Client Manager

Workforce Staffing Ltd; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in the UK is looking for a Client Manager to deliver high-quality financial services. The role involves managing a diverse client portfolio and working autonomously while benefiting from a collaborative senior team. Ideal candidates are ACA or ACCA qualified with strong analytical skills and experience in client portfolio management, particularly within accountancy settings. This position offers attractive salary and benefits.

Benefits

Attractive, competitive salary

26 days' holiday plus public holidays

Generous pension contributions

Comprehensive health plan

Flexible working arrangements

Free on-site parking

Ongoing training and progression pathways

Supportive culture focused on learning

Qualifications

• At least 2 years' post qualification practice experience in accountancy.
• Proven ability to manage your own client portfolio independently.
• Strong technical skills, committed to staying current with standards.

Responsibilities

• Review financial statements and prepare corporation tax returns.
• Draft tailored advisory reports in collaboration with Senior Managers.
• Serve as the primary contact for a dedicated portfolio of clients.
• Guide clients on deadlines and compliance requirements.

Skills

Client portfolio management

Strong analytical abilities

Team-oriented

Proficient in Microsoft Office

Experience with Xero

Education

ACA, ACCA (or equivalent) qualified

Tools

Microsoft Excel

Xero

QuickBooks

Sage 50

Job description

Package & Benefits

• Attractive, competitive salary
• 26 days' holiday plus public holidays
• Generous pension contributions beyond the statutory minimum
• Comprehensive health plan
• Flexible working arrangements
• Free on site parking
• Clear progression pathways & ongoing training
• Supportive culture focused on learning and career development

Overview

Join a dynamic and forward thinking accountancy firm experiencing impressive organic growth! We are looking for a client manager, you will play a pivotal role in delivering high quality financial services and advice to a diverse client portfolio. This position offers the opportunity to work closely with an energetic senior leadership team, helping to shape the future of the firm while advancing your own career

Why this role is exciting

• Be part of a thriving practice expanding through client success and internal innovation.
• Take responsibility for your own client portfolio, working autonomously yet supported by a collaborative and knowledgeable senior team.
• Provide truly impactful advice-transforming financial processes, systems, and outcomes for clients.
• Join a firm culture that values professional development, mentorship, and flexible working.

Key Responsibilities

• Review financial statements (company & sole trader) and prepare corporation tax returns.
• Draft tailored advisory reports in collaboration with Senior Managers and Directors.
• Oversee annual personal tax filings and advise clients accordingly.
• Ensure high-quality financial statement disclosures.
• Serve as the primary contact for a dedicated portfolio of clients.
• Guide clients on deadlines and compliance requirements across Accounts, Tax, VAT, Payroll, and Company Secretarial.
• Foster strong client relationships and field ad hoc financial queries.
• Assist clients with the design and deployment of internal systems and accounting software.
• Confidently explain tax and financial matters to reassure and inform clients.
• Mentor and support senior associates and supervisors to help them grow.

About You

• ACA, ACCA (or equivalent) qualified with at least 2 years' post qualification practice experience.
• Proven ability to manage your own client portfolio independently.
• Strong technical grounding-committed to staying up to date with professional standards.
• Proficient in Microsoft Outlook, Word, and Excel.
• Experienced with Xero; familiarity with Iris, Alpha, QuickBooks, and Sage 50 is a plus.
• Technically savvy, self-motivated, and adaptable in new or evolving contexts.
• Excellent people skills-team oriented and able to inspire junior staff.
• Meticulous under pressure with outstanding analytical and research abilities.

Ready to take the next step?

If you're eager to contribute to an upbeat, growth-led accountancy practice and advance your career within a supportive environment, we would love to hear from you contact Louisa Morgan on (phone number removed)/ (phone number removed) or contact me via email (url removed)