Client Manager

iMultiply is working in partnership with a growing Accountancy Practice to recruit the newly created position of Client Manager.

The Company

A small Accountancy Practice based in the centre of Edinburgh. The Firm works hard to maintain a fun and positive environment.

The Role

The position of Client Manager is a newly created position which highlights the growth and success the business has enjoyed in recent years. The role can be on a part or full-time basis and would be well-suited to candidates coming from another Accountancy Practice.

Duties

• Manage a portfolio of clients, including individuals and owner-managed businesses.
• Prepare and review accounts for companies, partnerships, LLPs, and sole traders.
• Prepare and review corporation, partnership, and personal tax returns and computations.
• Ensure timely completion of all client work while maintaining efficient team workflows.
• Review bookkeeping and VAT returns for quarterly submissions.
• Conduct research to resolve complex or high-risk client cases and escalate issues as needed.
• Lead client meetings and facilitate annual portfolio growth of 20%.
• Oversee new client engagement processes.
• Plan and lead accounts meetings to optimize resource allocation.
• Attend networking events to expand business connections.

·      Support the director in managing the department and office operations.

·      Review team work-in-progress (WIP) to maximize margins and allocate resources effectively.

·      Oversee weekly resourcing to meet deadlines.

·      Supervise and support team development, ensuring training and progress reviews are completed on schedule.

·      Monitor and approve time sheets for team members.

·      Conduct one-on-one meetings with team members within required timelines.

·      Maximize chargeable time for client work.

The Person

• Fully qualified
• 3-5 years of Practice experience
• Strong problem-solving skills to independently resolve client issues.
• Excellent interpersonal and communication skills at all levels.
• Attention to detail and the ability to produce high-quality written communication.
• A positive, proactive mindset with the ability to manage high-pressure and complex workloads.

On Offer

The role of Client Manager can be fulfilled on a part-time or full-time basis. Hybrid working is on offer and the business offices are based in the city centre, situated within close proximity to public transport links.

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 BIPOC communities, are less likely to apply for jobs where they don't meet 100% of role. iMultiply would encourage you to apply for roles where there is room for development and growth.

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.

For more information on the Client Manager position please contact Gareth Spowart.