Client Manager

About this Role

Client Manager – Join a Modern, People-Focused Accountancy Practice

Are you an experienced accountant who thrives on building genuine relationships with clients and making a real impact in their businesses? If you're looking for a role where your ideas are valued, your growth is supported, and your work truly matters—this could be the perfect fit.

About Us

We’re a forward-thinking accountancy practice that believes in doing things differently. We combine smart technology with a personal touch to help our clients grow, and we’re proud of the long-term relationships we’ve built with them. Now, we’re looking for a Client Manager to join our friendly, ambitious team.

What You’ll Be Doing

As a Client Manager, you’ll be the go-to advisor for a portfolio of small and medium-sized businesses. You’ll help them stay on top of their finances, make informed decisions, and feel confident about the future.

Here’s what your day-to-day might look like:
 
  • Preparing year-end accounts and tax returns using IRIS
  • Supporting directors with self-assessment tax returns
  • Reviewing VAT returns and peer-checking colleagues’ work
  • Hosting pre- and post-year-end meetings to guide clients through key milestones
  • Preparing management accounts and attending client meetings
  • Pricing jobs fairly and profitably, and spotting opportunities to add value
  • Staying sharp with Xero and its add-ons (like Dext, Futrli, EPOS systems)
  • Ensuring AML compliance and championing continuous improvement

Who You Are
 
  • You’ve worked in an accountancy practice and know what great client service looks like
  • You’re confident with IRIS and Xero (bonus points for certification!)
  • You’re tech-savvy and curious about new tools that make life easier
  • You’re organised, proactive, and love helping clients succeed
  • You’re a great communicator who enjoys working with people

Why You’ll Love Working Here
 
  • Flexible hybrid working—because life happens outside the office too
  • A supportive team that celebrates wins and learns together
  • Opportunities to grow your skills and shape your role
  • A modern, collaborative culture that values your input
#LI-GS1

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Client Manager

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Edinburgh, United Kingdom