Brabner Fox
Client Manager
Cheshire East
£35k – £40k/yr
Posted about 18 hours ago
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About the Role
Our client is a growing accountancy practice looking for a Client Manager to manage a portfolio of clients across compliance, outsourcing, management accounts, and business advisory services.
This is a varied role for someone who can take ownership of client relationships, manage deadlines, review work, support junior staff, and provide commercially focused advice to business owners.
Compliance Work
- Prepare and file year-end accounts for limited companies, LLPs, partnerships, and sole traders.
- Prepare and file business tax returns and capital allowances claims.
- Prepare and file Self Assessments and personal tax computations.
- Prepare and file Capital Gains Tax computations.
- Assist with implementing R&D tax claims into company accounts and tax returns.
- Deliver compliance work within agreed target dates, normally within 8–10 weeks of the period end.
- Provide tax planning and advice to help reduce the tax burden on businesses and their owners.
- Carry out the initial review of year-end assignments, business and personal tax computations, and tax returns before final manager or director review.
Outsourcing and Advisory Work
- Manage a portfolio of clients across bookkeeping, VAT, and management accounts.
- Review periodic bookkeeping, VAT returns, and management accounts to ensure accuracy before final review.
- Ensure client records and documents are received in sufficient time to meet all deadlines.
- Ensure completed client documents are returned promptly.
- Provide support with payroll services across the wider client base.
- Prepare, review, and file P11D returns.
- Periodically review client processes to improve efficiency and productivity.
- Prepare periodic management accounts for clients within your portfolio and the wider client base.
- Prepare management information and performance analysis.
- Deliver management information to clients within agreed target dates, normally between 10 and 20 working days after the period end.
- Advise clients on improving profitability and business efficiency through ongoing monitoring, effective controls, and the redesign of business processes.
- Help clients control and manage cash flow using appropriate accounting software and applications.
- Carry out the initial review of management accounts before final manager or director review.
- Prepare integrated financial projections and budgets incorporating profit and loss, balance sheet, and cash flow.
- Prepare break-even analyses.
- Prepare business plans and assist with sourcing and negotiating finance.
- Conduct business valuations for client businesses.
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Team and Practice Development
- Support senior colleagues in managing a wider portfolio of clients.
- Effectively manage your own client portfolio in relation to service delivery, reporting deadlines, and communication.
- Assist with the training and development of less experienced Client Managers, Senior Client Accountants, Client Accountants, trainees, and apprentices.
- Provide ongoing support, coaching, and development to junior members of staff.
- Train internal staff and clients on accounting software, cloud-based financial systems, and supporting applications.
- Build strong, professional relationships with clients.
- Help develop the practice’s use of cloud accounting platforms and connected applications to deliver a proactive, value-added service.
- Manage a team of senior accountants, accountants, and back-office staff working across your client portfolio.
- Assist with the ongoing billing process.
Administrative and General Duties
- Keep client records and details accurate and up to date.
- Use TaxCalc, Xero, and other cloud-based accounting platforms and applications on behalf of clients.
- Identify opportunities to introduce new clients and support the promotion of services to prospective clients, financial institutions, and the wider business community.
- Keep the practice’s accountancy management system up to date to support accurate, real-time information.
- Record timesheets accurately on a daily basis.
- Support the administration team with the setup and engagement process for new clients.
- Provide cover for the administration team when required, including answering telephones, handling post, and attending client meetings.
- Help supervise telephone coverage and ensure calls are answered promptly.
- Support the Operations Director with work in progress, job planning, and weekly work tracking.
- Attend meetings with portfolio clients alongside a manager or director.
- Assist with the credit-control process for clients within your portfolio when required.
- Review confirmation statements prepared by the client administration team before they are filed.
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The Successful Candidate
The successful candidate will ideally have:
- At least five years’ experience working in an accountancy practice.
- AAT or ACCA qualification, part-qualification, or equivalent experience.
- Experience preparing accounts and tax returns for a range of business structures.
- Strong knowledge of bookkeeping, VAT, management accounts, and personal tax.
- The ability to review work accurately before final manager or director review.
- Experience providing business advisory support, including budgeting, forecasting, cash flow, and profitability analysis.
- The ability to manage a portfolio of clients and meet multiple deadlines.
- Strong communication and relationship-building skills.
- Experience training, supporting, or managing junior staff.
- Confidence using Xero, TaxCalc, and other cloud-based accounting systems.
- A proactive and commercially minded approach to client service.
- The ability to identify opportunities to improve client processes and introduce additional services.
What’s on Offer
- Hybrid working (after passing probation)
- Flexible working hours, including 7am–3pm, 8am–4pm, 9am–5pm, or 10am–6pm.
- 25 days’ annual leave, including three days allocated to the Christmas and New Year office closure.
- An additional day’s leave for your birthday.
- Additional annual leave after three years’ service, increasing up to a maximum of 30 days.
- Dress-down Fridays.
- Smart business-casual dress code.
- Regular team socials.
- Private medical insurance after two years’ service.
- A bonus scheme linked to your personal involvement in sourcing and signing new business.
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