Senior Client Manager

CMA Recruitment Group; Bognor Regis; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A modern accountancy practice in Waterlooville seeks a Senior Client Manager to oversee a diverse portfolio of small business clients. This role involves managing a team, ensuring high standards, and advising clients on tax efficiency and business strategies. The ideal candidate will be a qualified professional with a strong background in accounting and a passion for mentorship. Competitive salary, flexible working, and a supportive culture are offered.

Benefits

Flexible working with one day remote per week

Competitive salary package

Regular training and ongoing development

Qualifications

• Minimum 5 years’ experience in practice.
• Experience managing client portfolios including accounts preparation and tax returns.
• Strong technical knowledge of accounting and simplified client communication.

Responsibilities

• Manage a diverse small business client portfolio.
• Oversee and mentor a small team of accountants.
• Prepare and review accounts and tax returns.
• Engage with clients on tax efficiency and business growth.
• Onboard new clients and ensure smooth integration.

Skills

Client portfolio management

Accounting software proficiency (Xero, QuickBooks, DEXT, FreeAgent)

Taxation knowledge

Time management and prioritization

Interpersonal communication

Leadership

Education

Qualified member of a Chartered Professional Body (ACCA or equivalent)

Job description

Join a fast-growing, modern accountancy practice based in Waterlooville, Hampshire, where professional development and teamwork are truly valued. Our client is a thriving small to medium-sized firm known for combining traditional values with a fresh approach to delivering exceptional accounting, bookkeeping, and payroll services to small businesses. With a supportive, inclusive culture and a reputation for respecting time and talent, this is your chance to take on a Senior Client Manager role that offers exciting professional challenges and career growth in an environment where your contributions genuinely matter.

What will the Senior Client Manager role involve?

• Leading and managing a portfolio of diverse small business clients, including Sole Traders, Partnerships, and Limited Companies
• Overseeing a small team of accountants, providing mentorship, technical guidance, and ensuring all statutory deadlines are met
• Preparing and reviewing accounts, tax returns, and bookkeeping work, maintaining high standards and accuracy
• Engaging directly with clients, advising on tax efficiency, cash flow, budgeting, and business growth strategies
• Onboarding new clients and integrating them seamlessly into the services offered
• Supporting management with team performance monitoring and client fee reviews
• Acting as a liaison with HMRC and Companies House to resolve queries, ensuring compliance and client satisfaction
• Leading by example to reinforce company values and foster a collaborative workplace culture

Suitable Candidate for the Senior Client Manager vacancy:

• Fully qualified member of a Chartered Professional Body (ACCA or equivalent) with at least 5 years’ experience in practice
• Proven expertise managing a varied client portfolio including accounts preparation, tax returns, and advisory work
• Comfortable using accounting software such as Xero, QuickBooks, DEXT, and FreeAgent
• Strong technical knowledge of accounting and taxation, with the ability to simplify complex information for clients
• Excellent time management, prioritisation skills, and attention to detail under tight deadlines
• Confident, personable communicator able to build trusted relationships internally and externally
• Motivated by continuous professional development and eager to lead a dynamic, client-focused team

Additional benefits and information for the role of Senior Client Manager:

• Flexible working with one day remote working per week
• Competitive salary package with scope for performance-related rewards
• Supportive culture that encourages curiosity, learning, and career progression
• Opportunity to work in a friendly, collaborative environment where individual contributions are highly valued
• Regular training, CPD, and access to tools that support your ongoing development and success

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.

If you’re ready to advance your career in an inspiring setting with a talented team, apply today to join this ambitious and forward-thinking accountancy practice.