Client Manager

IPS Finance; Otley; Hybrid; GBP 42,000 - 58,000; Full time

Benefits offered by this job

4-day week

Hybrid working model

Flexible hours

Job summary

IPS Finance is seeking an Client Manager to oversee a portfolio of SME clients, acting as the trusted adviser on accounts and broader commercial matters. You will blend client management, technical review and team leadership, ensuring high-quality delivery and strong client relationships.

The role offers a 4-day working week with a hybrid model and flexibility on how 34 hours are made up, providing a balanced work-life setup and opportunity for greater responsibility.

Qualifications

• ACA or ACCA qualification.
• Experience in an accountancy practice environment.
• Experience managing SME client portfolios.
• Confidence dealing with business owners and senior stakeholders.
• Strong technical knowledge.
• Experience reviewing work and mentoring junior colleagues.
• Commercially minded and organised approach.

Responsibilities

• Managing a portfolio of SME clients, acting as their key contact.
• Advising business owners on accounts, tax and broader commercial matters.
• Reviewing accounts and other work to ensure technical accuracy and quality.
• Maintaining high levels of client service.
• Mentoring and supporting junior team members.
• Helping to improve workflow, consistency and delivery across the practice.
• Building long-term relationships and identifying opportunities to add value.

Skills

Client portfolio management

Stakeholder communication

Technical accounting knowledge

Mentoring junior staff

Commercial/organised approach

Education

ACA/ACCA

Job description

This modern digital accountancyfirm operates a 4-day working week and a hybrid working model with complete flexibility on how the 34 hours are made up , offering an excellent opportunity for a practice-trained ACA or ACCA accountant looking for greater client responsibility and a strong work-life balance.

AsClient Manager, you will take responsibility for a portfolio of SME clients, acting as a trusted adviser and providing support across accounts and wider commercial matters. You will combine client management, technical review and team leadership, ensuring work is delivered to a high standard while maintaining strong relationships with clients.

Key responsibilities

• Managing a portfolio of SME clients, acting as their key point of contact
• Advising business owners on accounts, tax and broader commercial matters
• Reviewing accounts and other work to ensure technical accuracy and quality
• Maintaining high levels of client service
• Mentoring and supporting junior members of the team
• Helping to improve workflow, consistency and delivery across the practice
• Building long-term relationships and identifying opportunities to add value to clients

You will ideally have

• ACA or ACCA qualification
• Strong experience gained within an accountancy practice environment
• Experience managing or developing a portfolio of SME clients
• Confidence dealing directly with business owners and senior stakeholders
• Strong technical knowledge
• Experience reviewing work and mentoring junior colleagues
• A commercially minded and organised approach

IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned.