Client Manager
About the Role We are seeking an experienced and commercially minded Client Manager to join a growing accountancy practice. This is a key role responsible for managing a portfolio of clients, delivering high-quality service, and supporting the wider team in maintaining excellent standards. You will act as a trusted advisor to clients, ensuring compliance work is delivered efficiently while identifying opportunities to add value through proactive advice. Key Responsibilities Client Management and Delivery Manage a portfolio of clients, acting as the primary point of contact Prepare and review year-end accounts and compliance work, ensuring accuracy and timely delivery Lead client meetings and calls, clearly explaining financial information and offering practical insights Build strong client relationships, maintaining a professional and solutions-focused approach Handle client queries efficiently and proactively Advisory and Commercial Support Identify opportunities for tax planning and business advisory services Support onboarding of new clients, including information gathering and setting expectations Work collaboratively with internal teams, including an outsourced team overseas Technical and Systems Work confidently with TaxCalc for accounts and tax compliance Maintain accurate, well-organised client records Use cloud bookkeeping software and adapt to new technologies where required About You Essential Skills and Experience ACA or ACCA qualified with a minimum of 5 y
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