Client Manager

Client Manager

Edinburgh

The Company

The company is an Edinburgh-based, independent practice providing accounting, tax, and advisory services to a varied client base, primarily small to medium businesses. It offers a supportive environment where professionals can develop their skills and advance their careers. The team typically manages hundreds of clients across different industries, focusing on quality and efficiency. The Practice prioritises a culture of continuous improvement and excellence – many of the team have worked there for 5 years plus.

The Role

As a Client Manager, you will oversee a portfolio of clients, ensuring their accounting needs are met accurately and promptly. Your role involves preparing year-end accounts, corporation tax returns, and management accounts, while maintaining strong client relationships. You will also be responsible for reviewing work, identifying new opportunities, and supporting team collaboration.

Lead the preparation of year-end accounts on IRIS for clients with turnovers of £100k-£2m.

Complete corporation tax and self-assessment returns for clients and directors.

Review and peer assess quarterly, and annual accounts prepared by colleagues.

Manage VAT returns and other compliance tasks as required.

Act as the primary contact for designated clients, ensuring timely responses and profitability.

Conduct pre- and post-year-end meetings, review pricing, identify cross-selling opportunities, and oversee workflow efficiency.

Prepare management accounts within agreed timescales, attending client meetings when appropriate.

Maintain Xero certification and leverage experience with add-ons like Dext, Futrli, and EPOS systems.

Foster continuous process improvements and ensure AML procedures are followed.

Undertake additional ad hoc tasks as directed by senior management.

The Ideal Candidate

You should be a motivated accounting professional with experience managing client portfolios and a strong grasp of UK accounting standards.

Mandatory

Minimum 2 years’ practice or industry experience in accounting or finance roles.

Part-qualified or fully qualified

Knowledge of VAT procedures and compliance.

Proficient with Xero and related add-ons (Dext, Futrli, EPOS).

Strong Excel skills, including advanced functions and automation experience.

Demonstrable ability to manage client relationships profitably and efficiently.

On Offer

The role provides a competitive salary ranging from £30,000 to £45,000, depending on experience. The organisation offers a supportive environment with opportunities for professional development, flexible working arrangements, and involvement in diverse client projects.

Salary from £30,000 to £45,000.

Hybrid working model, with flexible hours.

Opportunities to develop skills with industry-standard software.

Supportive team environment and ongoing training.

Opportunities for growth within the practice.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles that offer room for development and growth.