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Client Manager Tax

Old Mill

Yeovil

Hybrid

GBP 35,000 - 45,000

Full time

2 days ago
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Job summary

An exciting opportunity for an experienced Client Manager to join a dynamic Rural Team. You'll manage a diverse portfolio, deliver high-quality accountancy and tax services, and support senior advisers. This hybrid role offers a great work-life balance and a supportive environment for professional growth.

Benefits

Generous Holiday Allowance
Celebrate Your Birthday
Flexible Working
Employee Assistance Programme
Ongoing Professional Development
Perks and Discounts

Qualifications

  • Experience in tax is essential for managing and preparing work.
  • Ability to manage multiple client accounts effectively.

Responsibilities

  • Manage a portfolio delivering accountancy and tax services.
  • Support the Adviser with complex tax advisory work.
  • Proactively identify opportunities to add value for clients.

Skills

Communication
Client Management

Education

Chartered Accountant

Job description

1 month ago Be among the first 25 applicants

An exciting opportunity has arisen for an experienced Client Manager to join our Rural Team, supporting one of our Senior Rural Advisers with a diverse and growing portfolio of rural businesses.

What you'll do:

  • Manage your own portfolio within the team, delivering high-quality accountancy and tax services
  • Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review
  • Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services
  • Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance
  • Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs

You don't need to be a tax expert, but some experience in tax is essential to help manage and prepare work for review by our Tax Team. This is a fantastic opportunity for a skilled accountant who enjoys taking a hands-on approach to client management while helping to streamline processes for senior advisers. A rural background is helpful but not essential—what matters most is your drive to deliver excellent service.

Working in a hybrid model with 3 days a week in the office, you'll be part of a dynamic team helping to deliver expert accountancy services to some of our most valued clients.

Requirements

Requirements

Already chartered, the ideal candidate will have a strong accountancy background along with experience in tax.

Furthermore, you should demonstrate excellent communication skills to build strong relationships with clients and colleagues. Experience in a similar role within a practice environment is essential, as well as the ability to manage multiple client accounts effectively.

We are looking for a self-motivated individual who is dedicated to delivering exceptional client service and driving results.

About Us

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you'll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you're looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

Benefits

At Old Mill, we offer a comprehensive benefits package designed to support your wellbeing and growth:

  • Generous Holiday Allowance - 26 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days
  • Celebrate Your Birthday - Enjoy an extra day off to celebrate
  • Flexible Working - Our hybrid model allows for 3 days a week in the office, providing a great work-life balance
  • Employee Assistance Programme - Free, confidential support available 24/7 for your mental, physical, and financial wellbeing
  • Ongoing Professional Development - Full funding for professional qualifications and continuous learning opportunities to support your career progression
  • Perks and Discounts - Access to exclusive employee discounts on a range of products and services


Piqued your interest?

We'd love to chat! For more information or an informal discussion, please contact Emma Coleman, Recruitment Manager, on 01935 709444.

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Sales and Business Development
  • Industries
    IT Services and IT Consulting

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