Client Accounts Manager jobs in United States
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Cowgills - Wigan · 1 month ago

Client Accounts Manager

Cowgills is a growing accountancy practice dedicated to providing clear, reliable, and proactive financial services to individuals and businesses. They are seeking a Client Accounts Manager to manage a portfolio of clients and ensure their accounting, tax, and advisory needs are met with professionalism and care.

AccountingAdviceComplianceFinancial ServicesWealth Management

Responsibilities

Manage a portfolio of clients, acting as their main point of contact
Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings
Provide proactive advice on tax planning, cashflow, and business growth strategies
Ensure all compliance deadlines are met and work is delivered accurately and on time
Build and maintain strong client relationships through regular communication
Identify opportunities to provide added value through advisory services
Support new client onboarding and ensure a smooth transition
Stay updated on accounting standards, tax legislation, and compliance requirements
Collaborate with colleagues to improve processes and deliver an excellent client experience

Qualification

ACA/ACCA qualifiedClient portfolio managementUK accounting standardsAccounting software proficiencyProactive problem-solvingCommercial awarenessCommunication skillsOrganisational skillsDetail-oriented

Required

ACA/ACCA qualified (or equivalent), or qualified by experience in practice
Proven experience managing a portfolio of clients within an accountancy firm
Sound knowledge of UK accounting standards, tax compliance, and financial reporting
Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and MS Office
Excellent organisational skills with the ability to prioritise workload and meet deadlines
Client-focused, with strong communication and relationship management skills
Detail-oriented, accurate, and proactive in problem-solving
A trusted advisor who can explain complex issues clearly
Professional, approachable, and collaborative
Commercially aware with the ability to spot opportunities to support client growth

Company

Cowgills - Wigan

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We have become part of the Cowgills group. Please head over to our main page, Cowgills, for all future updates.

Funding

Current Stage
Early Stage
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