£50-55,000 plus bonus | Full-time | Permanent
NEWcaSTLE | BGC1030
The Firm:
A growing accountancy practice just south of Newcastle is seeking an experienced Senior Client Manager to join its established team.
Working with a diverse portfolio of owner-managed businesses across a range of sectors, the practice provides a broad range of accounting and outsourced finance services. Its approach is centred around developing long-term client relationships, offering practical commercial advice and supporting businesses as they grow.
This is an opportunity to join an ambitious independent firm where you can have real involvement in the development of the business, work closely with the Partners and play an important role in supporting both clients and the wider team.
For someone looking to build a long-term career within practice, there is also the potential to progress into a senior management position, with future opportunities to buy into the business for the right individual.
The Role:
This is a varied Client Manager position combining portfolio management, technical accounts work, client advisory and team oversight.
You will manage your own portfolio of clients, taking responsibility for the delivery of services from initial onboarding through to year-end accounts and tax return sign-off. You will work closely with business owners, building trusted relationships and providing advice to help them improve financial performance and make informed business decisions.
Responsibilities will include:
Managing a varied portfolio of clients across sectors including engineering, retail and other owner-managed businesses.
Preparing and reviewing statutory year-end accounts for sole traders, partnership and limited companies.
Preparing and reviewing management accounts and monthly financial reporting.
Overseeing outsourced finance services, including bookkeeping, VAT and CIS returns.
Acting as a key point of contact for clients, managing relationships from onboarding through to year-end and beyond.
Providing advice on tax efficiencies, business performance and opportunities to improve financial processes.
Supporting clients with business transactions, and liaising with solicitors and other professional advisers.
Working alongside the Partners on client meetings and developing your involvement in advisory and commercial discussions.
Supporting the oversight of the accounts and outsourcing teams, helping to coordinate workloads, review work and ensure deadlines are met.
You will have the opportunity to take ownership of client relationships and become involved in more than the traditional compliance side of practice. The Partners are keen to appoint someone who can develop into a senior leadership position over time and contribute to the continued growth of the business.
Experience Required:
ACA or ACCA qualified accountant.
Strong experience within an accountancy practice, ideally with exposure to both accounts and outsourced finance services.
Proven experience preparing and reviewing statutory accounts for a range of business structures.
Strong management accounts and client accounting experience.
Experience managing a portfolio of clients and taking responsibility for service delivery.
Confident dealing directly with business owners and providing commercial and practical advice.
Experience reviewing work and supporting or overseeing junior members of staff.
Good organisational skills and the ability to manage competing priorities and deadlines.
CTA qualification or additional tax experience would be advantageous but is not essential.
We are particularly interested in individuals who enjoy the client-facing and advisory side of practice and who are looking for an opportunity to take on greater responsibility.
Benefits:
Salary of £50,000–£55,000, depending on experience.
Bonus opportunity.
24 days' annual holiday, plus bank holidays.
Additional employee benefits.
Direct exposure to the Partners and involvement in client meetings.
Opportunity to develop towards a senior management position.
Potential future opportunity to buy into the practice for someone looking to build a long-term career.
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.