Senior Client Manager at Counting Creators LTD in United Kingdom

** AGENCIES, SELF EMPLOYED AGENTS & OUTSOURCED BOOKKEEPING SUPPORT TEAMS NEED 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

**£31,000 - £34,000 Full Time Equivalent to be pro-rata for part time hours based on 37hr week. (Maternity Cover)

Role will be 12 - 20 hours a week range £9,729 - £18,378 dep on hours and experience

This is a hands-on Senior Client Manager role.

You will be responsible for owning the numbers for your client portfolio, from some 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)
• Strong financial reporting experience (minimum 3 years)
• Strong experience with delivering reports and delivering that date in client meetings.
• Confident working in Xero
• Solid understanding of UK VAT, including reviewing, correcting, and submitting VAT returns
• Experience with bank reconciliations, ledgers, and transaction reviews
• Experience posting journals (accruals, prepayments, etc.)
• Good attention to detail and accuracy
• Strong communication skills with clients
• Able to work independently and manage your own workload
• Qualification of AAT Level4 or above

Desirable

• Experience working with SMEs

What This Role Is Not:

This is not:

• A purely bookkeeping role with no progression
• 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
• 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, SELF EMPLOYED AGENTS & OUTSOURCED BOOKKEEPING SUPPORT TEAMS NEED NOT APPLY **

Pay: £30,000.00-£34,000.00 per year

Benefits:

• Company events
• Company pension
• Flexitime
• 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: 2 years (required)
• VAT Review/Submission: 2 years (required)
• Financial reporting and presenting to clients: 3 years (required)

Licence/Certification:

• AAT level 4 or above/equivalent qualification (required)

Work authorisation:

• United Kingdom (required)

Work Location: Remote