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Client Manager
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- Company events
- Work from home
- At Counting Creators, we provide high-quality bookkeeping and management accounts support to UK-based SMEs, particularly in the MSP space.
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Job Post Details
Client Manager - job post
Job details
Pay
- £9,081 - £15,081 a year
Job type
- Fixed term contract
- Part-time
Benefits
Pulled from the full job description
- Company pension
- Work from home
- Company events
Full job description
** AGENCIES & OUTSOURCED BOOKKEEPING SUPPLIERS DO NOT APPLY**
At Counting Creators, we provide high-quality bookkeeping and management accounts support to UK-based SMEs, particularly in the MSP space.
We are known for:
- Accuracy
- Reliability
- Strong client relationships
- A team that genuinely cares about doing things properly
We are growing - and we are looking for a hands-on Client Manager who can take ownership of client finances end-to-end and become a trusted part of both our team and our clients’ businesses.
The Role
**£28,000 - £31,000 Full Time Equivalent to be pro-rata for part time hours based on 37hr week.** This role is 12-18 hours per week.
This is a hands-on Client Manager role.
You will be responsible for owning the numbers for your client portfolio, from bookkeeping through to management accounts, ensuring everything is accurate, complete, and clearly communicated.
You will:
- Get stuck into the detail
- Take responsibility for getting things right
- Build strong, trusted relationships with clients
- Develop your management accounts and analysis skills over time
This is not a purely strategic or advisory role - it is a delivery-focused role with progression
Key Responsibilities:
Client Ownership
- Take full responsibility for a portfolio of SME clients
- Ensure all financial records are accurate, complete, and up to date
- Be the main point of contact for day-to-day client queries
Bookkeeping & Data Accuracy
- Maintain high-quality bookkeeping across all client accounts
- Review and correct transactions to ensure accuracy
- Complete bank reconciliations and ledger reviews
- Ensure nothing is left unresolved or unclear
VAT (Critical Responsibility)
- Review VAT treatment across client accounts
- Identify and correct VAT errors
- Prepare and submit VAT returns
- Ensure compliance with UK VAT regulations
Month-End & Management Accounts
- Support and prepare month-end processes
- Post journals (accruals, prepayments, adjustments)
- Assist in producing management accounts
- Identify key variances and trends
Client Communication
- Build strong, professional relationships with clients
- Communicate clearly and confidently
- Follow up on queries and keep accounts moving
- Help clients understand their numbers at a practical level
Software & Standards
- Maintain best practice use of Xero across your client portfolio
- Hold and maintain current Xero certification as part of the role
Cybersecurity & Data Protection
- Follow all company cybersecurity, data protection, and device security procedures
- Handle client financial data with care and confidentiality at all times
- Maintain awareness of cyber risks, phishing, and secure working practices
- Complete required cybersecurity training and apply this consistently in day-to-day work
Team Contribution
- Work closely with the wider team
- Share knowledge and support others
- Maintain high standards across all work
- Contribute to a positive, reliable team environment
What “Good” Looks Like in This Role
- You take ownership - you don’t wait to be told
- You notice when something doesn’t look right
- You fix problems rather than work around them
- Clients trust you
- Your work is accurate, complete, and consistent
- You are reliable - the team knows they can count on you
Skills & Experience:
Essential
- Strong bookkeeping experience (minimum 4 years)
- Solid working Xero experience
- Solid understanding of UK VAT, including reviewing, correcting, and submitting VAT returns
- Experience with bank reconciliations, ledgers, and transaction reviews
- Strong attention to detail and accuracy
- Strong communication skills with clients
- Strong excel experience
- Able to work independently and manage your own workload
Desirable
- Experience supporting or preparing management accounts
- Experience posting journals (accruals, prepayments, etc.)
- AAT Level 3 or 4 (or working towards)
- Experience working with SMEs
What This Role Is Not:
This is not:
- A purely bookkeeping role with no progression
- A senior advisory / virtual FD role
- A leadership or mentoring-heavy position
This is a client ownership role with real responsibility, and the opportunity to grow into deeper financial analysis over time.
The Ideal Candidate:
We are looking for someone who is:
- Reliable & Accountable - you take ownership of your work
- A Natural Problem Solver - your are one step of the problem
- Detail-Oriented - accuracy matters to you
- Client-Focused - you build strong relationships naturally
- Proactive - you don’t ignore problems
- Team-Oriented - you contribute to the team, not just your own work
- Willing to Grow - you want to develop your management accounting skills
- Security-Conscious - you understand the importance of protecting client data and following secure working practices at all times
Additional Requirements
- DBS check required
- Annual AML assessments required
- Xero certifications
How to Apply
If this sounds like you and you’re looking to be part of a high-quality, supportive team, we’d love to hear from you.
** AGENCIES & OUTSOURCED BOOKKEEPING SUPPLIERS DO NOT APPLY**
Pay: £9,081.00-£15,081.00 per year
Benefits:
- Company events
- Company pension
- Work from home
Application question(s):
- Are you a permanent resident of the UK?
- Do you offer self employed services?
- Do you have more than 2 years in a client facing reporting role?
- Are you an Agent?
Experience:
- Bookkeeping: 4 years (required)
- VAT Review/Submission: 4 years (required)
Licence/Certification:
- AAT level 3 or above/equivalent qualification (required)
Work authorisation:
- United Kingdom (required)
Work Location: Remote