Client Manager

TPF Recruitment Ltd; Haywards Heath; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid working

Established portfolio worth £200k

High earning potential

Job summary

TPF Recruitment Ltd is seeking an experienced, qualified accountant to take ownership of an established client portfolio in Haywards Heath. This client-focused role concentrates on delivering proactive service, managing accounts and tax compliance with no formal line management duties.

The role offers a modern office, flexible hybrid work after an initial onboarding period, and a clear path to long-term stability with strong earning potential through a £60,000+ salary and a 4% portfolio bonus.

Qualifications

• Qualified accountant with ACA/ACCA or equivalent.
• Experience in accountancy practice at a senior level.
• Experience managing a portfolio and overseeing accounts.
• Strong client relationship skills.

Responsibilities

• Take ownership of an established client portfolio (~180–200 clients) and be the main point of contact.
• Deliver accounts, tax compliance work and advisory support on deadlines.
• Coordinate with wider team to ensure consistent client service and quality.
• Proactively manage deadlines, expectations and opportunities to grow the portfolio.
• Liaise with Partners to ensure smooth portfolio operation and client satisfaction.
• Maintain high professional standards and technical quality in all work.

Skills

Client rel. mgmt

Portfolio mgmt

Time mgmt

Attention to detail

Education

ACA/ACCA or Chartered Accountant

Job description

This is an excellent opportunity for a qualified accountant looking for a senior, client focused position with strong earning potential, an attractive working arrangement and the opportunity to build long term relationships with an established client base.

The firm operates from a modern, open plan office and has an exciting opportunity for an experienced professionals to take ownership of an established portfolio worth approximately £200,000 in annual fees.

The portfolio comprises around 180 to 200 clients, including barristers, judges, limited companies, property clients and trusts. This provides an interesting and varied workload, with the opportunity to work closely with clients who often require a specialist and personalised accountancy service.

Importantly, this is a role focused purely on client management. There are no formal line management responsibilities or additional operational duties, allowing you to concentrate on managing your portfolio, delivering excellent client service and maximising your earning potential.

Following an initial three month period working from the office five days per week to help you settle into the business and get to know the team, the ongoing requirement is just one day per week in the office, offering an excellent level of flexibility.

Key Responsibilities

As Client Manager, you will take ownership of an established portfolio of clients, acting as their main point of contact and ensuring they receive a high quality, proactive and personalised service.

Your responsibilities will include:

• Managing a portfolio of approximately 180 to 200 clients across a range of specialist areas, including barristers, judges, limited companies, property and trusts.
• Acting as the primary point of contact for your clients, building strong relationships and developing a thorough understanding of their individual requirements.
• Overseeing the delivery of accounts, tax returns and other compliance work, ensuring assignments are completed accurately and within agreed deadlines.
• Coordinating work with the wider team to ensure clients receive an efficient and consistent service.
• Responding to client queries and providing practical guidance on accounting and tax matters within your area of expertise.
• Proactively managing deadlines, workflow and client expectations across your portfolio.
• Identifying opportunities to enhance client relationships and ensure the portfolio continues to deliver strong commercial performance.
• Maintaining high standards of client service, professionalism and technical quality.
• Working closely with the Partners and colleagues to ensure the smooth running of the portfolio.

This is a predominantly client facing role, with no formal responsibility for managing a team or taking on wider operational duties

Requirements

We are looking for an experienced and qualified accountant who enjoys building client relationships and taking ownership of their own portfolio.

You will ideally have:

• ACA, ACCA or another relevant recognised accountancy qualification, or be a chartered accountant.
• Previous experience working within an accountancy practice at Client Manager or a similar senior level.
• Experience managing a portfolio of clients and overseeing accounts and tax compliance work.
• Strong client relationship management skills, with the ability to build trust and provide a personalised service.
• Excellent organisational skills and the ability to manage a varied portfolio of clients and competing deadlines.
• A proactive, commercially aware approach, with a focus on delivering excellent service and maintaining strong client relationships.
• The confidence to work independently, take ownership of your responsibilities and liaise directly with Partners and clients.
• Experience working with professional services clients, particularly barristers, judges, property clients or trusts, would be advantageous, although candidates with a strong general practice background will also be considered.

Benefits

This opportunity offers an attractive combination of seniority, flexibility and earning potential, without the additional responsibilities often associated with more traditional management positions.

• Salary of £60,000+: A competitive starting salary, dependent on experience.
• 4% portfolio bonus: Additional earning potential linked to the portfolio.
• Exceptional hybrid working: Five days in the office during your first three months, followed by just one required office day per week.
• Established client portfolio: Take ownership of an existing portfolio worth approximately £200,000 in annual fees.
• Client focused position: Concentrate on managing your clients and delivering excellent service, without formal line management responsibilities.
• Modern working environment: Join the team in a new, open plan office.
• Long term stability: An established portfolio and a clear remit, offering the opportunity to build a sustainable role with strong earning potential.
• Partner support: Work closely with an enthusiastic Partner who is keen to bring in two experienced individuals to take ownership of the portfolio and support its continued success.