Job Title: Client Manager
Location: Remote, with 1 office day/month (Bournemouth & Basingstoke)
Job Type: Full-time
Salary: £27,000 – £32,000 per year
About our Client:
They pride themselves on being more than bookkeepers—they are trusted finance partners. They simplify processes, provide clarity, and help businesses grow. They invest in our team, fostering a supportive, flexible, and tech-driven work environment where your ideas matter.
What’s in it for You?
Flexibility: Results-driven work with autonomy.
Trust: Own your workload—no micromanagement.
Growth: Training, mentoring & new challenges.
Culture: Supportive, transparent & team-focused.
Tech-Driven: Work with leading accounting tools.
What you need to succeed:
3+ years bookkeeping/accounting experience.
AAT L3+, ACCA, or CIMA preferred.
Strong client management & communication skills.
Proficient in cloud-based accounting software (Xero, Dext, Excel, Futrli).
Problem solver with excellent time management.
The Role:
As a Client Manager, you’re not just managing numbers—you’re driving real impact. Your role includes:
Managing client accounts, ensuring all KPIs and deliverables (MI packs, VAT, CIS, etc.) are met.
Leading client onboarding, including proposals, AML checks, migrations, and training.
Conducting quarterly reviews to optimise client value and improve processes.
Identifying discrepancies before they become problems and finding proactive solutions.
Helping clients understand their finances to support their growth.
Building strong, tailored client relationships with an adaptable approach.
Keeping up with software and regulatory training to ensure compliance and efficiency.
Delegating and supervising trainee work while maintaining high-quality standards.
The Package:
Benefits: Private medical insurance, pension, flexitime, on-site parking.
Leave: 20 days + bank holidays + birthday off.
Culture: Monthly briefings, quarterly team activities.
Work Authorisation: UK only.
