Senior Client Manager - £200k Portfolio, Flexible Hybrid

TPF Recruitment Ltd

Lewes

Hybrid

GBP 54,000 - 66,000

Full time

2 days ago
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Benefits offered by this job

Salary of £60,000+
4% portfolio bonus
Hybrid working: 5 days in office for 3
Established client portfolio

Job summary

TPF Recruitment Ltd seeks an experienced Client Manager in the Lewes area to own and develop an established client portfolio worth c.£200,000 in annual fees. You will serve as the main contact, delivering proactive, personalised service with a focus on client relationships.

The role is predominantly client-facing, with initial three months in-office five days a week, followed by one in-office day per week, enabling a flexible hybrid pattern as you build long-term client partnerships.

Qualifications

  • Qualified accountant (ACA/ACCA or Chartered) with practice experience.
  • Experience managing a client portfolio and supervising accounts and tax work.
  • Strong client relationship management and organisational skills.
  • Ability to work independently and liaise with Partners.

Responsibilities

  • Manage a portfolio of circa 180–200 clients across barristers, judges, property and trusts.
  • Act as the primary point of contact, building relationships and understanding client needs.
  • Oversee delivery of accounts, tax returns and other compliance work.
  • Coordinate work with the wider team for timely, consistent service.
  • Respond to client queries and provide practical accounting/tax guidance.
  • Proactively manage deadlines, workflow and expectations within your portfolio.
  • Identify opportunities to deepen client relationships and portfolio performance.
  • Maintain high standards of client service, professionalism and technical quality.
  • Work closely with Partners and colleagues to ensure smooth portfolio operation.

Skills

Client relationship management
Portfolio management
Tax compliance
Accounts delivery
Deadlines management

Education

ACA/ACCA or Chartered

Job description

TPF Recruitment Ltd seeks an experienced Client Manager in the Lewes area to own and develop an established client portfolio worth c.£200,000 in annual fees. You will serve as the main contact, delivering proactive, personalised service with a focus on client relationships.

The role is predominantly client-facing, with initial three months in-office five days a week, followed by one in-office day per week, enabling a flexible hybrid pattern as you build long-term client partnerships.

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