Hybrid Client Manager – Accountancy Practice

Posted 2 days ago

Apply now

About the role

  • Client Manager overseeing client portfolios and compliance deliverables at an accountancy practice. Progression to Practice Manager with operational oversight and team leadership responsibilities.

Responsibilities

  • Managing a portfolio of clients as the primary day-to-day point of contact
  • Overseeing and preparing year-end accounts and compliance work
  • Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns
  • Providing clear, constructive feedback and maintaining high technical and file standards
  • Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities
  • Handling client queries in a professional, friendly and solutions-focused manner
  • Supporting the onboarding of new clients and setting clear expectations
  • Maintaining accurate, well-documented client files using modern practice software
  • Planning and managing workflow across your client portfolio
  • Monitoring WIP, budgets and recoveries, identifying scope changes early
  • Supporting billing processes and debtor management
  • Contributing to improved efficiency, consistency and job flow across the practice
  • Providing day-to-day guidance to junior team members
  • Supporting training and development through coaching, reviews and feedback
  • Assisting with recruitment and onboarding as required
  • With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, including practice coordination, resourcing and capacity planning

Requirements

  • Proven experience managing a client portfolio within a UK accountancy practice
  • Strong technical knowledge across accounts and SME compliance
  • Experience reviewing work and supervising junior staff
  • Excellent communication skills and strong commercial awareness
  • Highly organised, proactive and reliable under pressure
  • Confident using cloud accounting systems and practice software
  • ACA or ACCA qualified, or qualified by experience
  • Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential.

Benefits

  • Competitive salary, dependent on experience, with planned reviews aligned to role progression
  • Clear long-term development pathway to Practice Manager
  • Hybrid working options once settled
  • Supportive, friendly and professional working environment
  • Pension and holiday entitlement
  • CPD support and paid professional subscriptions where applicable

Job title

Client Manager – Accountancy Practice

Job type

Experience level

Mid levelSenior

Salary

£50,000 - £60,000 per year

Degree requirement

Professional Certificate

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job