Client Partner

Client Partner

Banbury Full-Time 42000 - 58000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of local businesses while delivering expert accounting and tax services.
  • Company: Join a 5-star rated accountancy practice with a strong local presence.
  • Benefits: Enjoy a competitive salary, pension scheme, and 22 days annual leave plus bank holidays.
  • Why this job: This role offers autonomy, impact, and the chance to build strong client relationships.
  • Qualifications: Minimum 2 years post-qualification experience with a customer-first mindset.
  • Other info: Be part of a nationally recognised brand with opportunities for ongoing training and team socials.

The predicted salary is between 42000 - 58000 £ per year.

About the Role: Join a thriving, 5-star rated accountancy practice with a strong local presence. As a Client Manager, you'll take ownership of a portfolio of local owner-managed businesses, building strong relationships and delivering expert accounting and tax services. This role offers the perfect blend of technical client work, portfolio management, and business development.

Responsibilities of the role:

  • Managing a portfolio of local small business clients
  • Delivering high-quality accounting and tax services
  • Enhancing client relationships and supporting their growth
  • Leading business development and networking initiatives
  • Supporting and developing the local team

About You: We're looking for a confident, motivated professional with:

  • A minimum of 2 years post-qualification experience
  • Strong skills in working with sole traders, partnerships, limited companies, and individuals
  • A customer-first mindset and a passion for service excellence
  • Proven ability to work independently and take ownership of results
  • Leadership qualities with a desire to build and nurture a team
  • A proactive, entrepreneurial attitude towards marketing and business growth

Our client offers:

  • Competitive salary package: £35K base with realistic OTE of £50K+
  • Company pension scheme
  • Ongoing in-house training and CPD support
  • Health Assured employee assistance programme
  • 22 days annual leave plus bank holidays
  • Team socials including Christmas dinner and a summer party
  • Be part of a nationally recognised brand with local roots and a stellar reputation

Ready to Make Your Mark? If you're looking to grow your career in a role that combines autonomy, impact, and long-term opportunity, we'd love to hear from you.

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Contact Detail:

The Recruitment Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Partner

✨Tip Number 1

Network with local business owners and professionals in your area. Attend industry events, workshops, or seminars where you can meet potential clients and showcase your expertise in accounting and tax services.

✨Tip Number 2

Demonstrate your customer-first mindset by volunteering to help local businesses with their financial queries or offering free workshops. This will not only build your reputation but also create strong relationships that could lead to job opportunities.

✨Tip Number 3

Showcase your leadership qualities by getting involved in community initiatives or local business groups. This will highlight your proactive attitude and ability to nurture a team, making you a more attractive candidate for the Client Partner role.

✨Tip Number 4

Research the company’s values and recent projects. Tailor your conversations during networking or interviews to align with their mission, demonstrating your genuine interest in contributing to their success and growth.

We think you need these skills to ace Client Partner

Client Relationship Management
Accounting Expertise
Taxation Knowledge
Portfolio Management
Business Development
Networking Skills
Leadership Qualities
Proactive Mindset
Entrepreneurial Attitude
Communication Skills
Problem-Solving Skills
Attention to Detail
Time Management
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios, particularly with small businesses. Emphasise your post-qualification experience and any relevant achievements that demonstrate your ability to deliver high-quality accounting and tax services.

Craft a Compelling Cover Letter: In your cover letter, express your passion for service excellence and your customer-first mindset. Mention specific examples of how you've built strong client relationships and contributed to business development in previous roles.

Showcase Leadership Qualities: If you have experience leading teams or initiatives, be sure to include this in your application. Highlight any instances where you've supported or developed team members, as this aligns with the company's desire for leadership qualities.

Demonstrate Proactivity: Illustrate your proactive approach to marketing and business growth in your application. Share examples of how you've identified opportunities for improvement or expansion in past roles, showcasing your entrepreneurial attitude.

How to prepare for a job interview at The Recruitment Group

✨Showcase Your Client Management Skills

Be prepared to discuss your experience managing client portfolios. Highlight specific examples where you've built strong relationships and delivered exceptional service, as this role heavily focuses on client interaction.

✨Demonstrate Technical Knowledge

Brush up on your accounting and tax knowledge, especially regarding sole traders, partnerships, and limited companies. Be ready to answer technical questions that showcase your expertise and problem-solving abilities.

✨Exhibit Leadership Qualities

Since the role involves supporting and developing a local team, share instances where you've taken the lead or mentored others. This will demonstrate your leadership potential and ability to nurture talent.

✨Prepare for Business Development Discussions

Think about your proactive approach to marketing and business growth. Be ready to discuss strategies you've implemented in the past and how you plan to contribute to the company's growth in this role.

Client Partner
The Recruitment Group
Location: Banbury
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