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Client Account Manager

£30,000 - £35,000 DOE

Coventry

Salary: £30–35k (DOE)
Holiday: 30 days
Type: Full-time, permanent


We are working with a well-established and forward-thinking accountancy practice based in Coventry, supporting a diverse client base including SMEs and international businesses. The firm operates within a fully digital, cloud-based environment and places a strong emphasis on quality, communication, and collaborative working.


Our client is seeking an experienced Client Account Manager to join their growing team. This is a hands-on position offering responsibility for managing a portfolio of clients while working closely with both junior staff and senior leadership.


Role Overview

  • Manage a portfolio of clients (limited companies and sole traders, including dentists)

  • Act as the main day-to-day point of contact for clients

  • Work within a pod structure (4–5 people), reporting to a senior manager

  • Review and oversee bookkeeping work

  • Prepare VAT returns, statutory accounts, and tax returns

  • Assist with and prepare management accounts and financial reporting

  • Ensure all client deadlines are met and work is delivered to a high standard

  • Liaise with internal team members to manage workflow and resolve queries

  • Support and develop junior members of the team

  • Contribute to tax planning and advisory work where appropriate

Systems

  • Xero (regular, hands-on use required)

  • Dext

  • Accounts preparation software

  • Fully cloud-based / paperless environment

  • TaxCalc

Candidate Requirements

  • Approximately 5 years’ experience within an accountancy practice

  • ACA / ACCA qualified, part-qualified, or QBE

  • Confident, day-to-day user of Xero (not just exposure)

  • Strong experience with cloud-based accounting tools

  • Excellent written and verbal English (essential for client communication)

  • Ability to review work, provide guidance, and support junior staff

  • Highly organised with the ability to manage multiple deadlines

Key Behaviours

  • Takes ownership of work and sees tasks through to completion

  • Open to feedback and direction

  • Communicates clearly with both clients and colleagues

  • Comfortable working in a fully digital environment

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