Job Specifications

Responsibilities will/may include any of the following:


  • To assist, help & support the Senior Client Manager in managing a portfolio of clients.
  • To assist the Senior Client Manager in managing the filing deadlines for year end accounts
    and corporation Tax returns (CT600’s) for the clients in their own pool and wider portfolio of
  • To manage your own pool of clients within the wider Client Portfolio.
  • To supervise a team of Senior Client Accountants and Client Accountants on the same
    portfolio of clients.
  • To manage the Clients Accountants on providing bookkeeping support to clients within the
  • To review the periodic bookkeeping & VAT returns produced for portfolio clients and to
    ensure all are accurate and filed in the required timescales and within deadlines.
  • To manage the ongoing training of all Client Accountants and any new starters.


  • Responsible for keeping the client details up to date at all times.
  • Preparation of year end accounts, financial statements and tax computations for clients
    within the portfolio for review by Senior Client Manager.
  • Preparation of periodic Management Accounts for clients within the portfolio.
  • Preparation of business & personal tax computations for client owners within the portfolio
    of clients.
  • Preparation of Self Assessments and personal tax computations and returns.
  • Preparation of Projections and Budgets.
  • Using IRIS Practice Suite, Sage software and certain cloud based accounting software’s on
    behalf of clients e.g. Liberty Accounts, Xero.
  • Providing strategic consultancy and financial management services including preparation of
    monthly management accounts, cash flow forecasts and projections, budgeting, Vat returns,
    payroll etc; effectively an outsourced ‘quasi’ Financial Controller role.
  • Advising on the improvement of profitability and business efficiency through continuous
    monitoring and by implementing effective business controls and re-systemising the client
  • Helping to control and manage the cash flow of the client businesses.
  • Reducing the burden of taxation on the businesses and their owners with good tax planning
    and advice.
  • Preparing business plans and helping source and negotiate the raising of finance. Conducting
    business valuations on clients businesses.
  • Actively looking to introduce new clients to the company and help promote and sell its
    services to prospective clients, financial institutions and the business community.
  • Ensuring the phone is answered at all times.


To apply for this role, use the form on the right-hand side or send your CV and covering letter to