Hybrid Client Manager – Tax

at Old Mill

• Job title: Client Manager – Tax
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Yeovil, United Kingdom

About the role

• Client Manager delivering high-quality accountancy and tax services while managing a portfolio. Working in a hybrid model with 3 days a week in the office to support senior advisers.

Responsibilities

• Manage your own portfolio within the team, delivering high-quality accountancy and tax services.
• Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review.
• Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services.
• Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.
• Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs.

Requirements

• Already chartered, the ideal candidate will have a strong accountancy background along with experience in tax.
• Furthermore, you should demonstrate excellent communication skills to build strong relationships with clients and colleagues.
• Experience in a similar role within a practice environment is essential, as well as the ability to manage multiple client accounts effectively.
• We are looking for a self-motivated individual who is dedicated to delivering exceptional client service and driving results.

Benefits

• Generous Holiday Allowance – 26 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
• Celebrate Your Birthday – Enjoy an extra day off to celebrate.
• Flexible Working – Our hybrid model allows for 3 days a week in the office, providing a great work-life balance.
• Employee Assistance Programme – Free, confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development – Full funding for professional qualifications and continuous learning opportunities to support your career progression.
• Perks and Discounts – Access to exclusive employee discounts on a range of products and services.