideas are valued, technology is embraced, and client relationships are at the heart of everything they do.

Their ethos centres on regular communication and truly understanding their clients’ needs, supporting them throughout their financial journey. Operating in a fully paperless environment and equipped with leading technology, the team enjoys a culture of empowerment, flexibility, and innovation.

The Role:

As a Client Manager, (qualified by experience, part or fully qualified), you will manage a portfolio of around 100–130 clients, becoming a trusted partner in their business journey. This is a varied and rewarding role, offering significant client interaction and the opportunity to make a genuine impact.

You will be responsible for:

  • Managing a portfolio of small to medium size business clients across multiple sectors

  • Regularly engaging with clients to understand their needs and provide proactive advice

  • Preparing year-end accounts, corporation tax returns, VAT returns, and self-assessment tax returns

  • Producing management information and providing business insights

  • Bank reconciliations, supplier payments, and company secretarial duties

  • Onboarding new clients and training them on systems such as Xero and Dext

  • Keeping up to date with accounting and tax legislation

  • Advising clients on financial control, reporting, and forecasting

  • Supporting apprentices and junior staff within the team

Experience Required:

  • Qualified by experience or ACCA//ICAEW qualified. AAT qualfied as a minimum

  • Minimum 5 years’ UK based accountancy practice experience

  • Confident in managing client relationships and providing business advice

  • Experience with cloud accounting software such as Xero

  • Competent with full statutory accounts preparation and review

  • Skilled in Excel or Google Sheets with strong analytical ability

  • Organised, adaptable, and confident in decision-making

  • Comfortable working in a fast-paced, collaborative environment

  • Elegibilty to work in the UK

Benefits:

  • 37.5-hour week with flexible start and finish times

  • Office-based with some home working

  • 24 days holiday plus birthday off, Christmas closure given as extra and bank holidays, c38 days total

  • Free onsite parking and access to free electric chargers

  • Access to car allowance scheme

  • 5% matched pension contributions

  • Friendly, supportive, and forward-thinking culture

If you are looking for a role where you can combine technical excellence with strong client relationships in a vibrant, modern practice – this could be the opportunity for you.

 

If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.

Bryony Gibson
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Bookkeeper