Account Manager (Accountancy Practice)

Account Manager

The Role

To manage the day-to-day client administration, preparation, and coordination of client accounts, acting as reliable and professional operational contact for clients and an effective contributor to the wider practice team.- The role ensures work is delivered accurately, on time, and in line with professional and internal standards, while supporting client satisfaction and operational efficiency.

Key Responsibilities

Client Delivery & Administration

• Prepare accounts, personal and corporation tax returns, VAT returns, in accordance with current legislation and practice procedures.
• Act as a day-to-day point of contact for allocated clients, maintaining professional and timely communication.
• Liaise with administration team and clients to request, receive, and clarify books, records, and supporting information.
• Respond to clients confidently and accurately, escalating complex or sensitive matters appropriately.
• Maintain strong client relationships through clear communication, reliability, and a solutions-focused approach.

Workflow & Time Management

• Manage assigned jobs to ensure deadlines are met, updating workflow systems accurately and in a timely manner.
• Monitor progress against engagement proposal and flag potential overruns or risks early.-
• Provide time sheets in a timely manner for ad hoc work to be billed appropriately.
• Prioritise workload effectively in line with practice deadlines and client commitments.

Quality & Compliance

• Ensure all work is prepared in line with accounting standards, tax legislation, and internal checklists.
• Take ownership of the accuracy, completeness, and presentation of assigned work before review.
• Address review points promptly and apply learning to future work to reduce rework.

Team Support & Collaboration

• Support Senior Accountants, Senior Account Managers, and Client Managers with accounts preparation and reviews.
• Share knowledge and best practice with colleagues, contributing to continuous improvement.
• Provide informal guidance to junior team members where appropriate.

Systems & Process

• Maintain accurate and up-to-date records within practice management and accounting systems.
• Use cloud accounting software efficiently (e.g. Xero), supporting digital workflows and paperless processes.
• Adhere to internal policies, procedures, and data protection requirements at all times.

Authority & Accountability

• Accountable for the accuracy, quality, and timeliness of assigned client work.
• Authorised to communicate directly with clients on routine matters within agreed scope.
• Escalation of technical, commercial, or client-sensitive issues to senior colleagues as required.

Skills & Experience

• ACA/ACCA qualified (or equivalent) with proven practice experience
• Skilled in managing client relationships with professionalism and confidence
• Experienced in preparing and reviewing accounts and tax compliance work
• A strong communicator who can explain financial information clearly and simply
• A team player who enjoys mentoring and contributing to a positive workplace culture
• Proactive, organised, and keen to contribute to the growth of the practice
• Experience with cloud accounting platforms (e.g. Xero) is highly desirable