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Job Title


Client Manager Accountancy Practice


Company : SI Recruitment


Location : Shildon, England


Created : 2026-03-02


Job Type : Full Time


Job Description

A Chartered Accountancy Practice in the Durham area is recruiting for a Client Manager to provide accountancy services and support to their clients.This will entail (with support), client bookkeeping, VAT return preparation, and preparation of sole trader, partnership and Ltd company accounts and tax returns.General duties include:Main point of contact with clients, assisting clients with their accounting and tax affairsGeneral correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IPs.Preparation of clients VAT returns including bookkeeping with help from outworkers and assistant client managers.Preparation of sole trader, partnership and Ltd company accounts from raw records or Accounting softwareCompletion of client tax returnsTo ensure all verbal or written help and advice provided to a client is recorded in the businesses CRM systemsTo support senior client managers in responding to clients queries.Offer clients help and advice on accounting systems and software packages such as Xero. To ensure Xero certification is current and up to date (training will be provided).RequirementsAAT QualifiedIT Literate, Xero experience would be highly desirable5+ Accountancy Practice experienceLocal to the areaExcellent communication skillsJBRP1_UKTJ