Client Manager - Robert Half : Job Details

Robert Half is delighted to be partnering with a growing independent accountancy practice in Edinburgh to recruit a Client Manager.

This is a fantastic opportunity to join a forward-thinking firm that prides itself on strong client relationships, innovative use of cloud-based technology, and a culture of continuous improvement. The business supports a varied portfolio of SME clients across sectors, delivering high-quality compliance and advisory services.

As a Client Manager, you will take ownership of a designated portfolio of clients, acting as their primary point of contact and ensuring they receive timely, accurate, and value-adding support. Alongside core compliance work, you'll also play a key role in building relationships, spotting opportunities, and contributing to the firm's growth.

Day-to-day, you will:

• Prepare year-end accounts for clients using IRIS

• Prepare corporation tax returns and self-assessment tax returns (for company directors and tax-only clients)

• Review annual accounts prepared by peers and VAT returns where required

• Act as client manager, ensuring prompt query responses, profitable job completion, and agreed timescales are met

• Conduct pre year-end and post year-end meetings/calls with clients

• Review client pricing annually and agree on fees for additional work

• Prepare management accounts and attend client meetings where possible

• Maintain Xero certification and leverage add-on apps and EPOS systems

• Ensure compliance with AML reporting for your client group

• Drive a culture of continuous improvement across your portfolio

• Support with other ad hoc tasks as directed by the firm's directors

We're looking for someone who enjoys working closely with clients, thrives on variety, and brings a proactive, problem-solving approach.

You'll ideally be:

• Professionally qualified (ACCA/ICAS/ACA), part-qualified or qualified by experience within practice

• Experienced in preparing accounts, corporation tax, and self-assessment returns

• Confident in managing client relationships and delivering a high standard of service

• Familiar with cloud accounting software (Xero certification essential)

• Organised, detail-oriented, and comfortable managing a varied workload

• Commercially aware, with the ability to spot opportunities to add value to clients

• Competitive salary, dependent on experience

• Hybrid working model with flexibility around office/home balance

• Supportive and collaborative culture with a focus on continuous improvement

• Opportunity to work with a broad and interesting portfolio of clients

• Ongoing training and professional development, including cloud software certifications

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.