Senior Client Manager - Waterlooville - J&T Business Consulting

    J&T Business Consulting
    J&T Business Consulting Waterlooville

    1 week ago

    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


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