Client Manager Tax Yeovil

Old Mill; Yeovil; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking firm as a Client Manager in a dynamic Rural Team! This role offers the chance to manage a diverse portfolio of rural businesses while working closely with experienced advisers. You’ll be responsible for delivering high-quality accountancy and tax services, ensuring accuracy and compliance, and proactively identifying value-added opportunities for clients. With a hybrid working model, you’ll enjoy a flexible work-life balance while being part of a supportive and inclusive culture that values professional growth. If you’re passionate about client service and want to make a real impact, this opportunity is perfect for you!

Benefits

Generous Holiday Allowance

Birthday Day Off

Flexible Working

Employee Assistance Programme

Ongoing Professional Development

Perks and Discounts

Qualifications

• Experience in accountancy and tax is essential for managing client portfolios.
• Strong communication skills to build relationships with clients and colleagues.

Responsibilities

• Manage a diverse portfolio, delivering high-quality accountancy and tax services.
• Collaborate with the Tax Team to handle complex tax advisory work.

Skills

Accountancy

Tax Advisory

Client Management

Communication Skills

Self-Motivation

Education

Chartered Accountant

Job description

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:

1. Manage your own portfolio within the team, delivering high-quality accountancy and tax services.
2. Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review.
3. Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services.
4. Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.
5. 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

1. Already chartered, the ideal candidate will have a strong accountancy background along with experience in tax.
2. Demonstrate excellent communication skills to build strong relationships with clients and colleagues.
3. Experience in a similar role within a practice environment is essential, as well as the ability to manage multiple client accounts effectively.
4. 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

1. Generous Holiday Allowance– 26 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
2. Celebrate Your Birthday– Enjoy an extra day off to celebrate.
3. Flexible Working– Our hybrid model allows for 3 days a week in the office, providing a great work-life balance.
4. Employee Assistance Programme– Free, confidential support available 24/7 for your mental, physical, and financial wellbeing.
5. Ongoing Professional Development– Full funding for professional qualifications and continuous learning opportunities to support your career progression.
6. 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.

Reference code: Client Manager Tax - CMTNC
Location:
Yeovil, England, United Kingdom