Client Manager handling commercial lines insurance for clients at Marsh McLennan Agency. Proactively manages workflow and serves as main contact for client inquiries.
About the role
- Senior Client Manager managing accounts and tax returns for diverse clients in a hybrid work model, mentoring a team while maintaining high service standards.
Responsibilities
- Manage, prepare, and submit accounts and tax returns for Sole Traders, Partnerships, and Limited Companies.
- Supervise a small team, ensuring workloads and statutory deadlines are managed.
- Mentor and provide technical guidance to team members.
- Review accounting and taxation work and offer feedback/training.
- Support planning and monitoring of team performance and KPIs.
- Communicate with clients via phone, email, social media, and in-person.
- Onboard new clients and support their transition through bookkeeping and compliance.
- Advise clients on tax efficiency, cashflow, budgets, and pricing.
- Complete/review bookkeeping, VAT returns, and CIS as required.
- Prepare for and lead year-end client meetings and fee reviews.
- Maintain organized electronic records and client administration.
- Liaise with HMRC and resolve client queries.
- Deliver training to clients and ensure professionalism and company values in all work.
Requirements
- Full membership of a chartered professional body (e.g., ACCA or equivalent)
- At least 5 years’ experience in practice, covering a wide client base
- Proven ability to prepare, review, and check accounts and tax returns
- Advisory experience and proficiency with Xero, QuickBooks, DEXT, and FreeAgent
- Advanced knowledge of UK tax and accounting standards
- Strong use of Microsoft Word and Excel
- Excellent time management; able to prioritize work and manage shifting demands
- Effective written and verbal communication skills for both technical and non-technical audiences
- Proactive, curious, and committed to learning and professional development.
Benefits
- Additional leave
- Company pension
- Private medical insurance
- Sick pay
- Work from home options
- Company events
Job title
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