Client Manager

Client Manager - Accountancy Practice

South Oxfordshire

Permanent

Overview

We are a growing and well-established accountancy practice seeking an experienced Client Manager to support our leadership team and manage a varied portfolio of clients. With an upcoming retirement and continued organic growth through referrals, this is a key hire to strengthen our client service offering.You will take ownership of a mixed portfolio and play an integral role in supporting directors, managing client relationships, and contributing to the continued success of the firm.

The Role

This is a hands-on Client Manager position where you will:

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• Manage your own portfolio of clients, acting as the main point of contact
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• Support the Directors, particularly in maintaining and developing client relationships
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• Assist with portfolio transitions following upcoming structural changes in the team
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• Provide support on technical matters, including exposure to trust work (with specialist support available)
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• Ensure high-quality delivery across accounts, tax, and advisory services
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• You will be stepping into an existing client base and gradually building your involvement, with scope to grow your responsibilities over time.
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Key Responsibilities

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• Manage compliance and advisory services across a mixed client base
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• Review accounts and tax work prepared by junior staff where required
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• Maintain strong client relationships and act as a trusted advisor
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• Support workflow planning and client allocation across the team
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• Assist with onboarding and transitioning clients during internal changes
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• Contribute to continuous improvement of internal systems and processes
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About the Firm

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• 3 Directors (including 1 Non-Equity Director)
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• Team of 14 employees, including:
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• 5 ACCA qualified staff
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• 2 AAT trainees
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• Bookkeeping, payroll, and admin support staff
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• Established client base with strong growth through referrals
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• Flexible and supportive working environment
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• Mix of digital and paper-based systems
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Working Arrangements

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• Office hours: 8:45am - 5:00pm (1-hour lunch)
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• Flexible working options available:
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• Full-time or reduced hours (e.g. 30-hour weeks)
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• Options for 4 or 5 shorter days
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• Parking available onsite
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Requirements

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• ACA / ACCA qualified (or equivalent experience)
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• Previous experience managing a client portfolio within an accountancy practice
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• Strong knowledge of accounts and tax (trust tax knowledge beneficial but not essential)
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• Confident communicator with strong relationship management skills
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• Ability to manage workload independently and support junior team members
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Progression & Development

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• Clear progression opportunities within a growing firm
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• Support toward Practising Certificate if required
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• Long-term pathway with potential discussion around equity
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• Opportunity to take on increasing responsibility as the firm evolves
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Benefits

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• 25-30 days holiday (5-6 weeks depending on experience)
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• Supportive and long-standing team environment
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• Career progression opportunities
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• Parking available
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Recruitment Process

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• Single-stage interview process (flexible format)
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• Typically meeting with 1-2 Directors and HR
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• Process designed to be efficient and accommodating
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