Accounting and Bookkeeping Clerk (Client Manager)

at  Ookkee Ltd

WHAT’S IN IT FOR YOU?

Freedom and Flexibility: Results matter here, not the hours you clock. Work where and when you perform best. All we ask is that once a month you are in the office for our Company Briefing!
Trust: We empower our team to take ownership and make decisions. Micromanagement is not how we work, you are responsible for your own workload – but we are always here to support you.
Professional Development: We’ll invest in you if you’re willing to invest in yourself. Whether it’s training, mentoring, or opportunities to step into new challenges, we’re here to support your journey.
Positive Vibes: Our team works on trust, transparency, and collaboration values. You’ll be surrounded by people who lift you up, positive vibes only!
Work-Life Balance: Life happens, and we get it. We offer the flexibility you need, with a “results only working environment”, you have the autonomy to handle work and personal commitments without stress.
Making a difference: This isn’t just a job; it’s an opportunity to make a real impact to the businesses you work with. You’ll help them have a grasp on their finances and work closely with them on a day-to-day basis to help them achieve what they want.
Tech, Tech, Tech: We keep things efficient and streamlined, basically we love tech. This means that there are opportunities to train with the companies themselves to learn the newest tech that can help with the bookkeeping for the businesses.

WHO YOU ARE (SKILLS, TRAITS AND QUALIFICATIONS):

• Strong client management experience. No two clients are the same. You’ll need to tailor your approach, adapt to different industries, and handle the nuances of each client relationship.
• Experience in bookkeeping, accounting, or finance is a must. You’ll need a solid understanding of financial processes, account management, and client-facing delivery.
• A relevant qualification in bookkeeping, accounting, or finance (e.g., minimum L3 AAT, ACCA, CIMA) is highly desirable.
• You must be a confident communicator, able to explain the finances clearly to clients at all levels as well as communicating with colleagues.
• Managing multiple bookkeeping client accounts comes with challenges. You’ll need exceptional time management, prioritisation, and problem-solving skills to stay on top of deadlines and expectations.
• Challenges will arise – from tight deadlines to complex financial scenarios with clients. We need someone who thrives under pressure and is still solutions focused.
• Commercial awareness is a must, our clients are all small to medium sized businesses that are hugely passionate about the direction they are heading in, understanding this and the little things that really count are imperative.
• Familiarity with cloud-based accounting tools, (e.g. Xero, Dext, Excel, Futrli) and the ability to learn new systems quickly will be key to success with Ookee – We LOVE tech!

SALARY: £27,000–£32,000 PER YEAR, BASED ON EXPERIENCE.

• Individual medical insurance after probation, with family cover available after extended service.
• 20 days holiday plus bank holidays and your birthday off.
• Weekly online team check-in session, allowing for support and connection with the team
• Monthly company briefings, ideal for staying connected during training.
• Quarterly team activities like volleyball, bowling, meals or other challenges chosen by the team.

ARE YOU READY TO STEP INTO A ROLE THAT OFFERS MORE THAN JUST A TITLE?

Imagine a job where your contributions are valued, your time is respected, and you have the autonomy to achieve results your way.
At Ookkee, we’re not your typical bookkeeping company. We’re an outsourced finance department that thrives on flexibility, trust, and genuine partnership that has the goals of our clients in mind. We treat people like the adults they are, giving them the space to grow while offering all the support they need.

THE ACCOUNTING AND BOOKKEEPING CLIENT MANAGER ROLE:

As an Accounting and Bookkeeping Client Manager, you’re not just managing numbers – you’re making a real difference to the businesses we work with. Here’s why your role is so important:

• Ensuring all KPIs and deliverables are met in line with the required scope of work (e.g., MI packs, VAT, CIS, etc.).
• Overseeing client onboarding projects, including proposals, alignment meetings, AML checks, migrations, and training to provide a seamless experience.
• Leading quarterly metronome reviews to manage client scope, assess value, and foster continuous improvement.
• Identify issues or discrepancies before they become problems and find proactive solutions to keep clients stress-free.
• You’ll help clients understand their finances so they can grow their businesses.
• Every client is different, and so are their needs. You’ll adapt and build strong relationships, becoming the person they trust to get things done.
• Keep things efficient by working smarter, not harder. Keeping software and regulatory training up to date for both you and your team, ensuring compliance and efficiency.
• You’ll bring personality, go above and beyond, and a can-do attitude to everything you do.
• Delegating tasks to trainees that match their skills while ensuring high-quality results.
• Supervising trainee work related to your clients, maintaining professional standards and attention to detail.

You’ll be the bridge between the finances and real business success, helping clients stay on track while making their lives easier. If you love the mix of problem-solving, relationship building, and hands-on bookkeeping, this is the role for you.