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Financial Operations & Client Accounts Lead | M263

Full TimePermanentNot specifiedFinance
Posted 15 March 2026Closes 21 March 2026

Job Description

Our Client is seeking an experienced Finance Operations and Client Accounts Lead to join its small, professional finance team. This is a hands-on role with responsibility for cashiering, payroll, reconciliations and VAT compliance across UK and Isle of Man jurisdictions. You will act as the primary day to day contact for a key client, taking ownership of their financial administration, resolving queries, managing bank payments and control account reconciliations, and ensuring payroll and VAT submissions are accurate and compliant. The role requires a minimum of five years accounting or bookkeeping experience, strong payroll capability, solid understanding of UK and Isle of Man VAT frameworks, and confidence working independently in a controlled client facing environment. To discuss this role further or to apply, email your CV to jobs@mckenziefox.com quoting reference M2634.

Automation Risk

Automation probabilityi55%
AI exposure (AIOE)i70%

This role contains a mix of routine and augmented tasks, such as reconciliations, payroll, and VAT processing, which are increasingly supported by automation and AI tools. However, significant elements require human judgment, client interaction, and compliance oversight, which lowers full automation risk but increases AI exposure for augmentation. The role is moderately automatable overall, with high potential for AI assistance in day-to-day operations.

Task analysis

  • Process and reconcile client bank payments and control accounts across multiple jurisdictions.
  • Prepare and submit payroll for clients, ensuring accuracy and compliance with UK and Isle of Man regulations.
  • Act as day-to-day contact for key client, resolving queries and providing financial administration support.
  • Prepare and submit VAT returns, ensuring compliance with relevant frameworks.
  • Maintain accurate financial records and documentation for audit and compliance purposes.
  • Identify and resolve discrepancies in financial records and transactions.
  • Liaise with internal and external stakeholders regarding financial matters and compliance queries.
  • Oversee cashiering functions, including receipt and banking of client funds.
  • Prepare financial reports and summaries for clients and management.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4122Bookkeepers, payroll managers and wages clerks
O*NET: 43-3031.00 Bookkeeping, Accounting, and Auditing Clerks
AI analysis: 16 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage Excel AI add-ins for faster reconciliations and reporting
  • Use automation tools for payroll and VAT submissions
  • Develop prompt engineering skills for finance-focused AI assistants

📈 Disruption outlook

10%1 yr
35%5 yrs
60%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentXero AI Payroll

Automates payroll calculations and compliance checks

💻 TechnologyPower Automate

Streamlines reconciliations and payment workflows

🌍 OutsourcingSpecialist Payroll Provider

Handles complex payroll and compliance externally

Recommendation

Augment role

AI can automate routine tasks; human oversight needed for compliance and client queries

Microsoft Copilot & M365

Power Automate

Automate reconciliations and payment approval processes

Copilot for Excel

Accelerate financial reporting and error detection

Microsoft Teams

Enhance client and team communication securely

Key Skills

BookkeepingAdvancedPayroll ProcessingAdvancedVAT ComplianceAdvancedFinancial ReportingIntermediateClient Relationship ManagementIntermediateAttention to DetailAdvancedAdministration and ManagementIntermediateMicrosoft ExcelIntermediateRegulatory ComplianceIntermediateTime ManagementIntermediateCashieringAdvanced

Knowledge Areas

Accounting PrinciplesFinancial Analysis and ReportingPayroll AdministrationRegulatory ComplianceClient Service and Relationship ManagementIsle of Man Law and RegulationReporting and DocumentationBusiness Administration

O*NET Competency Skills

MathematicsActive ListeningCritical ThinkingReading ComprehensionSpeakingWritingMonitoringTime Management

Alternative Career Paths

Finance Manager85% match

Oversees broader financial operations, budgeting, and reporting for an organization.

Payroll Manager80% match

Leads payroll processing and compliance for multiple clients or a large organization.

Compliance Officer75% match

Ensures organizational adherence to financial regulations and internal controls.

Client Relationship Manager (Financial Services)70% match

Manages key client accounts and delivers tailored financial solutions.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Intuit QuickBooksSAP ConcurSAP softwareMicrosoft AccessOracle DatabaseYardi software

Work Activities

General work activities from O*NET

  • Working with Computers
  • Getting Information
  • Documenting/Recording Information
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Identifying Objects, Actions, and Events
  • Organizing, Planning, and Prioritizing Work
  • Processing Information
  • Performing Administrative Activities
  • Communicating with People Outside the Organization
  • Making Decisions and Solving Problems
  • Updating and Using Relevant Knowledge
  • Evaluating Information to Determine Compliance with Standards
  • Monitoring Processes, Materials, or Surroundings
  • Analyzing Data or Information

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

31%

of conversations

Classic Auto. Risk

98%

Frey & Osborne

Job Zone

3/5

Medium prep

O*NET Median Salary

£32k

US ref. $40k · fx 0.79

Occupational family: Office and Administrative Support

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