Client Manager

TN Recruits; East Grinstead; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Bonuses

Generous benefits package

Job summary

TN Recruits is partnering with a Chartered Accountancy Practice in East Grinstead to recruit a Client Manager. You will manage a varied client portfolio, work autonomously and report to a Partner. Hybrid working and strong work-life balance are offered.

The role requires ACA/ACCA or qualification by experience, with experience in practice, and solid accounts and tax knowledge. You will build client relationships, handle self-assessment, and corporate/partnership tax returns.

Qualifications

• AC A/ACCA qualification or equivalent experience in practice.
• Strong knowledge of accounts and tax compliance.
• Confident in managing client relationships with minimal supervision.
• Experience with cloud or desktop accounting software is beneficial.

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 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

ACA/ACCA qualification

Experience in practice

Accounts & tax compliance

Client relationship management

Independent worker

Proactive attitude

Sage/Xero experience

Education

ACA or ACCA qualification

Qualified by experience

Tools

Sage

Xero

CCH

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.