Client Manager in Diss at Haines Watts

Date Posted: 9/4/2022

Job Snapshot

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Job Description

We are recruiting for a Client Manager to work within our Diss office, with experience in managing a portfolio of clients. Flexible working and working from home available.

We are a top 15 accountancy firm specialising within the owner managed business area across the UK. A well-established firm since the 1930's with an entrepreneurial and dynamic feel who are continuing to grow nationally as well as regionally.

What you get back from us;

  • Flexible working
  • Competitive salary
  • Excellent personal development programmes to support career growth opportunities
  • Structured development as well as on the job practical training
  • Flexible benefits reward package
  • Working and learning directly from our Directors & Managers.
  • Ability to progress all the way to the top!

To be authentic, show passion and value relationships is our primary focus at Haines Watts and we are committed to attracting talent based on these principles.

We know that in addition to a competitive salary, our team members want benefits that are flexible enough to meet their needs and to change with them as their priorities change. We offer a wide range of benefits which include holidays, life assurance, company pension scheme and employee assistance programme along with a range of flexible benefits for you to choose. These include local gym membership, critical illness insurance and a fantastic range of cash back and discounts with selected retailers on our rewards website.

The successful candidate will be responsible for controlling, on an annual basis, the professional work required on a range of accounts jobs meeting all internal, client based and legislative deadlines.

Other duties include:

  • Managing a portfolio of clients, ensuring that their accounts and tax affairs are kept up to date and filing deadlines are met.
  • Representing the practice by attending network functions & events.
  • Being the first point of contact for your portfolio.
  • Assisting junior staff in their professional development.
  • Liaising with the tax team and other specialist within the Haines Watts group as necessary.
  • Assisting clients with tax planning
  • Attending CPD courses to maintain knowledge of Tax and Financial regulations.
  • Responsible for ensuring that the firm's standard processes are used in the production of accounts work in all aspects and for ensuring that technical standards are maintained.
  • Meeting and engaging with prospective clients.


  • Experience of completing private company accounts and knowledge of disclosure requirement
  • Knowledge of the IRIS Accountancy Suite, Xero and Quickbooks is a distinct advantage.
  • Ability to prepare accounts for sole traders and partnerships and a basic understanding of the tax legislation for both
  • Experience of preparing monthly and quarterly management accounts for clients in a timely manner
  • Able to manage and maintain client relationships and communicating effectively with clients
  • Experience of working with Iris preferred. In addition experience of cloud based systems such as Xero and Quickbooks are ideal


  • Good clear communication skills both written and oral
  • Be able to communicate on all level
  • A Positive and enthusiastic attitude
  • Ability to work as part of a team or under your own initiative.
  • Be happy to travel for work based assignments and to other offices in the region on a regular basis.
  • Be able to build and develop client relationships


  • Be authentic in every situation and like to be connected to your team, clients and local communities
  • Like to listen and understand, to show up every day with passion and to stand up for things that matter to you
  • Be driven to succeed, take initiative and want results


ACCA / ICAEW qualified

The Haines Watts Way:

Our collective aspirations are simple:

  • We strive to build and develop valued relationships as a trusted business advisor to our clients and connections.
  • We strive to show passion for our work in helping clients achieve their goals and using our initiative to help solve problems.
  • But above all, we strive to be authentic and inclusive as part of our DNA.

If you are keen to secure a progressive role within a unique top 15 accountancy firm offering a great career progression, please apply today to find out more.

We do not pay agency fees where speculative and unsolicited CVs are submitted to Haines Watts by any means. For any CVs which are submitted without instruction from the Haines Watts Recruitment team, Haines Watts reserves the right to contact and work directly with these candidates without payment of any agency fee.

Job Requirements

Client Manager