Client Account Manager (Accounting Services)
Company: Audit Consulting Group
Location: Remote (UK)
Employment Type: Full-time / Part-time (Flexible)
About Audit Consulting Group
Audit Consulting Group is a growing UK accounting and tax consultancy supporting individuals, sole traders, landlords and businesses throughout the United Kingdom.
We provide a wide range of professional services, including:
- Company Formation
- Self Assessment Tax Returns
- VAT Registration & VAT Returns
- Bookkeeping
- Payroll & PAYE
- CIS Services
- Annual Accounts
- Corporation Tax
- Management Accounts
- HMRC Support
- Identity Verification (ACSP)
- Immigration & Visa Support for Businesses
- Business Advisory Services
As our client base continues to grow, we are looking for an experienced Client Account Manager who can confidently communicate with clients, manage enquiries and independently handle many of our day-to-day accounting services.
About the Role
This is a varied role combining client relationship management, accounting administration and basic accounting work.
You will be the first point of contact for many of our clients, helping them understand our services, collecting the necessary documentation and ensuring every enquiry is handled professionally.
Unlike a traditional client support role, you will also be expected to complete a number of straightforward accounting and compliance tasks independently. More complex technical work will be handled by our senior accountants.
This position is ideal for someone with previous experience working in a UK accounting practice who enjoys both communicating with clients and carrying out practical accounting work.
Key Responsibilities
Client Communication
- Answer incoming telephone enquiries
- Respond to email enquiries
- Reply to website enquiries
- Explain our accounting and tax services
- Identify client requirements and recommend suitable services
- Arrange consultations where necessary
- Follow up with prospective and existing clients
- Build long-term client relationships
Client Onboarding
- Collect required documentation
- Open new client files
- Complete CRM records
- Prepare engagement letters
- Request identity verification documents
- Coordinate the onboarding process
- Ensure all compliance checks are completed
Basic Accounting & Compliance Services
You will independently complete straightforward client work, including where appropriate:
- Company Formations
- VAT Registrations
- PAYE Registrations
- CIS Registrations
- UTR Applications
- EORI Applications
- Confirmation Statements
- Basic HMRC correspondence
- Identity Verification (ACSP)
- Submission of standard HMRC forms
- Preparing straightforward applications and registrations
- Assisting with simple bookkeeping tasks
- Collecting information for Self Assessment Tax Returns
- Supporting VAT Return preparation where appropriate
More complex accounting, tax planning and advisory work will be completed by our senior accountants.
Case Management
- Monitor ongoing client cases
- Request missing documents
- Liaise with accountants
- Keep clients updated throughout their case
- Ensure deadlines are met
- Escalate technical matters where necessary
Administrative Support
- Update CRM
- Maintain client records
- Organise client documentation
- Assist with HMRC correspondence
- Schedule calls and meetings
- Maintain internal workflow systems
Must Have
- Minimum 1 year's experience working in a UK accounting practice or bookkeeping firm
- Confident speaking with UK clients by telephone
- Excellent written and spoken English
- Good understanding of HMRC processes
- Ability to identify client needs and recommend appropriate accounting services
- Comfortable handling multiple enquiries each day
- Strong attention to detail and excellent organisational skills
Ideal Candidate
We're looking for someone who:
✔ Enjoys speaking with clients
✔ Can confidently explain accounting services
✔ Is proactive and solution-focused
✔ Works well independently
✔ Is highly organised
✔ Learns quickly
✔ Takes ownership of their work
✔ Wants to build a long-term career in a growing accounting firm
Highly Desirable
Experience with:
- QuickBooks
- Xero
- Sage
- FreeAgent
Knowledge of:
- Self Assessment
- VAT
- PAYE
- CIS
- Corporation Tax
- Company Formation
- Companies House procedures
- HMRC online services
Previous experience within:
- UK Accountancy Practice
- Bookkeeping Firm
- Tax Consultancy
A Typical Day
Your day may include:
✓ Answering new client enquiries
✓ Speaking with prospective clients
✓ Explaining our accounting services
✓ Preparing quotations
✓ Requesting client documentation
✓ Registering a new company
✓ Completing a VAT registration
✓ Preparing a Confirmation Statement
✓ Assisting with Self Assessment cases
✓ Updating CRM
✓ Following up existing clients
✓ Coordinating with senior accountants on more complex matters
What We Offer
- Fully remote working
- Flexible working hours
- Ongoing professional training
- Exposure to a wide variety of UK accounting and tax matters
- Career progression opportunities
- Friendly and supportive team
- Opportunity to develop into a Senior Client Manager or Accountant
Salary
- Competitive base salary (depending on experience)
- Performance-based commission on successfully onboarded clients
- Additional performance bonuses based on:
- Quality of client communication
- Client satisfaction
- Accuracy and efficiency
- Overall contribution to the business
How to Apply
Please send us:
- Your CV
- A short cover letter explaining your experience in UK accounting
- Your salary expectations
- Your availability
Email:
[email protected]
Website:
https://auditconsultinggroup.co.uk/
Pay: £25,000.00-£35,000.00 per year
Work Location: Remote
