Accountant - Client Manager

Accountant - Client Manager

Are you an ACCA-qualified professional looking for your next challenge? Join this Salisbury based team as an Accountant - Client Manager, where you’ll play a pivotal role in delivering outstanding service to their clients. This is a fantastic opportunity to showcase your expertise while working in a supportive, collaborative environment that values innovation and professional growth.

This business believes in rewarding your talent and dedication. Their comprehensive benefits package includes:

• Pension: Employer contribution of 3.5%, employee contribution of 5%.
• Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days.
• Work-Life Balance: Business closure over Christmas (subject to business needs).
• Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies.
• Support: 24/7 Employee Assistance Programme for free, confidential advice.
• Perks: Access to a Corporate Discounts Platform and a Flexible Benefits scheme, offering insurances such as PMI, dental, and cycle-to-work schemes.

As the Accountant - Client Manager, you will be responsible for managing client portfolios, building strong client relationships, and ensuring the delivery of high-quality financial services. Reporting directly to the Directors, you will collaborate with a talented team and have opportunities to mentor colleagues, helping them develop their skills and achieve success.

Key Responsibilities

• Manage a portfolio of clients, leading client meetings and providing expert financial advice.
• Handle all aspects of client relationships, including quoting, service agreements, invoicing, and renewals.
• Assist in preparing management and annual accounts, forecasts, and performance reports.
• Build connections with professional contacts, such as IFAs, solicitors, and financial institutions, to secure referrals and support for clients.
• Mentor team members, providing feedback, training, and guidance to maintain high standards of service.
• Report on portfolio performance and internal targets to Directors.

What experience would we need you to have?

• ACCA or ACA qualified.
• Relevant accountancy practice experience (tax experience is a plus).
• Proficient in UK accounting standards, tax legislation, and accounting software (e.g., Sage, Xero, QuickBooks).
• A natural relationship-builder with internal and external stakeholders.
• A confident, professional, and ethical leader who’s organised, analytical, and commercially savvy.

If you’re ready to take the next step in your accounting career, we’d love to hear from you. Apply now or give Lynne a call on