Client Services Manager

Mulberry Recruitment; Farnham; On-site; CAD 74,000 - 85,000; Full time

Job summary

A financial services recruitment agency in Farnham is seeking a Client Services Manager who will lead a team assisting self-employed clients with tax obligations. The ideal candidate will demonstrate a strong understanding of UK tax legislation and have at least two years of experience in an accounting environment. This full-time role offers a salary between £40,000 and £45,000, along with several benefits including a pension plan and professional study support.

Benefits

25 days holiday + bank holidays

Pension plan

Professional study support

Healthcare cash plan

Employee perks platform

Cycle to work scheme

Qualifications

• Minimum 2 years experience in an accounting or tax environment.
• Experience in a commercial, client-facing setting.
• Confident leading teams in fast-paced environments.

Responsibilities

• Own and deliver key performance indicators including client retention and revenue per client.
• Foster a client-first culture within the team.
• Oversee accurate and timely submission of client tax returns.

Skills

Team management

Understanding of UK tax legislation

Client relationship management

Coaching and development

Organizational skills

Tools

Practice Management Software

Job description

Client Services Manager – Financial Services

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 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 leading teams in fast-paced, results-driven environments.
• Strong coaching, communication, and problem-solving skills.
• Highly organized 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