Client Manager - Leading Independent Practice

Job Title: Client Manager - Leading Independent Practice
Contract Type: Permanent
Location: Gloucestershire
Salary: £30000 - £40000 per annum
Reference: 13473878/001_1583848191
Contact Name: Connor Matthews
Contact Email:
Job Published: March 10, 2020 13:49

Job Description

This Client Manager role based in Cheltenham, is a very exciting opportunity to work very closely with the partners of the firm on a daily basis and work on the higher profile clients of the firm.

Client Details

The overall company ethos in respect of its expectations of its employees is that the entire company has to work together as a team, each being interdependent on the others for the production of all works requested by our clients.

The overriding fact is that as a company, they are dependent on maintaining their client base, and therefore the main aim is to provide an efficient, effective and above all professional service to their clients.

The Firm has a vibrant atmosphere and relies on team work within the business to succeed.


The main duties for this Client Manager are:

  • To assist in the accounts production for all clients as required by the directors in order to ensure that all clients accounts are prepared on a timely basis, and to liaise with the directors and the clients as necessary to ensure that all statutory reporting requirements are adhered to.
  • To prepare file review notes of accounts prepared by colleagues within the accounts team. To help with the monitoring and e-filing process of all corporate accounts.
  • To be directly responsible for specific tasks requested by the partners. To be pro-active in all matters arising from work and tasks set by the partners and accounts manager.
  • To review accounts files for completeness and accuracy of content, and to liaise with the directors and the clients accordingly.
  • To assist in the preparation of final accounts, including tax computations and returns.
  • To assist the directors generally in ensuring that required service levels for all clients are met, to include:

* Preparation of management accounts as required
* VAT Returns
* Cash flows and projections
* Payroll and P11D
* Review and implementation of client book-keeping systems

  • To undertake any ad hoc assignments or ancillary work as and when required.
  • To assist in the development and implementation of the company's systems, both manual and computerised, as the need arises.
  • To attend such training programs as required to ensure that you remain up to date in terms of changes to reporting requirements and audit procedures.
  • To undertake to train clients and other staff members as required in the operation of computerised accounting packages, in particular, Sage.
  • To maintain a full record of all time worked within the office duly annotated and submitted to the administration staff on a weekly basis.


Candidates who wish to apply for this Client Manager in Cheltenham need to have the following requirements:

  • Part qualified or qualified accountant (ACA/ACCA)
  • Experience with liaising with clients on a regular basis
  • Accounts preparation
  • Must have a strong knowledge of tax computations and returns
  • Sage 50 Accounts

Job Offer

My client are offering a very competitive salary and a fantastic opportunity to progress within the business. This role also supports the partners and helping on their projects and having an input with their client accounts as well. This firm offers a very warm environment and has a strong family feel to it, as when require everyone in the firm pitches in to help out.

This will give someone great exposure who is looking to enhance and develop their career, with clear exposure to the firms high profile clients and work very closely with the partners offering support and expertise to daily issues.

On site parking is available, with flexible working hours on offer to employees

Please contact Connor Matthews on 01179 271615 / 07778333489 for more information