Client Manager (accountancy firm)

Overview

In this Client Manager role, you will oversee a diverse client portfolio within a practice that provides accounting, bookkeeping, payroll and tax services. You’ll lead a small accounting team, delivering technical guidance and ensuring timely statutory deadlines. You’ll advise on taxation, cash flow and business finances, while shaping client relationships and onboarding processes. This is a hands-on, leadership-focused position in a collaborative firm that values high-quality service and professional development. A key hook is the opportunity to drive client success and process improvements within a supportive environment.

Pay / Benefits

• Competitive salary
• Hybrid/remote flexibility (two days from home)
• Company pension scheme
• Enhanced annual leave and sick pay
• Employee Assistance Programme
• Training and development opportunities

Responsibilities

• Managing preparation, review and submission of accounts and tax returns for sole traders, partnerships and limited companies
• Supervising and supporting a small team of accountants and overseeing workloads
• Providing technical guidance, training and ongoing development to team members
• Reviewing accounting and tax work and offering constructive feedback
• Managing onboarding of new clients and establishing proper records and accounting requirements
• Advising clients on taxation matters and opportunities for tax efficiency
• Providing advice on cash flow, budgeting, pricing, and other business financial matters
• Arranging and conducting year-end client meetings and reviewing client fees
• Maintaining accurate financial records, electronic files and client administration

Key requirements

• Full membership of a recognised chartered accountancy body (ACCA, ACA or equivalent)
• Approx. 5 years in accountancy practice including managing a varied client portfolio
• Proven ability to prepare, review and check statutory accounts and tax returns
• Prior experience using Xero or QuickBooks
• Strong taxation understanding and its practical application
• Good working knowledge of Microsoft Word and Excel
• Confidence in advising clients and explaining financial matters clearly
• Professional, approachable manner and ability to build client/colleague relationships

• Client relationship management
• Communication (verbal and written)
• Leadership and people development
• Xero
• QuickBooks
• Microsoft Word

…