Client Manager

Hayward Wright; Worcester; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A professional services firm in Worcester seeks a Client Manager to deliver proactive accountancy services. The successful candidate will manage client portfolios, lead a high-performing team, and provide tailored business and tax advisory services. Proven accountancy qualifications and strong interpersonal skills are essential for this dynamic role that promotes a positive work culture.

Benefits

Flexible and hybrid working

Generous leave policy

Profit-related bonus scheme

Employee benefits portal

Free financial coaching

Wellbeing support

Social events

Career development programs

Qualifications

• Experience in a client-facing accountancy role.
• Strong leadership and delegation skills.
• Comprehensive knowledge of tax laws and accountancy practices.

Responsibilities

• Manage a portfolio of clients and lead a high-performing team.
• Build strong relationships and represent clients with HMRC.
• Provide tailored business and tax advisory services.

Skills

Leadership

Client communication

Technical expertise in accountancy

Business development

Education

ACA/ACCA qualified

Tools

Xero

Sage

QuickBooks

Job description

About Us

At Hayward Wright, we believe in building trusted relationships that extend beyond numbers. Guided by our core values of trust, empathy, communication, improvement, and accountability, we work collaboratively to support both clients and colleagues. Our dynamic and innovative environment ensures that every team member feels empowered to achieve their best while making a meaningful impact for our clients and their businesses.

By offering the very best advice and support to owner-managed businesses, we aim to become the Midlands' ‘go-to’ professional services firm.

Role Overview

As a Client Manager, you will play a vital role in delivering proactive and client-focused accountancy services. You’ll manage a portfolio of clients, lead and develop a high-performing team, and uphold our company values in every aspect of your work. This role is about more than just numbers—it’s about creating lasting relationships based on trust and understanding.

Key Responsibilities

Team Leadership

• Manage the performance, development, and engagement of your team through 1-to-1s, mentoring, and training.
• Delegate tasks effectively, identify learning needs, and provide coaching to empower your team.
• Create a positive and collaborative team culture that embodies our core values.

Client Relationship Management

• Build strong, trusting relationships with clients through regular communication and meetings.
• Provide empathetic advice and prompt support for client queries.
• Represent clients with HMRC, including managing investigations with care and diligence.

Business & Tax Advisory

• Deliver tailored advice that reflects clients’ unique needs and goals.
• Proactively identify opportunities for additional services and present them as added value to clients.
• Regularly review fees to ensure they align with the services provided.

Practice Improvements

• Drive efficiencies by suggesting and implementing improvements in procedures.
• Support other Client Managers and contribute to shared team success.

Technical Expertise & Compliance

• Stay informed on tax laws, sector specialisms, software, and legislative updates to enhance service delivery.
• Review work to ensure accuracy, compliance, and adherence to best practices.

Business Development & Networking

• Attend networking events, industry conferences, and client meetings to promote the firm and identify new opportunities.
• With support from our Business Development Manager, develop your own business development plan, adhere to it, and evolve it as needed.
• Contribute towritten and video contentfor our clients, prospects, and social media channels to enhance visibility and engagement.
• Consistently meet and exceed targets, achieving KPIs and contributing to firm growth.

Workflow & Deadlines

• Plan and monitor team workflows, ensuring deadlines are consistently met.
• Adhere to and uphold practice procedures to deliver a high-quality client experience.

Why Join Us?

·Flexible and Hybrid Working: A balance of office and remote work tailored to your needs in addition to flexi-time policy.

·Generous Leave: Enjoy a minimum of 25 days plus bank holidays, with additional loyalty days for long-term service.

·Profit-Related Bonus Scheme: Share in the success of the business through firm-wide bonuses.

·Employee Benefits Portal: Access exclusive perks, including deals, discounts and 24/7 GP Consultation

·Free financial coaching and mortgage advice: Get expert guidance to help you plan your financial future and navigate the mortgage process with confidence

·Wellbeing Support: Benefit from our employee assistance program and mental health resources.

·Social Events: Join regular social activities, including events for you and your family.

·Innovative Tools: Work with cutting-edge software like Xero, Sage, QuickBooks, and Apron.

·Career Development: Participate in structured programs to enhance both technical and personal skills.

Our Values

At the heart of everything we do are these five principles:

·Trust: we earn the trust of our clients and colleagues

We commit to delivering for our clients and our team, ensuring that tasks are completed. We always follow through on our promises and consistently demonstrate honesty and reliability.

·Empathy: we are approachable, empathetic, and inclusive

We treat clients and team members with empathy, respect, and kindness, always. We take care of both our own and others mental, physical and social health. We are more than just numbers and acknowledge that we are working with individuals, not just their businesses, and that our work has a direct impact on their personal lives.

·Communication: we communicate positively and clearly

We speak positively of team members and our clients. We use empowering and positive conversation to build great relationships and always respond in a timely manner, keeping relevant people informed of how things are progressing.

·Improvement: we seek ways to learn, grow and be the best that we can be

We continuously seek ways to improve, learn, and develop our skills and work more efficiently. We learn from mistakes, analysing what went wrong. We accept praise and constructive feedback, and we use these to grow.

·Accountability: we are accountable for our actions

We take full responsibility for our actions, proactively managing and owning our tasks, knowing that we have the full support and help of our team when needed.

Key Competencies

• Leadership and team management skills aligned with company values.
• Exceptional client communication and relationship-building capabilities.
• Proactive and solutions-oriented approach to client challenges.
• Strong technical expertise in accountancy and tax.
• Commitment to continuous learning and professional development.

Qualifications & Skills

• ACA/ACCA qualified (or equivalent) preferred.
• Proven experience in a client-facing accountancy role.
• Strong leadership and delegation skills to support team growth.
• Excellent networking and business development abilities.
• Comprehensive knowledge of tax laws, accountancy practices, and relevant software.