Client Manager - #2116850

Si Recruitment


Date: 2 weeks ago
City: Edinburgh
Salary: £32,500 - £42,000 / year
Contract type: Full time
Work schedule: Full day
Si Recruitment

Client Manager – Accountancy Practice

Full-Time | Permanent

Are you an experienced Client Manager looking to take the next step in your Accountancy Practice career?

We're recruiting on behalf of a progressive and growing accountancy practice looking for a Client Manager to oversee a varied portfolio of clients while delivering an exceptional level of service.

This is an excellent opportunity for an experienced practice professional who enjoys building long-term client relationships, managing their own portfolio and working closely with business owners to support their financial and business goals.

The Role

As a Client Manager, you'll be responsible for managing your own portfolio of clients, ensuring they receive a proactive, professional and timely service.

Your responsibilities will include:

  • Preparing year-end accounts for a portfolio of limited companies, partnerships and sole traders.
  • Preparing corporation tax and self-assessment tax returns.
  • Reviewing annual accounts prepared by colleagues.
  • Reviewing VAT returns where required.
  • Preparing management accounts and discussing the results with clients.
  • Acting as the main point of contact for your client portfolio, providing advice and responding to queries.
  • Holding year-end planning and sign-off meetings with clients.
  • Managing deadlines and ensuring work is completed accurately and on time.
  • Reviewing client fees and agreeing additional work where appropriate.
  • Identifying opportunities to provide additional services to clients.
  • Completing Anti-Money Laundering (AML) requirements for your client portfolio.
  • Contributing to continuous improvement across the practice.

About You

We're looking for someone who has:

  • Previous experience working as a Client Manager or Senior Accountant within an Accountancy Practice.
  • Strong experience preparing statutory accounts and tax returns.
  • Excellent client relationship and communication skills.
  • The ability to manage a portfolio of clients independently.
  • Experience using cloud accounting software, particularly Xero.
  • Experience with Xero add-ons such as Dext, Futrli or EPOS integrations would be advantageous.
  • Excellent organisational skills and the ability to manage multiple deadlines.
  • A proactive approach with a genuine passion for delivering excellent client service.

What's on Offer?

Manage your own varied client portfolio.

Work with a supportive and collaborative team.

Build long-term relationships with clients.

Ongoing professional development and career progression opportunities.

Exposure to a broad range of industries and businesses.

A modern accountancy practice with a focus on continuous improvement.

If you're looking for a role where you can make a real impact, develop strong client relationships and continue progressing your career within Accountancy Practice, we'd love to hear from you.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Associate Director - Investment Portfolio

LHH Recruitment Solutions,
£86,000 - £100,000 / year
5 hours ago
Associate Director - Investment Portfolio Management Based: Edinburgh or Glasgow The Scottish National Investment Bank is seeking an experienced Associate Director - Investment Portfolio Management to play a key role in the active management of the Bank's patient capital investment...
LHH Recruitment Solutions

Account Manager (Scotland)

Hays Specialist Recruitment Limited,
£40,000 / year
9 hours ago
Our client, an incredibly successful FMCG business whom operate across the whole of the UK, are actively seeking the right candidate to manage their very loyal customer base across Scotland. Working autonomously at home/across the area to meet with your...
Hays Specialist Recruitment Limited

Barista Maestro - Team Leader

Costa Coffee,
£13 - £14 / hour
2 days ago
Team Leader At Costa Coffee, we’re all about crafting great coffee and memorable moments. As a Team Leader, you’ll bring energy, confidence and support to every shift. We also offer flexible shifts to suit you and the store. Why Costa...
Costa Coffee