Managing a portfolio of clients as the primary day-to-day point of contact
Overseeing and preparing year-end accounts and compliance work
Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns
Providing clear, constructive feedback and maintaining high technical and file standards
Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities
Handling client queries in a professional, friendly and solutions-focused manner
Supporting the onboarding of new clients and setting clear expectations
Maintaining accurate, well-documented client files using modern practice software
Planning and managing workflow across your client portfolio
Monitoring WIP, budgets and recoveries, identifying scope changes early
Supporting billing processes and debtor management
Contributing to improved efficiency, consistency and job flow across the practice
Providing day-to-day guidance to junior team members
Supporting training and development through coaching, reviews and feedback
Assisting with recruitment and onboarding as required
Supporting people processes including probation reviews, training tracking and holiday oversight
Producing operational reporting to support partner decision-making

Requirements

Proven experience managing a client portfolio within a UK accountancy practice
Strong technical knowledge across accounts and SME compliance
Experience reviewing work and supervising junior staff
Excellent communication skills and strong commercial awareness
Highly organised, proactive and reliable under pressure
Confident using cloud accounting systems and practice software
ACA or ACCA qualified, or qualified by experience
Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential.

Benefits

Competitive salary, dependent on experience, with planned reviews aligned to role progression
Clear long-term development pathway to Practice Manager
Hybrid working options once settled
Supportive, friendly and professional working environment
Pension and holiday entitlement
CPD support and paid professional subscriptions where applicable

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

year-end accountscompliance workbookkeepingVATmanagement accountstax returnsoperational reportingclient portfolio managementbilling processesdebtor management

Soft Skills

communication skillsorganisedproactivereliable under pressureleadershipcoachingfeedbackclient relationship managementproblem-solvingteam guidance

Certifications

ACAACCAqualified by experience