Senior Client Accounting Manager

🔥 34 minutes ago

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Remote Professionals

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Remote Professionals is a UK-based company that partners with local accounting firms to drive growth through strategic resourcing. It offers RP Offshoring—deploying dedicated managed accountants and bookkeepers into client teams—and RP Recruit, a bespoke recruitment service that leverages technology and AI to streamline hiring. The company also runs resources and a Growth Club for accounting firms, focusing on helping firms overcome talent shortages, inefficient hiring, and partner bandwidth constraints so they can scale.

📋 Description

• Client relationship management • Manage a portfolio of UK accounting clients. • Act as the primary point of contact for assigned clients. • Build and maintain strong, professional client relationships. • Conduct regular client meetings and provide clear progress updates. • Respond promptly to client queries and escalate complex matters where necessary. • Monitor client satisfaction, retention, risks and service opportunities. • Maintain accurate client activity records in Salesforce or a similar CRM system. • Service delivery and quality assurance • Coordinate the delivery of bookkeeping, VAT, payroll, management accounts, year-end accounts and audit support services. • Review completed work before it is submitted to clients. • Ensure work meets company quality standards and agreed client requirements. • Provide clear feedback and corrections to team members. • Minimise errors, review points, rework and client amendments. • Ensure all client deadlines and service-level expectations are achieved. • Workload and project coordination • Allocate work according to team capacity, priorities and deadlines. • Monitor progress across assigned client portfolios. • Track project budgets and hours worked against agreed budgets. • Identify delivery bottlenecks and take corrective action. • Coordinate effectively between clients, accounting teams and internal departments. • Communicate changes in client priorities and deadlines to relevant team members. • Team support and communication • Maintain regular communication with accountants and bookkeepers. • Conduct weekly team and workflow meetings. • Monitor productivity, workload and service delivery. • Provide coaching, support and constructive feedback. • Assist team members with accounting, bookkeeping, software and client-related queries. • Escalate technical, operational or performance concerns when required. • Client onboarding • Coordinate the onboarding of new clients. • Develop onboarding and implementation plans. • Document client processes, requirements and workflows. • Ensure a smooth transition into ongoing service delivery. • Monitor onboarding progress and address issues promptly. • Maintain accurate standard operating procedures, training resources and client documentation. • Compliance and process improvement • Ensure client work complies with applicable accounting standards, tax legislation, VAT requirements, payroll regulations and internal procedures. • Stay informed about relevant regulatory and technical developments. • Identify inefficiencies and recommend improvements. • Support automation and workflow-standardisation initiatives. • Help improve productivity, turnaround times and the client experience. • Billing and month-end support • Review team timesheets and Lists of Duties for assigned clients. • Reconcile hours worked against budgeted hours. • Ensure completed work is accurately recorded before month-end. • Update billing information and validate billable hours. • Prepare notes covering additional work, write-offs, credited hours, scope changes and other billing adjustments. • Ensure client-facing reports and billing documentation are accurate and issued on time.

🎯 Requirements

• A diploma or degree in Accounting, Finance, Business or a related field. • At least 3–5 years of experience in accounting, bookkeeping, client services or account management within an accounting practice. • Experience managing multiple client portfolios and deadlines. • Experience coordinating accountants, bookkeepers or outsourced finance teams. • Experience reviewing bookkeeping, VAT, payroll, management accounts or year-end accounts. • Good knowledge of bookkeeping, VAT, payroll, management accounts and annual financial statements. • Familiarity with accounting software such as Xero, QuickBooks, Sage or CaseWare. • Proficiency in Microsoft Excel, Word, Outlook and Teams. • Strong client relationship and communication skills. • Excellent organisation and time-management skills. • High attention to detail. • Strong problem-solving ability. • The ability to manage multiple priorities and deadlines. • Confidence coordinating remote teams. • A professional, proactive and service-focused approach.

🏖️ Benefits

• Remote-first working • Exposure to international clients • Direct access to leadership • Meaningful operational ownership • A supportive, practical team environment