Client Manager

About the Role We are seeking an experienced and commercially minded Client Manager to join a growing accountancy practice. This is a key role responsible for managing a portfolio of clients, delivering high-quality service, and supporting the wider team in maintaining excellent standards.
You will act as a trusted advisor to clients, ensuring compliance work is delivered efficiently while identifying opportunities to add value through proactive advice.
Key Responsibilities Client Management & Delivery

• Manage a portfolio of clients, acting as the primary point of contact
• Prepare and review year-end accounts and compliance work, ensuring accuracy and timely delivery
• Lead client meetings and calls, clearly explaining financial information and offering practical insights
• Build strong client relationships, maintaining a professional and solutions-focused approach
• Handle client queries efficiently and proactively

Advisory & Commercial Support

• Identify opportunities for tax planning and business advisory services
• Support onboarding of new clients, including information gathering and setting expectations
• Work collaboratively with internal teams, including an outsourced team overseas

Technical & Systems

• Work confidently with TaxCalc for accounts and tax compliance
• Maintain accurate, well-organised client records
• Use cloud bookkeeping software and adapt to new technologies where required

About You Essential Skills & Experience

• ACA or ACCA qualified with a minimum of 5 years experience
• Proven background in a UK accountancy practice managing client portfolios
• Strong knowledge of accounts and compliance for SMEs and owner-managed businesses
• Excellent communication skills, with the ability to explain complex information clearly
• Highly organised, detail-oriented, and able to manage multiple deadlines

Technical Skills

• Experience using TaxCalc (or the ability to become proficient quickly)
• Comfortable working with cloud-based accounting systems

What s on Offer

• Competitive salary based on experience
• Pension scheme
• Holiday allowance plus bank holidays
• Supportive and collaborative team environment
• Opportunity to take ownership of a client portfolio and develop advisory skills

Equal Opportunities This organisation is an equal opportunities employer. Employment is subject to the right to work in the UK and satisfactory references.