Client Assistant Manager / Manager / Senior Manager

BC Financial Search is partnering with a well-established accountancy firm in the Thornton-Cleveleys area to recruit an experienced general practice professional at Assistant Manager, Manager or Senior Manager level.

This is a broad Client Services / General Practice role for somebody who enjoys managing client relationships, overseeing a varied portfolio and working across accounts, tax and wider business advisory matters.

There is plenty of flexibility around the exact level of appointment, and importantly there is a clear progression for somebody with the ambition to continue developing their career.

The firm operates a hybrid working model, with scope to work from home 2-3 days per week depending on the requirements of the role and client portfolio.

Duties and responsibilities

The exact responsibilities will depend on your experience and the level at which you join, but the role is likely to include:

• Managing and developing a portfolio of owner-managed businesses and SME clients
• Acting as a key point of contact for clients and building strong, long-term relationships
• Reviewing statutory accounts and year-end financial statements
• Overseeing accounts preparation and ensuring work is completed accurately and to deadline
• Supporting clients with corporation tax and wider tax matters where appropriate
• Providing commercial and business advice to clients
• Identifying opportunities to provide additional services and support
• Managing workflow across your client portfolio
• Reviewing work completed by junior and part-qualified colleagues
• Supporting, mentoring and developing members of the wider team
• Working closely with Partners and senior colleagues within the office
• Collaborating with specialists from across the wider business when clients require additional expertise
• Contributing to the continued growth and development of the local office.

For candidates joining at Senior Manager level, there will be greater responsibility for larger or more complex clients, team leadership and helping shape the future development of the office.

Experience and qualifications

This role would suit somebody currently working within an accountancy practice at Assistant Manager, Manager or Senior Manager level.

The business will also consider strong candidates who feel ready to step up to the next stage of their career.

Ideally, you will have:

• Strong experience working within an accountancy practice
• A broad general practice background
• Good experience across accounts preparation and review
• Experience managing or taking significant responsibility for a portfolio of clients
• Strong knowledge of owner-managed businesses and SMEs
• Some tax experience or knowledge would be advantageous
• Excellent client relationship and communication skills
• Confidence dealing directly with business owners
• Experience reviewing work and supporting junior colleagues
• The ability to manage multiple deadlines and a varied workload
• A commercial and proactive approach to client service

ACA or ACCA qualification would be advantageous, particularly at Manager and Senior Manager level, although experienced candidates who are qualified by experience will also be considered.

Most importantly, the firm is looking for somebody ambitious who enjoys working with clients and wants to continue developing their career.

Benefits

The firm offers a strong benefits package including:

• Salary of approximately £45,000 - £80,000, depending on experience and level
• Hybrid working, with scope to work from home 2-3 days per week
• Flexible working arrangements
• Competitive company pension scheme
• 25-28 days annual leave, depending on level, plus bank holidays
• Ability to purchase up to 5 additional days of annual leave
• Business closure over the Christmas period
• Range of additional employee benefits
• Ongoing professional development
• Genuine long-term career progression

Company culture

This is an opportunity to join a well-established local office that retains the relationships and personal service of a regional accountancy practice.

Employees are encouraged to build genuine relationships with their clients and take a broad, commercial approach rather than simply focusing on year-end compliance.

The wider business also provides access to specialists across a range of areas, allowing the local team to offer clients a broader level of support while creating additional development opportunities for employees.

This position would particularly suit somebody who wants to retain a varied general practice role, work closely with their clients and continue progressing towards a senior leadership position.

There is genuine flexibility around the level of appointment, so applications are welcomed from experienced Assistant Managers through to established Senior Managers.

If you are currently working within an accountancy practice and would be interested in discussing the opportunity on a confidential basis, please apply or contact Ben Copsey at BC Financial Search for further information.