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Client Account Manager

Michael Page
England, Hampshire, Waterlooville
GBP35000 - GBP45000 per annum
Closing date
14 Feb 2023

View more

Accounting - practice
Salary band
£30,000 - £40,000, £40,000 - £50,000
Contract type
Full Time
Where will they be working?
Hybrid - mostly office
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Job Details

The position will involve being responsible for a mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies, dealing with accounts, tax, bookkeeping and VAT. You will also assist other areas of the business as and when required.

Client Details

My client are a forward thinking accountancy practice based in Waterlooville. They are going through a period of growth and looking to bring in an accounting professional looking to manage their own portfolio of clients as a Client Account Manager.


Client Account Manager responsibilities:

  • Prepare, send and submit accounts and tax returns for a mix of clients including Sole Traders, Partnerships and Limited Companies
  • Liaise with clients via telephone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
  • Be involved with the onboarding of new clients, integrating them into your own portfolio
  • Advising clients on their tax position
  • To improve and plan the tax efficiency of clients
  • To review and advise clients on advisory level to include cashflow, budgets, pricing etc.
  • Complete, review and prepare bookkeeping, VAT returns and CIS where required
  • Deal with HMRC queries and resolving issues as and when required
  • Maintain electronic filing of books and records
  • Management of client administration and records
  • Manage and maintain professional development and learning and carry out relevant CPD required by your professional body
  • Attend network events when required
  • Ensure all deadlines are met with HMRC, SLA etc.
  • Prepare and run year end client meetings
  • Internal and external training e.g., client bookkeeping training
  • Carry out client fee reviews
  • Undertake any other ad-hoc duties to assist the business as and when required


The successful Client Account Manager will have

  • Relevant experience within a practice environment (3 years preferably)
  • AAT, ACCA, ACA Qualified or nearing the end of their studies
  • Good working knowledge of Excel, Quickbooks, Xero
  • Experience managing/working with a portfolio of clients

Job Offer

£35,000 - £45,000 DoE


Michael Page specialises in the permanent, temporary and interim recruitment of qualified accountants. In fact, our organisation was founded to provide selection and recruitment services for accounting professionals and has been a market leader in this field for more than 35 years.

We have earned the trust of clients in industry and commerce, the banking and financial services markets and the public and not-for-profit sector. We also have an exemplary track record of completing assignments for everyone from small, boutique practices to the Big Four firms.

Michael Page has pioneered a unique, consultative approach to recruitment, enabling us to find the best fit between our client’s needs and the candidate’s experience and abilities. With an emphasis on delivering results and establishing long-term relationships, our consultants waive commission in favour of quarterly profit share – that means impartial career advice and an entire team pulling together on your behalf.

Many of our consultants have a background in accounting and finance – that’s real, grass roots expertise at your disposal. Combine that with the global reach you get from a company that has over 164 offices in 34 countries and you’re looking at a pretty formidable package.

We are confident no other consultancy is better qualified to help you make that crucial, next step in your career. Take this opportunity to browse our accounting, tax and treasury jobs to find out more about our specific expertise:
• Industry and commerce
• Financial services
• Public and not-for-profit
• Taxation
• Specialist markets
• Treasury
• Newly qualified ACA

Alternatively, if you're looking to hire, please send us a job brief or get in touch to find out how our track record could add value to your recruitment process”

Visit the Michael Page website for more information

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