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- Tasks: Manage diverse client portfolios and lead a growing practice team.
- Company: Join a forward-thinking accountancy practice with a collaborative culture.
- Benefits: Competitive salary, flexible hours, generous holiday, and private medical insurance.
- Why this job: Gain real autonomy and advisory exposure while developing your leadership skills.
- Qualifications: 5+ years in UK accountancy, AAT/ACCA qualified or equivalent experience.
- Other info: Enjoy a modern work environment with regular team socials and growth opportunities.
The predicted salary is between 40000 - 45000 £ per year.
Client ownership & autonomy | Advisory exposure across diverse client portfolio | Lead and develop a growing practice team | Flexible hybrid working model
If you’re an experienced practice professional ready to take the next step, this Client Manager - Accounting & Advisory Practice role offers the chance to take full ownership of a varied client portfolio, lead meaningful relationships, and be trusted with both compliance delivery and advisory input. You’ll work across accounts, tax, and business advisory in a role that genuinely blends technical depth with client influence.
This is a Client Manager position where you’ll have real autonomy over your work, alongside the support of senior leadership. You’ll be encouraged to shape client outcomes, contribute to advisory growth, and develop your leadership capability by mentoring and guiding junior team members within a modern, flexible practice environment.
Package & Benefits
- Salary £40,000–£45,000 per annum depending on experience.
- 25 days’ holiday including Christmas closure plus birthday off.
- Additional leave entitlement increasing up to 30 days with service.
- Private medical insurance after 2 years’ service.
- Hybrid working with flexible hours (7–3, 8–4, 9–5, 10–6).
- Dress-down Fridays and smart business casual environment.
- Regular team socials and collaborative culture.
- Incentive scheme for introducing new business opportunities.
About the Company
You’ll be joining a forward-thinking accountancy practice that supports a broad range of clients with a mix of compliance, outsourcing, and advisory services. The environment is collaborative, modern, and focused on developing both people and client relationships, with a strong emphasis on practical support and long-term growth.
Key Responsibilities
- Manage a portfolio of clients across accounts, tax, VAT, and advisory services.
- Review year-end accounts, tax computations, and management information prior to sign-off.
- Deliver advisory support including tax planning, forecasting, cashflow, and funding support.
- Lead and support junior team members while overseeing workflow and client delivery.
About You
- 5+ years’ experience in UK accountancy practice within a Client Manager or similar role.
- AAT / ACCA qualified, part-qualified, or qualified by experience.
- Strong working knowledge of Xero, TaxCalc, and cloud-based accounting systems.
If you’re looking for a Client Manager role with genuine ownership, advisory exposure, and the chance to develop your leadership experience, this could be the right next step. Contact Fintelligent for more information or a confidential discussion.
Client Manager - Accounts & Advisory in Wilmslow employer: Fintelligent Search
Contact Detail:
Fintelligent Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Accounts & Advisory in Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on a job opportunity.
✨Tip Number 2
Prepare for those interviews! Research the company and its clients, and think about how your experience aligns with their needs. Practice common interview questions and be ready to showcase your advisory skills and client management expertise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re the perfect fit for managing their diverse client portfolio.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for your skills. Plus, it’s a great way to show you’re genuinely interested in joining our forward-thinking team.
We think you need these skills to ace Client Manager - Accounts & Advisory in Wilmslow
Some tips for your application 🫡
Show Your Client Management Skills: Make sure to highlight your experience in managing client portfolios. We want to see how you've built relationships and delivered advisory support in your previous roles. Use specific examples to demonstrate your expertise!
Tailor Your Application: Don’t just send a generic CV and cover letter! We love it when applicants tailor their documents to reflect the job description. Mention your experience with accounts, tax, and advisory services to show you’re the perfect fit for this role.
Be Authentic: Let your personality shine through in your application. We appreciate authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for client management and how you can contribute to our collaborative culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Fintelligent Search
✨Know Your Clients
Before the interview, research the types of clients the company works with. Understand their industries and challenges. This will help you demonstrate your ability to manage a diverse client portfolio and show that you're ready to take ownership.
✨Showcase Your Advisory Skills
Prepare examples of how you've delivered advisory support in previous roles. Be ready to discuss specific cases where your input made a significant impact on client outcomes, especially in areas like tax planning or cashflow management.
✨Demonstrate Leadership Experience
Think about times when you've led a team or mentored junior members. Share these experiences during the interview to highlight your capability to develop a growing practice team and support others in their professional growth.
✨Embrace the Flexible Culture
Familiarise yourself with the company's hybrid working model and flexible hours. Be prepared to discuss how you can thrive in such an environment, balancing autonomy with collaboration, and how this aligns with your work style.