Client Manager

TN Recruits; East Grinstead; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

TN Recruits Ltd is recruiting a Client Manager for a Chartered Accountancy Practice in the UK. The role involves managing a varied client portfolio, providing proactive advisory and end-to-end service delivery, and reporting to a Partner.

You will own client relationships, handle accounts and tax compliance, and work with software like CCH, Sage or Xero. Hybrid working with potential home days after probation is available.

Qualifications

• ACA or ACCA qualification, or qualified by experience.
• Experience gained within accountancy practice.
• Strong knowledge of accounts and tax compliance.
• Confidence dealing directly with clients and managing relationships.
• Ability to work independently with minimal supervision.
• Professional, personable and proactive approach.
• Experience with CCH, Sage or Xero is useful.

Responsibilities

• Managing a personal portfolio of clients including self-employed professionals, limited companies and partnerships.
• Acting as the main point of contact for clients, providing a high standard of ongoing advice and support.
• Preparation and review of annual accounts.
• Completion of self-assessment tax returns.
• Preparation of corporation tax and partnership tax returns.

Skills

Client portfolio management

Tax compliance

Accounts preparation

Self-assessment tax returns

Communication & relationship mgmt

Education

ACA or ACCA or qualified by experience

Tools

CCH

Sage

Xero

Job description

Are you working in Practice and looking for a role where you can manage your own client portfolio? Are you looking for hybrid working and great work/life balance? If so then my client has a great opportunity to join them as a Client Manager.

An established and highly regarded Chartered Accountancy Practice is looking to appoint an experienced Client Manager to take ownership of a varied and interesting client portfolio. Reporting directly to a Partner, this is a highly autonomous, client-facing role suited to someone who enjoys responsibility, trusted relationships and end-to-end service delivery.
Key responsibilities include:

• Managing a personal portfolio of clients including self-employed professionals, limited companies and partnerships
• Acting as the main point of contact for clients, providing a high standard of ongoing advice and support
• Preparation and review of annual accounts
• Completion of self-assessment tax returns
• Preparation of corporation tax and partnership tax returns

The successful candidate will be confident managing their own workload and portfolio, with strong technical ability and excellent communication skills.
This role would suit someone who can demonstrate:

• ACA or ACCA qualification, or qualified by experience
• Experience gained within accountancy practice
• Strong knowledge of both accounts and tax compliance
• Confidence dealing directly with clients and managing relationships
• Ability to work independently with minimal supervision
• A professional, personable and proactive approach
• Experience with CCH, Sage or Xero (useful but not essential)

This is an excellent opportunity to join a specialist firm offering genuine flexibility, autonomy and long-term career stability. They are offering a very competitive salary plus bonuses and a generous benefits package. You will also have the opportunity to work from home up to 4 days a week after probation.

The firm is a recognised specialist within its field, providing expert tax advice, business support and accountancy services to a large and loyal client base. Known for its niche expertise and high standards, the practice offers a professional yet personable culture where employees are trusted, supported and encouraged to thrive.

In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.