Client Manager
Listed on 2026-06-04
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Management
Wealth Management
Client Manager Are you an experienced practice professional ready to take full ownership of a client portfolio?
Do you enjoy building long-term client relationships while leading a team and delivering high-quality advisory-led services?
This is an excellent opportunity for a Client Manager to join a growing accountancy practice in Wetherby. You’ll manage a varied portfolio of owner‑managed businesses and SMEs, act as a trusted adviser to clients and play a key role in the development of the wider team.
The RoleAs Client Manager, you’ll take responsibility for the delivery, quality and growth of your own client portfolio.
Key responsibilities include:
- Managing a portfolio of limited companies, partnerships and sole traders
- Acting as the main point of contact for clients, providing proactive and commercially focused advice
- Reviewing statutory accounts, management accounts and tax returns
- Overseeing corporation tax and personal tax compliance
- Managing deadlines, workflow and client expectations across your portfolio
- Leading and mentoring junior and senior team members
- Reviewing work and providing technical guidance and feedback
- Supporting business development through client referrals and cross‑selling services
- Assisting with onboarding new clients and improving internal processes
- Working closely with senior leadership on advisory projects where appropriate
This role offers genuine autonomy, client ownership and progression potential.
About YouYou’ll be a confident, client‑focused professional with strong practice experience.
- Be ACA or ACCA qualified (or qualified by experience)
- Have experience managing a client portfolio within a UK accountancy practice
- Possess strong technical knowledge across accounts and tax
- Be confident reviewing work and supporting team development
- Have excellent communication and relationship‑building skills
- Be commercially aware and proactive in identifying opportunities to add value
- Be organised, reliable and comfortable managing multiple deadlines
- Demonstrate a genuine desire to progress and succeed at Manager level and beyond
You’ll be joining a modern and growing accountancy practice that:
- Works with a broad client base including owner‑managed businesses and SMEs
- Values long‑term relationships, quality and consistency
- Offers a collaborative, approachable and professional working culture
- Invests in training, development and career progression
- Supports hybrid and flexible working arrangements
This is a firm where Client Managers are trusted to lead and make an impact.
What’s on Offer?- Competitive salary and benefits package
- Hybrid and flexible working options
- Ongoing CPD and professional development
- Exposure to advisory work and strategic client relationships
- Supportive team environment with approachable leadership
- Clear progression pathway to Senior Manager level
If you’re a Client Manager looking for a Wetherby‑based role offering autonomy, progression and a strong client focus, this is an excellent next step in your career.
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