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Posted 21 July, 2026

Client Manager - Accountancy Practice

Rapid Recruitment Services Ltd
London, ENG, GB Full Time

Job Description

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  • Client Manager / Portfolio Manager (Accountancy Practice)
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  • Job Title: Client Manager / Portfolio Manager
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  • Location: Finchley
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  • Salary: Competitive, dependent on experience
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  • Reports To: Partner / Director
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  • About the Role
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  • We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services.
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  • The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients' businesses.
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  • Key Responsibilities
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  • Portfolio Management
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  • Manage a diverse portfolio of clients across various sectors.
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  • Act as the primary point of contact for clients, building and maintaining strong professional relationships.
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  • Ensure timely delivery of accounts, tax returns, and advisory services.
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  • Monitor workflow and deadlines to ensure compliance with statutory requirements.
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  • Conduct regular client meetings to discuss business performance, tax planning, and future objectives.
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  • Accounts & Tax
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  • Review statutory accounts prepared under UK GAAP and FRS 102/FRS 105.
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  • Review corporation tax returns and associated computations.
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  • Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals.
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  • Provide tax planning and advisory support where appropriate.
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  • Assist clients with management accounts, cash flow forecasting, and business planning.
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  • Client Advisory
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  • Provide proactive business and financial advice to clients.
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  • Identify opportunities for improving profitability, efficiency, and tax position.
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  • Support clients with business growth strategies, financing requirements, and restructuring projects.
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  • Liaise with external stakeholders including banks, solicitors, financial advisers, and HMRC.
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  • Team Management
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  • Review work prepared by junior and semi-senior team members.
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  • Provide technical guidance, mentoring, and training.
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  • Assist with resource planning and workload allocation.
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  • Support the development and progression of team members.
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  • Practice Development
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  • Identify opportunities to expand services within existing client relationships.
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  • Participate in networking events and business development activities.
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  • Support fee reviews and engagement renewals.
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  • Contribute to continuous improvement of internal processes and client service standards.
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  • Person Specification
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  • Essential
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  • ACA / ACCA qualified (or qualified by experience with significant practice experience).
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  • Minimum 5 years' experience within a UK accountancy practice.
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  • Strong experience managing a client portfolio.
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  • Excellent knowledge of statutory accounts preparation and tax compliance.
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  • Experience reviewing work and supervising junior staff.
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  • Strong communication and relationship management skills.
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  • Commercially aware with a proactive approach to client service.
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  • Experience using accounting software such as Xero, QuickBooks, Sage, and cloud-based systems.
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  • Desirable
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  • Experience in business advisory and tax planning.
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  • Exposure to specialist sectors such as property, healthcare, construction, or professional services.
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  • Business development and networking experience.
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  • ICAEW or ACCA practising environment experience.
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  • Key Performance Indicators (KPIs)
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  • Portfolio fee recovery and profitability.
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  • Client retention and satisfaction levels.
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  • Timely completion of compliance deadlines.
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  • Quality of work and technical compliance.
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  • Development of junior team members.
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  • Identification and conversion of advisory opportunities.
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  • Growth in portfolio fees and service offerings.
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  • Benefits
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  • Competitive salary package.
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  • Performance-related bonus.
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  • Flexible and hybrid working arrangements.
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  • Professional development and training support.
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  • Clear progression pathway to Senior Manager or Partner level.
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  • Pension scheme.
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  • Generous annual leave entitlement.
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  • Employee wellbeing initiatives.
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  • Ideal Candidate Profile
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  • This role would suit an experienced Accountant, Senior Accountant, Assistant Manager, or Client Manager currently working within practice who enjoys managing client relationships and providing advisory-led services rather than undertaking audit work. The successful individual will be commercially minded, technically strong, and passionate about helping clients achieve their business objectives.
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