Position: Client Accounts Manager
Location : Harrow / Office Based
Role Type : Full-time / Permanent
A) Key Responsibilities
1. Client Portfolio Management
- Manage and oversee a portfolio of clients, ensuring all accounting, tax, VAT, payroll, and statutory deadlines are met.
- Review accounts, corporation tax returns, personal tax returns, VAT returns, and other compliance work prepared by junior team members.
- Act as a key point of contact for assigned clients, dealing with queries, meetings, calls, and written communication in a professional and timely manner.
- Provide practical advice to clients on accounting, taxation, business performance, compliance, and general financial matters.
- Identify opportunities to add value to clients through proactive insights, recommendations, and advisory support.
- Ensure client work is completed accurately, efficiently, and in line with the firm’s quality standards.
2. Tax Focus and Advisory Development
- Support clients with corporate tax, personal tax, VAT, and other relevant tax matters.
- Demonstrate a genuine interest in developing deeper tax knowledge and building a future specialism in taxation.
- Identify tax planning opportunities and discuss them with Partners or senior management where appropriate.
- Stay up to date with changes in tax legislation, HMRC guidance, and compliance requirements.
- Assist in delivering tax-efficient solutions while maintaining full compliance with HMRC rules and professional standards.
- Support the firm’s wider goal of expanding high-quality tax advisory services to clients.
3. Client Relationship Management
- Build and maintain strong, trusted relationships with clients through regular communication and excellent service.
- Understand each client’s business, goals, challenges, and future plans.
- Ensure clients feel supported, valued, and confident in the advice and service they receive.
- Work closely with Partners, management, and internal teams to deliver a smooth and consistent client experience.
- Identify opportunities to improve client satisfaction, strengthen retention, and support long-term client growth.
4. Team Supervision and Development
- Supervise, support, and mentor junior team members, both on-site and remotely.
- Review work prepared by junior staff and provide constructive feedback to improve quality and efficiency.
- Allocate tasks, monitor progress, and ensure work is completed within agreed deadlines.
- Support training and development initiatives to improve technical knowledge and team capability.
- Assist with performance reviews, identifying strengths, development areas, and training needs.
- Encourage a positive, motivated, and professional team culture.
5. Practice Support and Operational Efficiency
- Support Partners and management in improving internal systems, workflows, and service delivery.
- Help maintain high standards of compliance, documentation, and client file management.
- Contribute to the development of efficient processes and best practices across the firm.
- Assist with onboarding new clients and ensuring a smooth handover of information and responsibilities.
- Take ownership of assigned responsibilities and contribute to the continued growth and success of the practice.
B) Required Skills and Experience
The successful candidate should have:
- Minimum 2-3 years of experience working in an accountancy practice.
- Strong knowledge of accounts preparation, corporation tax, personal tax, VAT, and general compliance matters.
- Ability & Experience of managing a portfolio of clients.
- Ability to review work prepared by junior team members.
- Strong communication skills and confidence in dealing directly with clients.
- Good organisational skills with the ability to manage deadlines and competing priorities.
- A proactive, problem-solving approach with attention to detail.
C) Qualifications
Ideally, the candidate will be:
- ACCA, ACA, or ATT qualified, or qualified by experience.
- Experienced in UK accountancy practice work.
- Interested in further professional development, particularly in taxation.
- Candidates with other qualifications but strong practical experience and the right attitude will also be considered.
D) Personal Attributes
We are looking for someone who is:
- Passionate about building a long-term career in accountancy and tax.
- Committed to continuous learning and professional development.
- Client-focused, approachable, and reliable.
- Ambitious, motivated, and willing to take ownership.
- A strong team player who supports colleagues and contributes positively to the firm.
- Interested in developing a strong bond with the firm, clients, and the wider team.
- Able to work independently while also collaborating effectively with others.
- A genuine interest in taxation and developing tax advisory skills.
E) What We Offer
- Competitive Salary and Benefits
- A supportive and professional working environment.
- Opportunity to manage a varied and interesting client portfolio.
- Career development and progression within a growing accountancy practice.
- Opportunity to develop a tax specialism and advisory skills.
- Exposure to a wide range of clients and business sectors.
- Ongoing support from Partners and senior management.
- A long-term opportunity for the right candidate to grow with the firm.
This is an excellent opportunity for an experienced and ambitious Accounts Manager who wants to take the next step in their career. We are looking for someone who is not only technically capable but also passionate about tax, committed to career growth, and keen to build long-term relationships with our firm, our team, and our clients.
If you are interested in this position, please apply via email at
recruitment@makesworth.co.uk
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