At a Glance
- Tasks: Manage client portfolios, deliver high-quality compliance and advisory services.
- Company: Join Cottons Group, a forward-thinking accountancy practice with ambitious growth plans.
- Benefits: Collaborative environment, career development, and the chance to make a real impact.
- Other info: Opportunity for professional growth in a progressive and supportive team.
- Why this job: Build meaningful client relationships and take ownership of your work.
- Qualifications: ACA or ACCA qualified with strong accountancy practice experience.
The predicted salary is between 42750 - 52250 £ per year.
Balanced Hiring is delighted to have partnered exclusively with Cottons Group to support all hiring activity.
About Cottons Group
Cottons Group is an established, forward-thinking accountancy practice supporting owner-managed businesses across the Midlands and beyond.
With ambitious growth plans, the firm combines high-quality compliance with practical, commercially focused advice.
Cottons Group offers a collaborative environment where people are trusted, supported and encouraged to develop.
The Role
The Client Manager will manage a portfolio of small to medium-sized clients, delivering high-quality compliance and advisory services with minimal Partner supervision.
This broad, client-facing role combines technical expertise, portfolio ownership, commercial awareness and team leadership.
The focus will be on managing client relationships, reviewing and delegating work, and proactively identifying opportunities to add value.
Key Responsibilities
- Client Management and Advisory
- Manage a portfolio of clients as their main point of contact
- Lead onboarding, review meetings and ongoing communications
- Build strong relationships and deliver excellent client service
- Provide practical, commercially focused advice
- Identify tax-planning and wider advisory opportunities
- Accounts, Tax and Workflow
- Oversee and review statutory accounts and financial statements
- Review corporate and personal tax returns
- Ensure work is accurate, compliant and completed on time
- Manage personal and team workflows, budgets and deadlines
- Monitor chargeability and recoverability
- Manage changes in scope and negotiate fees where appropriate
- Contribute to process improvements and ad hoc projects
- Review work completed by trainees and junior colleagues
- Delegate effectively to support development and efficiency
- Coach team members and provide constructive feedback
- Contribute to performance and development reviews
- Act as a positive role model across the team
- Business Development
- Identify opportunities with existing and prospective clients
- Contribute to the continued growth of the practice
- Build and maintain a strong professional network
About You
- ACA or ACCA qualified, or equivalent
- Strong accountancy practice experience
- Proven experience managing a client portfolio
- Sound knowledge of accounts preparation, tax compliance and planning
- Confident reviewing work and supporting junior team members
- Excellent organisational, communication and relationship-building skills
- Commercially aware, proactive and solutions focused
Experience in business development, advisory work or an established sector specialism would be advantageous.
- What Success Looks Like
- Strong client satisfaction and retention
- High-quality work delivered within budget and deadline
- Achievement of chargeability and recoverability targets
- Effective delegation and development of junior colleagues
- Identification of commercial and advisory opportunities
- A positive contribution to the continued growth of Cottons Group
This is an excellent opportunity to join a progressive and growing practice where you’ll be trusted to take ownership, build meaningful client relationships and continue developing your career.
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Client Manager in Daventry employer: Balanced Hiring
Join a dynamic and forward-thinking accountancy practice in Cheltenham that prioritises employee growth and well-being. With a hybrid working model, a supportive team culture, and exposure to diverse clients, this role offers more than just bookkeeping; it provides a platform for your ideas to flourish and your career to advance in a thriving environment.
