Senior Client Accounting Manager

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee a portfolio of UK accounting clients and serve as the main point of contact.

• Foster and sustain professional relationships with clients, hold regular meetings, provide updates on progress, and address or escalate inquiries as necessary.

• Evaluate client satisfaction, retention, potential risks, and service opportunities.

• Keep precise records of client activities in Salesforce or a comparable CRM system.

• Organize bookkeeping, VAT, payroll, management accounts, year-end accounts, and audit support services.

• Review completed tasks to ensure quality standards and client specifications are fulfilled, and offer feedback and corrections.

• Ensure that client deadlines and service-level expectations are met while reducing errors and rework.

• Distribute work, monitor portfolio progress, track budgets and hours, and address any delivery bottlenecks.

• Coordinate between clients, accounting teams, and internal departments, communicating any changes in priorities or deadlines.

• Conduct weekly team and workflow meetings; oversee productivity, workload, and service delivery.

• Mentor and support team members and assist with accounting, bookkeeping, software, and client-related inquiries.

• Facilitate new client onboarding, develop implementation plans, document processes, and oversee the transition into ongoing service delivery.

• Maintain standard operating procedures, training materials, and client documentation.

• Ensure adherence to accounting standards, tax legislation, VAT requirements, payroll regulations, and internal protocols.

• Identify inefficiencies, propose enhancements, and support automation and workflow standardization initiatives.

• Review timesheets and Lists of Duties, reconcile hours against budgets, validate billable hours, and prepare billing adjustment notes.

• Ensure that client-facing reports and billing documentation are precise and delivered promptly.

⛳️ Requirements

• A diploma or degree in Accounting, Finance, Business, or a related field.

• A minimum of 3–5 years of experience in accounting, bookkeeping, client services, or account management within an accounting practice.

• Experience in managing multiple client portfolios and meeting deadlines.

• Background in coordinating accountants, bookkeepers, or outsourced finance teams.

• Experience in reviewing bookkeeping, VAT, payroll, management accounts, or year-end accounts.

• A solid understanding of bookkeeping, VAT, payroll, management accounts, and annual financial statements.

• Familiarity with accounting software such as Xero, QuickBooks, Sage, or CaseWare.

• Proficient in Microsoft Excel, Word, Outlook, and Teams.

• Strong client relationship and communication abilities.

• Excellent organizational and time-management skills.

• High level of attention to detail.

• Strong problem-solving skills.

• Capability to manage multiple priorities and deadlines.

• Confidence in coordinating remote teams.

• A professional, proactive, and service-oriented approach.

• A professional accounting qualification such as SAICA, SAIPA, ACCA, ACA, CIMA, or equivalent is desirable.

• Experience working with UK accounting firms or UK clients is desirable.

• Familiarity with Salesforce or another CRM system is desirable.

🏝️ Benefits

• Remote-first working environment

• Exposure to international clients

• Direct access to leadership

• Meaningful operational ownership

• A supportive, practical team atmosphere