Client Service Manager (Accounts and Audit) 

Role Overview

Manage a varied portfolio of audit and non-audit clients, overseeing delivery of high-quality accounts and audit assignments while leading and developing junior team members. This is a key role offering broad client exposure and strong progression opportunities.

 

Key Responsibilities

Client Management

• Manage a portfolio of audit (where applicable) and accounts clients

• Act as main client contact, responsible for resourcing, WIP, billing, and workflow

• Oversee onboarding, engagement, and disengagement processes

• Build strong client relationships and deliver high service standards

• Identify cross-selling opportunities and support business development

Accounts

• Review statutory accounts under UK GAAP (FRS 102/105) and IFRS where required

• Resolve technical issues and ensure work is accurate and compliant

• Deliver assignments on time, within budget, and to a high standard

• Ensure files are complete for Director review

• Maintain compliance with accounting standards and firm procedures

Audit

• Plan, manage, and review audit assignments from planning to completion

• Resolve audit issues, escalating where required

• Ensure files are complete for Director review at planning and completion stages

• Maintain compliance with UK auditing standards and internal procedures

• Support audit quality initiatives and regulatory reviews

Tax

• Corporation Tax: Ensure compliance, identify planning opportunities, provide proactive advice

• Personal Tax: Oversee compliance and identify planning opportunities

• P11D: Ensure compliance requirements are met

• Handle other matters including ATED, CGT, IHT, and HMRC enquiries

Company Secretarial

• Ensure Companies House records are accurate and up to date

• Manage filings and statutory changes in line with requirements

Team Leadership

• Lead, mentor, and develop staff (seniors and trainees)

• Support recruitment, appraisals, and training

• Review work and provide constructive feedback

• Assist with workflow planning and resourcing

Ad Hoc

• Attend management and workflow meetings

• Support Directors and clients with project work

Person Specification

Essential

• ACA or ACCA qualified

• 2+ years’ post-qualified experience at Manager level

• Strong UK practice background including audit

• Sound knowledge of UK GAAP and auditing standards

• Experience managing client portfolios and assignments

• Strong organisational and communication skills

Desirable

• Experience with SMEs and owner-managed businesses

• Exposure to group audits and consolidations

• Staff management and development experience

• Familiarity with software (CaseWare, CCH, IRIS or similar)

What We Offer

• Competitive salary and benefits

• Hybrid and flexible working

• Clear progression opportunities

• Ongoing training and development

• Supportive, collaborative environment