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