Overview
ClientServicesManager–FinancialServices
Salary: £40,000–£45,000
Hours: Full-time (40 hours per week)
We are seeking a commercially minded and hands-on Client Services Manager to lead a team supporting self-employed clients with their tax obligations. This role combines operational leadership, client relationship management, and a strong understanding of tax regulation to drive excellent service and commercial performance.
Key Responsibilities
* Own and deliver key performance indicators including client retention, upsell rates, revenue per client, and overall team performance.
* Foster a sales-focused, client-first culture within the service team.
* Collaborate with other internal departments to ensure smooth client onboarding and seamless service delivery.
* Contribute to wider business initiatives, including pricing strategy, commercial reporting, and process improvements.
* Oversee the accurate and timely submission of client tax returns in compliance with HMRC legislation.
* Drive continuous improvement in operational processes, team efficiency, and servicedelivery.
* Provide regular reports and data analyses to support senior leadership decision-making.
* Coach and develop team members, conducting regular 1:1s, setting clear goals, and addressing performance proactively.
* Champion a collaborative and high-performing team culture with clear accountability.
* Conduct internal audits of self-assessment returns to ensure accuracy and compliance.
Essential Skills
* Minimum 2 years of experience in an accounting or tax environment, including team management.
* Strong understanding of UK tax legislation and self-assessment processes.
* Demonstrated experience in a commercial, client-facing setting.
* Confident in leading teams in fast-paced, results-driven environments.
* Strong coaching, communication, and problem-solving skills.
* Highly organised with the ability to prioritise and meet deadlines.
* Familiarity with KPIs, performance metrics, and upselling strategies.
* Experience using Practice Management Software.
Benefits
* 25 days holiday + bank holidays
* Pension plan
* Professional study support
* Healthcare cash plan
* Employee perks platform
* Cycle to work scheme
#J-18808-Ljbffr