Client Manager

  • Job Reference: 441
  • Date Posted: 14 July 2024
  • Recruiter: ProTalent Limited
  • Location: Milton Keynes
  • Salary: £25,000 to £35,000
  • Sector: General Practice
  • Job Type: Permanent
  • Contact: James Lovegrove

Job Description

Client Manager


ProTalent are currently working with an exciting boutique accountancy practice in Milton Keynes to recruit a new Client Manager.


The firm:

  • Exciting and fast-growing boutique accountancy firm in Oxford
  • Diverse and loyal client base
  • Expert team who work hard to provide exceptional standards
  • Strong focus on client service



The Client Manager role:

  • As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
  • Liaise with new and existing clients
  • Prepare, review and sign off accounts (some preparation of accounts will be required)
  • Accounts preparation for limited companies, partnerships, sole traders
  • Preparation of management accounts
  • Complete client services/tasks on time according to internal and external deadlines
  • Allocate the appropriate amount of time to tasks (revenue generating activities)



The successful Client Manager candidate:

  • Fully-Qualified or part-qualified with experience in an accountancy practice
  • Minimum 3 years’ experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication
  • Ability to judge priorities and make decisions quickly
  • Familiar with cloud accounting packages and emerging tech
  • Ability to solve problems, take responsibility and start adding value to the team immediately
  • Able to work independently is a must


Thank you for your interest in this Client Manager role.