At a Glance
- Tasks: Manage a diverse client portfolio and support directors in building strong relationships.
- Company: Established accountancy practice with a supportive and flexible working environment.
- Benefits: 25-30 days holiday, career progression, and options for flexible working hours.
- Other info: Clear progression opportunities and potential for equity discussions.
- Why this job: Join a growing firm and make a real impact on client success and team development.
- Qualifications: ACA/ACCA qualified with experience in managing client portfolios.
The predicted salary is between 44000 - 44000 £ per year.
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:
- Manage your own portfolio of clients, acting as the main point of contact
- Support the Directors, particularly in maintaining and developing client relationships
- Assist with portfolio transitions following upcoming structural changes in the team
- Provide support on technical matters, including exposure to trust work (with specialist support available)
- Ensure high-quality delivery across accounts, tax, and advisory services
You will be stepping into an existing client base and gradually building your involvement, with scope to grow your responsibilities over time.
Key Responsibilities
- Manage compliance and advisory services across a mixed client base
- Review accounts and tax work prepared by junior staff where required
- Maintain strong client relationships and act as a trusted advisor
- Support workflow planning and client allocation across the team
- Assist with onboarding and transitioning clients during internal changes
- Contribute to continuous improvement of internal systems and processes
About the Firm
- 3 Directors (including 1 Non-Equity Director)
- Team of 14 employees, including: 5 ACCA qualified staff, 2 AAT trainees, Bookkeeping, payroll, and admin support staff
- Established client base with strong growth through referrals
- Flexible and supportive working environment
- Mix of digital and paper-based systems
Working Arrangements
- Office hours: 8:45am - 5:00pm (1-hour lunch)
- Flexible working options available: Full-time or reduced hours (e.g. 30-hour weeks)
- Options for 4 or 5 shorter days
- Parking available onsite
Requirements
- ACA / ACCA qualified (or equivalent experience)
- Previous experience managing a client portfolio within an accountancy practice
- Strong knowledge of accounts and tax (trust tax knowledge beneficial but not essential)
- Confident communicator with strong relationship management skills
- Ability to manage workload independently and support junior team members
Progression & Development
- Clear progression opportunities within a growing firm
- Support toward Practising Certificate if required
- Long-term pathway with potential discussion around equity
- Opportunity to take on increasing responsibility as the firm evolves
Benefits
- 25-30 days holiday (5-6 weeks depending on experience)
- Supportive and long-standing team environment
- Career progression opportunities
- Parking available
Recruitment Process
- Single-stage interview process (flexible format)
- Typically meeting with 1-2 Directors and HR
- Process designed to be efficient and accommodating
Client Manager in Abingdon employer: Hays Accounts and Finance
Join our well-established accountancy practice in South Oxfordshire, where we pride ourselves on a supportive and flexible work culture that fosters employee growth and development. As a Client Manager, you will have the opportunity to manage a diverse portfolio of clients while benefiting from clear progression pathways, generous holiday allowances, and a collaborative team environment that values your contributions. With a focus on maintaining strong client relationships and providing high-quality service, this role offers a meaningful and rewarding career in a thriving firm.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Abingdon
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We think you need these skills to ace Client Manager in Abingdon
Some tips for your application 🫡
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How to prepare for a job interview at Hays Accounts and Finance
✨Brush Up on Financial Analysis Skills
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