Client Manager – Accountancy Services

About the role

We are seeking a Client Manager to deliver high‑quality accountancy services to a portfolio of clients in the Durham area. You will act as the primary contact, handling bookkeeping, VAT returns and the preparation of accounts and tax returns.

Key responsibilities

• Serve as the main point of contact for clients, addressing accounting and tax queries.
• Prepare VAT returns and manage bookkeeping with support from outworkers and assistant managers.
• Compile sole trader, partnership and limited company accounts from raw records or accounting software.
• Complete client tax returns and ensure all advice is recorded in the CRM system.
• Liaise with HMRC, Companies House, banks and other third parties on behalf of clients.
• Support senior client managers in responding to client enquiries.
• Advise clients on accounting software, particularly Xero, and maintain up‑to‑date Xero certification.

Required profile

• AAT qualification.
• Minimum 5 years’ experience in an accountancy practice.
• Based locally in the North East of England.
• Strong written and verbal communication skills.

Required skills

• Xero accounting software.