Job Description

Job Title: Senior Client Manager (Accountant)

Location: Waterlooville, Hampshire (Hybrid: Office-based with 1 day WFH)


Salary: 45,000 - 50,000 per year

Job Type: Permanent, Full-time

Hours: 37.5 per week



Job Purpose



Seeking an experienced Senior Client Manager to lead and mentor a small team within a dynamic accountancy practice. The successful candidate will provide best-in-class service to a growing client portfolio, overseeing the preparation and review of accounts and tax returns, and delivering sound advisory support to small business clients.

Key Responsibilities



Manage, prepare, and submit accounts and tax returns for Sole Traders, Partnerships, and Limited Companies.
Supervise a small team, ensuring workloads and statutory deadlines are managed.
Mentor and provide technical guidance to team members.
Review accounting and taxation work and offer feedback/training.
Support planning and monitoring of team performance and KPIs.
Communicate with clients via phone, email, social media, and in-person.
Onboard new clients and support their transition through bookkeeping and compliance.
Advise clients on tax efficiency, cashflow, budgets, and pricing.
Complete/review bookkeeping, VAT returns, and CIS as required.
Prepare for and lead year-end client meetings and fee reviews.
Maintain organized electronic records and client administration.
Liaise with HMRC and resolve client queries.
Deliver training to clients and ensure professionalism and company values in all work.

Requirements



Full membership of a chartered professional body (e.g., ACCA or equivalent).
At least 5 years' experience in practice, covering a wide client base.
Proven ability to prepare, review, and check accounts and tax returns.
Advisory experience and proficiency with Xero, QuickBooks, DEXT, and FreeAgent.
Advanced knowledge of UK tax and accounting standards.
Strong use of Microsoft Word and Excel.
Excellent time management; able to prioritize work and manage shifting demands.
Effective written and verbal communication skills for both technical and non-technical audiences.
Proactive, curious, and committed to learning and professional development.

Personal Attributes



Professional and approachable; strong customer service focus.
Supportive team player with a growth mindset.
Maintains high standards for professional appearance.
Committed to company values including teamwork, respect, continuous learning, and client care.

Benefits



Additional leave
Company pension
Private medical insurance
Sick pay
Work from home options
Company events

Work Location: Hybrid remote in Waterlooville, PO7 7YH