Client & Accounts Manager

23 Jun 2023

The role is leading a team of professionals to ensure we deliver excellent client service. Working to maximise outputs via efficiencies without sacrificing quality or increasing risks. Experience working in practice and/or industry environments, and ideally, be ACCA/ACA/CIMA qualified (or similar qualified by experience) and have an excellent working knowledge of accounting standards.


Client Responsibilities

  • Developing client process manuals.
  • Reviewing close activities and monthly working papers e.g. reconciliations, vat returns, prepayments/accruals & journals.
  • Using and reporting from cloud accounting systems (e.g. Xero, QuickBooks).
  • Reviewing management commentaries.
  • Reviewing monthly/quarterly management accounts.
  • Reviewing annual statutory accounts and corporation tax.
  • Investigating and responding to technical accounting queries.
  • Primary relationship owner for clients.
  • Performing ad hoc requests and non-routine questions from clients.
  • Ad-hoc work and projects required in an agile business.

Business Services

  • Review the team’s work and provide constructive feedback on errors.
  • Identify training gaps.
  • Proactively build authentic working relationships with clients, encouraging them to bring any issues to your attention.
  • Deal with any issues raised by clients and monitor them through to resolution.
  • Act as a seasoned adviser, providing independent opinions.
  • Assume overall ownership for teams’ processes as a sponsor and drive the ambition of efficiency without sacrificing quality.
  • Delegates authority to match responsibility and holds staff accountable for agreed-upon commitments.
  • Monitor deadlines and team workloads to ensure forward planning and capacity-sharing results in success at the department level.
  • Work to up-skill team members and improve the value and quality of our client service.

Business Development

  • To develop and grow the client base, provide additional services to existing clients, and actively seek new business.
  • Identify areas to develop new business or offer additional services and work these through to implementation.
  • Always look to make improvements to processes, challenge the norm and give ideas a go.
  • Work with our clients to ensure they are receiving the level of service they expect from us.
  • Promote a shared understanding of the Organisation’s needs and strategic direction to rally teams.
  • Develop and implements projects, programmes and processes aligned with the Organisation’s strategic direction.
  • Design and implement processes to ensure that data integrity is maintained and work to produce a data pack that informs business decisions.


The successful candidate will have the ability to:

  • To lead, support and develop your team to ensure our clients receive an excellent experience.
  • Implement ways of working to ensure deadlines are met and the impact of high demand times is minimised.
  • Give constructive and precise feedback based on facts and behavioural patterns observed.
  • Ensure collaborative working in the team and with the broader business.
  • Invest time in your team’s development.
  • Ensure you have quality conversations on a regular basis and that they have plans in place to help them achieve their career ambitions.
  • Identify your team's training needs and work to ensure the appropriate support is in place to fill any knowledge gaps.
  • Actively encourage your team to suggest new ways of working and not be afraid of failure by creating an environment of psychological safety.
  • Deal with any performance issues and put tools and support in place to give individuals the best chance of success.
  • Conduct performance appraisals and encourage your team to obtain 360-degree feedback.
  • Design/contribute to the training programme for business area/organisation.

If you are interested email your CV over to: