Client Manager

Clear Legal & Financial Recruitment; Milton Keynes; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working & flexible hours

Annual bonus scheme

Private healthcare / BUPA Cash Plan

Enhanced pension contribution

Death in service cover

Employee Assistance Programme

25 days annual leave + bank holidays

Electric vehicle scheme

Professional subscriptions

Clear progression opportunities

Job summary

Clear Legal & Financial Recruitment is seeking an experienced Client Manager for a growing UK accountancy practice in Milton Keynes. You will manage a diverse SME/owner-managed client portfolio, deliver proactive business and tax advisory, and lead on accounts preparation and compliance tasks.

You will mentor junior staff, help optimise billing and workflows, and collaborate with partners to enhance client service and value creation.

Qualifications

• 5+ years' experience in a UK accountancy practice
• Experience managing SME and owner-managed client portfolios
• Knowledge of accounts preparation and corporate/personal tax compliance
• Experience providing advisory support and adding commercial value
• Strong communication and relationship-building skills
• Ability to manage workloads, deadlines and client expectations
• Ambition to progress within a growing firm

Responsibilities

• Manage a portfolio of SME and owner-managed clients as a trusted advisor
• Build and maintain strong client relationships and provide proactive advice
• Prepare and review accounts, tax returns and other compliance work
• Provide corporate and personal tax advisory support where required
• Identify opportunities to add value and support clients' business goals
• Manage client deadlines, workflow, WIP, recoverability and billing
• Review work by junior team members and provide guidance
• Support the development and mentoring of junior staff
• Collaborate with partners and senior managers to deliver an excellent client experience
• Utilise technology and improve processes to enhance efficiency and service delivery

Skills

Client relationship management

Portfolio management

Advisory

Communication

Deadline management

Education

ACCA/CTA qualification or equivalent

Job description

My client, a growing and ambitious accountancy practice, is looking to appoint an experienced Client Manager to join their team and take responsibility for managing a diverse portfolio of clients, providing a high level of service and delivering commercial accountancy and tax advice.

This is an excellent opportunity for an experienced practice professional who enjoys building strong client relationships, managing a portfolio and supporting the continued growth of a successful firm.

The Role:

• Managing a portfolio of SME and owner-managed business clients, acting as a trusted advisor
• Building and maintaining strong client relationships and providing proactive advice
• Preparing and reviewing accounts, tax returns and other compliance work
• Providing corporate and personal tax advisory support where required
• Identifying opportunities to add value and support clients with their business goals
• Managing client deadlines, workflow, WIP, recoverability and billing
• Reviewing work prepared by junior members of the team and providing guidance where required
• Supporting the development and mentoring of junior staff
• Working collaboratively with partners and senior managers to deliver an excellent client experience
• Utilising technology and improving processes to enhance efficiency and service delivery

The Ideal Candidate:

• ACCA and/or CTA qualified (or qualified by experience)
• 5+ years' experience within a UK accountancy practice environment
• Strong experience managing a portfolio of SME and owner-managed business clients
• Good knowledge of accounts preparation and corporate/personal tax compliance
• Experience providing advisory support and adding commercial value to clients
• Strong communication and relationship-building skills
• Ability to manage workloads, deadlines and client expectations effectively
• A commercially minded individual with the ambition to progress within a growing firm

Benefits include:

• Hybrid working and flexible hours
• Annual bonus scheme
• Private healthcare / BUPA Cash Plan
• Enhanced pension contribution
• Death in service cover
• Employee Assistance Programme
• 25 days annual leave + bank holidays (with option to buy/salary sacrifice additional days)
• Electric vehicle scheme
• Professional subscriptions
• Genuine progression opportunities within a growing firm