Manx Technology GroupSmart Island
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Finance Operations & Client Accounts Lead

Full TimePermanentNot specifiedFinance
Posted 15 March 2026Closes 28 April 2026

Job Description

Our client seeks a motivated, proactive, and detail-oriented Finance Operations & Client Accounts Lead to join their small but dynamic finance team. Role Profile: This role is integral to delivering high-quality accounting and financial administration services to a diverse portfolio of clients. The successful candidate will be responsible for cashiering functions, payroll processing, reconciliations, financial investigations, and VAT compliance across both UK and Isle of Man (IOM) jurisdictions. You will also act as the primary day-to-day contact for a key client, taking ownership of their financial administration matters and ensuring a consistently high standard of service delivery. To succeed in this role, you must be trustworthy, highly organised, and confident working independently, with strong bookkeeping knowledge and a solid understanding of UK and IOM tax frameworks. Key Responsibilities Client Relationship ManagementActing as the main point of contact for principal clientsManaging day-to-day financial queries and ensuring timely resolutionCoordinating with internal accounting staff to deliver accurate and efficient serviceBuilding and maintaining a professional and trusted client relationshipCashiering & BankingProcessing supplier payments, client disbursements, and internal transfersPreparing and processing bank payments (including online banking platforms)Performing daily, weekly, and monthly bank reconciliationsMonitoring bank balances and ensuring sufficient funds are maintainedInvestigating and resolving unreconciled items in a timely mannerReconciliations & Financial InvestigationsReconciling client accounts, control accounts, and suspense accountsIdentifying discrepancies and conducting detailed investigationsLiaising with banks, clients, and internal teams to resolve variancesMaintaining clear audit trails and supporting documentationAssisting with periodic internal reviews and compliance checksPayroll AdministrationProcessing payroll for multiple clients in accordance with UK and IOM regulationsEnsuring accurate calculation of salaries, deductions, statutory payments, and pension contributionsSubmitting payroll reports to relevant authoritiesMaintaining payroll records in compliance with data protection and statutory requirementsResponding to payroll-related queries from clients and employeesVAT & Tax CompliancePreparing and submitting VAT returns in line with UK and Isle of Man VAT requirements (including standard, reduced, zero-rated and exempt supplies)Ensuring compliance with Making Tax Digital (MTD) requirements where applicableReconciling VAT control accountsAssisting... For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16387

Automation Risk

Automation probabilityi55%
AI exposure (AIOE)i68%

This role combines routine tasks (such as payment processing and reconciliations) that are highly automatable with accounting software, with augmented tasks where AI tools can assist but not fully replace human oversight (e.g., investigations, compliance checks). However, significant human elements remain in client relationship management and complex problem-solving, moderating the overall automation risk. The exposure to AI augmentation is high due to the heavy use of digital tools and process automation in finance operations.

Task analysis

  • Act as the main point of contact for principal clients, managing day-to-day financial queries and ensuring timely resolution.
  • Process supplier payments, client disbursements, and internal transfers using online banking platforms.
  • Prepare and process payroll for multiple clients, ensuring accuracy and compliance with UK and IOM regulations.
  • Perform daily, weekly, and monthly bank reconciliations and monitor bank balances.
  • Investigate and resolve unreconciled items and account discrepancies, liaising with banks, clients, and internal teams.
  • Maintain clear audit trails and supporting documentation for all financial transactions.
  • Assist with periodic internal reviews and compliance checks, including VAT and tax compliance.
  • Coordinate with internal accounting staff to deliver accurate and efficient service to clients.
  • Build and maintain professional and trusted client relationships.

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

  • Master Excel automation for reconciliations and reporting tasks
  • Leverage AI tools for compliance and anomaly detection
  • Develop skills in client communication and relationship management

📈 Disruption outlook

15%1 yr
40%5 yrs
65%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-powered Bookkeeping

Automates reconciliations and routine transaction processing

💻 TechnologyPower Automate

Streamlines payment workflows and document management

🌍 OutsourcingPayroll Bureau Service

Handles multi-client payroll processing externally

Recommendation

🔀 Hybrid approach

Human oversight needed for client management; automate routine processing for efficiency

Microsoft Copilot & M365

Power Automate

Automate payment approvals and reconciliation alerts

Copilot for Excel

Generate reports and analyse payroll data

Power BI

Visualise financial trends for client accounts

Key Skills

Client Relationship ManagementAdvancedBookkeepingAdvancedPayroll ProcessingIntermediateVAT ComplianceIntermediateFinancial ReportingIntermediateAttention to DetailAdvancedAdministration and ManagementIntermediateMicrosoft ExcelIntermediateConfidentialityAdvancedTime ManagementAdvancedCashieringAdvanced

Knowledge Areas

Accounting PrinciplesFinancial Regulations and CompliancePayroll AdministrationReporting and DocumentationData Analysis and ReportingConfidentiality and Data ProtectionClient Service and Relationship ManagementIsle of Man Law and Regulation

O*NET Competency Skills

MathematicsActive ListeningCritical ThinkingReading ComprehensionSpeakingWritingMonitoringTime Management

Alternative Career Paths

Finance Manager85% match

Oversees broader finance operations, budgeting, and team leadership responsibilities.

Payroll Manager80% match

Specializes in managing payroll operations and compliance for multiple clients or a large organization.

Compliance Officer75% match

Focuses on ensuring organizational adherence to regulatory and tax frameworks.

Management Accountant78% match

Provides financial analysis and reporting to support business decision-making.

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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