Senior Client Manager: Hybrid Role with Partner Path

ProTalent Limited; Hastings, Bexhill-on-Sea; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid and flexible working

25+ days' holiday plus bank holidays

Gold-standard private medical insured

Death in service

Company sick pay and eye care

Enhanced family leave

CPD investment

Regular social events

Job summary

ProTalent Limited is seeking a Senior Client Manager in Bexhill, East Sussex. You will work closely with the Managing Partner, managing a client portfolio and guiding a team through accounts and tax work.

You’ll review accounts and taxes, spot advisory opportunities, and nurture client relationships, while helping the firm move toward AI-enabled workflows. Hybrid working is offered and progression to equity is possible.

Qualifications

• Qualified ACA/ACCA or equivalent.
• At least five years in practice, including supervising a team.
• Strong owner-managed business background across accounts, personal tax and corporation tax, with sound FRS 102 knowledge.
• Confidence to make decisions and sign work off rather than passing everything up the line.
• Comfortable with practice technology and AI tools, or keen to get to grips with them.
• Experience of working with offshore teams, or openness to it.
• Audit experience is helpful but not essential.
• Within a reasonable commute of Bexhill.

Responsibilities

• Take day-to-day responsibility for a portfolio of around £200,000 to £250,000 in fees, with the Managing Partner keeping overall partner responsibility.
• Be the main contact for your clients and review accounts, corporation tax and personal tax work before signing off within your authority.
• Manage workflow, deadlines, WIP, billing and debtors.
• Spot advisory opportunities such as tax planning, cash extraction and succession, and connect clients with specialist colleagues across the firm.
• Meet prospective clients and prepare proposals and fee quotes.
• Supervise, coach and develop the team, from juniors to seniors, including trainees with their studies.
• Review and allocate work for the firm’s offshore team, helping them grow technically and work as one with the UK side.
• Help lead the firm’s move towards more automation and AI-assisted workflows.

Skills

Owner-managed business experience

Accounts

Personal tax

Corporation tax

FRS 102 knowledge

Practice technology

AI tools

Offshore teams experience

Education

ACA or ACCA

Tools

Offshore collaboration tools

Job description

ProTalent Limited is seeking a Senior Client Manager in Bexhill, East Sussex. You will work closely with the Managing Partner, managing a client portfolio and guiding a team through accounts and tax work.

You’ll review accounts and taxes, spot advisory opportunities, and nurture client relationships, while helping the firm move toward AI-enabled workflows. Hybrid working is offered and progression to equity is possible.