Senior Client Manager

Senior Client Manager - Reading - Top 20 Practice - Part or Newly Qualified

Senior Account ManagerReading
Permanent, Full-Time

Company Overview
This dynamic and ambitious accountancy practice, located on the outskirts of Reading, Berkshire, specialises in providing high-quality financial services. The firm is highly successful and accredited to offer Chartered Accountancy, Chartered Tax Advisory, and Probate Services. This role presents an exceptional opportunity for career progression within a supportive and professional environment.
The Role

Report directly to the Client Services Manager.

Manage workflows for a small team, ensuring timely, accurate, and budget-friendly delivery of work in alignment with client commitments.

Oversee the management, development, and coaching of junior staff.

Maintain a portfolio of clients, ensuring high-quality service and expert guidance.

Prepare accounts for sole traders, partnerships, and limited companies.

Handle corporation and personal tax returns.

Conduct initial file reviews for technical accuracy before managerial and director-level assessment.

Perform analytical reviews of clients' financial data and lead review meetings to aid their understanding.

Promote the firm's services and identify value-added opportunities for clients.

Manage personal daily workloads efficiently.

The Requirements

At least four years of experience in an accountancy practice.

Qualified AAT, ACA, ACCA, or part-qualified ACA/ACCA (or qualified by experience).

Strong technical knowledge of current Financial Reporting Standards.

Proven track record of delivering excellent service to clients.

Ability to work independently without supervision.

Capacity to meet strict deadlines.

Excellent written and verbal communication skills.

Strong proficiency in accounting/tax systems; experience with Xero is an advantage.

High-level competency in Excel and IT applications.

The Package
Company Pension Scheme• 25 days of annual leave + bank holidays• Additional annual leave days from certain levels of seniority• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum• Business closure over Christmas • Life Assurance x4 annual salary• Enhanced family leave policies• Enhanced Company Sick Pay• Employee Assistance Programme - 24/7 support, free and confidential• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:• PMI single or family• Critical Illness Cover• Cash plan• Cycle to work• Eye care• Dental subject to exceptions and business needs #