Job Opportunity: Client Manager (Progression to Practice Manager)
Location: Richmond
Employment Type: Permanent, Full Time
Working Pattern: Hybrid working considered
Sector: Accountancy Practice
TPF Recruitment is delighted to be supporting an independent and forward-thinking accountancy practice based in the Richmond area, who are looking to recruit an experienced Client Manager with a clear and structured progression pathway into a Practice Manager position.
This is a pivotal hire for the firm, offering long-term development, increased operational responsibility, and succession planning from the current Practice Manager. The role will suit a commercially minded Client Manager who enjoys portfolio ownership, reviewing work, and supporting team development, and who is keen to broaden their remit beyond client delivery into practice operations and people management.
The Role
Initially, the role will focus on client portfolio management and technical delivery, with responsibilities expanding over time to include practice management and operational oversight.
Client Management & Delivery
1. Managing a portfolio of clients as the primary day-to-day point of contact
2. Overseeing and preparing year-end accounts and compliance work
3. Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns
4. Providing clear, constructive feedback and maintaining high technical and file standards
5. Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities
6. Handling client queries in a professional, friendly and solutions-focused manner
7. Supporting the onboarding of new clients and setting clear expectations
8. Maintaining accurate, well-documented client files using modern practice software
Commercial & Workflow Responsibility
9. Planning and managing workflow across your client portfolio
10. Monitoring WIP, budgets and recoveries, identifying scope changes early
11. Supporting billing processes and debtor management
12. Contributing to improved efficiency, consistency and job flow across the practice
Team Supervision & Development
13. Providing day-to-day guidance to junior team members
14. Supporting training and development through coaching, reviews and feedback
15. Assisting with recruitment and onboarding as required
Progression to Practice Manager
With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, which may include:
16. Practice coordination, resourcing and capacity planning
17. Ownership of internal processes, onboarding standards and quality control
18. Supporting people processes including probation reviews, training tracking and holiday oversight
19. Assisting with practice compliance processes and internal controls
20. Producing operational reporting to support partner decision-making
This role offers a clear and realistic route into Practice Manager, with scope, responsibility and remuneration increasing as the position evolves.