Client Manager

PRO-TAX RECRUITMENT LIMITED; Town of Bolton (NY); On-site; USD 68,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Company pension scheme

25 days annual leave plus bank holiday

Life assurance (4x salary)

Enhanced family leave policies

Employee Assistance Programme (24/7)

Flexible benefits

Job summary

PRO-TAX RECRUITMENT LIMITED seeks an experienced Client Manager to lead a portfolio of SME clients, delivering proactive business advice and high-quality compliance work. You will mentor an accounts team, identify advisory opportunities and play a central role in the firm’s ongoing modernisation and growth strategy.

The role requires ACA/ACCA, strong technical knowledge across accounts, tax and VAT, plus leadership and client-management capabilities to drive value for clients and the firm.

Qualifications

• ACA or ACCA qualification.
• Significant experience within an accountancy practice managing your own client portfolio.
• Strong technical knowledge across accounts preparation, corporation tax and VAT.
• Good understanding of personal tax.
• Excellent knowledge of FRS 102 reporting standards.
• Proven leadership experience, including managing, reviewing and developing team members.
• Excellent communication and relationship-building skills.
• A commercial mindset with the ability to identify opportunities to add value for clients.
• Experience using cloud accounting software, particularly Xero.
• Familiarity with accounting software such as Dext, CCH or similar would be advantageous.
• A proactive, organised and client-focused approach.
• A genuine passion for mentoring and developing others.

Responsibilities

• Managing a portfolio of limited company clients, delivering proactive business advice and exceptional client service.
• Building strong, long-term client relationships and identifying opportunities to provide additional advisory services.
• Leading client assignments from planning through to completion, including statutory accounts, management accounts, corporation tax, personal tax and VAT returns.
• Providing tailored financial and commercial advice to support clients' business growth.
• Overseeing compliance deadlines across accounts, VAT, corporation tax, self-assessment and Companies House filings.
• Supporting Portfolio Managers with complex accounting and technical matters.
• Managing, mentoring and developing senior and junior team members through coaching, performance management and training.
• Advising clients on tax planning matters, including remuneration strategies, pensions and capital assets.
• Working closely with specialist tax teams and credit control to ensure a seamless client experience.
• Supporting the implementation of new technology, cloud accounting solutions and improved working practices.
• Leading process improvement and standardisation projects across the practice.
• Supporting business development activities, client onboarding and identifying opportunities for growth.

Skills

Leadership experience

Communication skills

Client-focused

Business advisory mindset

Education

ACA or ACCA qualification

Tools

Xero

Dext

CCH

Job description

Job Title Client Manager

Location Bolton

Salary £50,000 - £70,000

An exciting opportunity has become available for an experienced Client Manager to join a well-established and growing Top 20 accountancy practice. This is a key leadership role, offering the chance to manage an established client portfolio, lead a high-performing accounts team, and play an integral part in the continued growth and development of the business.

This position is ideal for an ambitious practice professional looking to step into a strategic role with genuine long-term career progression.

In this role, you'll be responsible for managing a portfolio of established SME clients while leading, mentoring and developing the accounts team. You'll provide trusted business advice, oversee compliance work, identify advisory opportunities and support the ongoing modernisation of the practice.

What you will be doing as a Client Manager

• Managing a portfolio of limited company clients, delivering proactive business advice and exceptional client service.
• Building strong, long-term client relationships and identifying opportunities to provide additional advisory services.
• Leading client assignments from planning through to completion, including statutory accounts, management accounts, corporation tax, personal tax and VAT returns.
• Providing tailored financial and commercial advice to support clients' business growth.
• Overseeing compliance deadlines across accounts, VAT, corporation tax, self-assessment and Companies House filings.
• Supporting Portfolio Managers with complex accounting and technical matters.
• Managing, mentoring and developing senior and junior team members through coaching, performance management and training.
• Advising clients on tax planning matters, including remuneration strategies, pensions and capital assets.
• Working closely with specialist tax teams and credit control to ensure a seamless client experience.
• Supporting the implementation of new technology, cloud accounting solutions and improved working practices.
• Leading process improvement and standardisation projects across the practice.
• Supporting business development activities, client onboarding and identifying opportunities for growth.

What you will need to succeed as a Client Manager

• ACA or ACCA qualification.
• Significant experience within an accountancy practice managing your own client portfolio.
• Strong technical knowledge across accounts preparation, corporation tax and VAT.
• Good understanding of personal tax.
• Excellent knowledge of FRS 102 reporting standards.
• Proven leadership experience, including managing, reviewing and developing team members.
• Excellent communication and relationship-building skills.
• A commercial mindset with the ability to identify opportunities to add value for clients.
• Experience using cloud accounting software, particularly Xero.
• Familiarity with accounting software such as Dext, CCH or similar would be advantageous.
• A proactive, organised and client-focused approach.
• A genuine passion for mentoring and developing others.

Why join this firm?

• Competitive salary.
• Company pension scheme.
• 25 days annual leave plus bank holidays.
• Additional annual leave with length of service and the option to purchase up to five extra days.
• Christmas office closure (subject to business requirements).
• Life assurance (4x salary).
• Enhanced family leave policies.
• Enhanced company sick pay.
• Employee Assistance Programme providing 24/7 confidential support.
• Employee discounts platform.
• Flexible benefits, including options for critical illness cover, health cash plan, cycle to work scheme, eye care and dental cover.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.