Overall summary

We are looking for a Client Manager to join a fast-growing, dynamic accountancy firm in South Liverpool.

You will be the first point of contact for a diverse portfolio of clients and will take responsibility for the delivery of all accountancy services, including delegation and management of the tasks required.

You will share our ethos in providing excellent client service and offering forward-thinking advice so that our clients appreciate the value we provide is far more than a standard accountant offers.


  • Managing a portfolio of clients. This involves taking full responsibility and control of client outputs and requirements, including delegation of work and supervision of junior team members
  • Communicating with clients as first point of contact on day-to-day issues and providing excellent customer care in dealing with all clients
  • Preparation of financial deliverables for clients. These include Limited Company, Partnership and Sole Trader Financial Accounts, Management Accounts, Budgets & Cashflows, VAT Returns, Corporation Tax and Self-Assessment Tax Returns
  • Communicating with HMRC, Companies House and other relevant bodies in relation to client queries and issues


  • Experience of working in an accountancy practice
  • Relevant qualifications (eg ACCA/ACA/CIMA) or experience equivalent to these qualifications.
  • Approachable and likeable – your colleagues and clients never have a bad word to say about you
  • Able to communicate with gravitas and in a consultative manner with clients
  • Excellent time-management skills and attention to detail
  • A “can do” attitude and desire to provide an excellent service to our clients
  • A willingness to learn new skills and apply them
  • Knowledge of Microsoft Office programs, especially Excel, Outlook and Word. We also use Xero and TaxCalc accounting packages – training will be provided as required

Hours of work:          37.5 Hours per week plus overtime as required

We will consider part-time or flexible working

Salary Range:            £30,000 to £40,000 depending on experience      

Other benefits:          Perkbox rewards scheme, Free parking

 How to apply

 The interviews for this role are as soon as you apply. Please send your CV and a covering letter explaining why you’d be suitable for role across to Louise Davies.

Email: ca*****@jo******************.uk

Louise will respond to every application and will gladly have an initial discussion with you to explore whether this is the right move for you.

 About Jon Davies Accountants Ltd

 Jon Davies Accountants (JDA) is a dynamic and fast-growing accountancy practice based in modern offices in South Liverpool. JDA has an experienced, close-knit team of client managers who offer a fresh approach. They are honest and responsive, giving clients professional and proactive advice which is straightforward and transparent.

JDA focuses on building long-term relationships with its clients to help understand their business. By working alongside our clients, JDA can add value by also giving expert advice to help plan strategies for future growth.

JDA is a successful, modern and forward-looking company which fully embraces new cloud-based technologies to help simplify the accounting process. These tools are easily accessible to clients, keeping them fully informed with an accurate and up to date record of their financial circumstances.

More details can be found at www.jondaviesaccountants.co.uk.