Client Manager

The Client Manager is responsible for managing a portfolio of small to medium-sized clients, delivering high-quality compliance and advisory services with minimal Partner supervision. The role combines technical expertise, client relationship management, and team leadership, with a strong focus on efficiency, commercial awareness, and proactive client support.

• Manage a portfolio of small to medium-sized clients with minimal Partner oversight
• Act as the primary point of contact for clients, building strong and lasting relationships
• Manage both existing and new client relationships, ensuring high levels of service delivery
• Lead client meetings, including onboarding meetings and periodic review meetings
• Handle a wide range of client queries in a timely and professional manner

• Oversee and review the preparation of statutory accounts and financial statements
• Deal with all standard matters of accounts disclosure in line with relevant standards
• Process and review corporate and personal tax returns
• Support and deliver routine tax planning work for clients
• Ensure all compliance work is completed accurately, efficiently, and within deadlines

• Manage own workflow and ensure work is delivered efficiently and within budget
• Oversee workflow across the team, ensuring effective allocation of work
• Plan and prioritise jobs to meet deadlines and client expectations
• Contribute to internal processes and continuous improvement initiatives
• Undertake special assignments and ad hoc project work as required

• Supervise and review work completed by training team members
• Delegate work effectively to support team development and efficiency
• Assist with training and development of junior staff, providing ongoing coaching and support
• Communicate effectively with all colleagues
• Contribute to performance management and development reviews where required
• Identify opportunities to generate new business from existing and prospective clients
• Contribute to business development activities and broader practice growth
• Develop and maintain a strong network of professional contacts

• Ensure work is completed within agreed budgets and timescales
• Achieve chargeability and recoverability targets
• Demonstrate strong commercial awareness in managing jobs and making decisions
• Negotiate fees with clients where appropriate and manage scope changes
• Provide commercially focused advice to clients to support their business decisions

• Work proactively with clients to identify planning opportunities and areas for improvement
• Provide practical, commercially aware advice tailored to client needs
• Promote the firm’s ethos of adding value and supporting client success

• Maintain a high level of technical knowledge appropriate to the role
• Apply technical expertise to ensure high-quality outputs across all client work
• Stay up to date with changes in accounting standards, tax legislation, and best practice

• Always adhere to the Company values and professional standards
• Act as a role model to others, demonstrating integrity, accountability, and a positive approach to teamwork and client service

• Strong experience within an accountancy practice environment
• Proven experience managing a client portfolio
• Strong knowledge of accounts preparation, tax compliance, and planning
• Experience in business development and client acquisition
• Exposure to advisory-led client work
• Sector specialism (if applicable)

• Strong organisational and workflow management skills
• Excellent communication and interpersonal abilities
• Commercial awareness and sound decision-making
• Leadership and team development capability
• Proactive, solutions-focused approach
• Take ownership of client relationships and deliverables with minimal supervision
• Operate at a higher level of responsibility, demonstrating strong technical knowledge and initiative
• Focus predominantly on supervising, reviewing, and managing work rather than preparing it
• Drive effective delegation and support the development team…