Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team supporting self-employed clients with their tax obligations and drive excellent service.
- Company: Dynamic financial services firm focused on client success and team collaboration.
- Benefits: 25 days holiday, pension plan, healthcare cash plan, and professional study support.
- Why this job: Make a real impact by leading a high-performing team in a fast-paced environment.
- Qualifications: 2+ years in accounting or tax, strong team management, and UK tax knowledge.
- Other info: Join a culture of continuous improvement and career development opportunities.
The predicted salary is between 40000 - 45000 £ per year.
Overview
ClientServicesManager–FinancialServices
Salary: £40,000–£45,000
Hours: Full-time (40 hours per week)
We are seeking a commercially minded and hands-on Client Services Manager to lead a team supporting self-employed clients with their tax obligations. This role combines operational leadership, client relationship management, and a strong understanding of tax regulation to drive excellent service and commercial performance.
Key Responsibilities
- Own and deliver key performance indicators including client retention, upsell rates, revenue per client, and overall team performance.
- Foster a sales-focused, client-first culture within the service team.
- Collaborate with other internal departments to ensure smooth client onboarding and seamless service delivery.
- Contribute to wider business initiatives, including pricing strategy, commercial reporting, and process improvements.
- Oversee the accurate and timely submission of client tax returns in compliance with HMRC legislation.
- Drive continuous improvement in operational processes, team efficiency, and servicedelivery.
- Provide regular reports and data analyses to support senior leadership decision-making.
- Coach and develop team members, conducting regular 1:1s, setting clear goals, and addressing performance proactively.
- Champion a collaborative and high-performing team culture with clear accountability.
- Conduct internal audits of self-assessment returns to ensure accuracy and compliance.
Essential Skills
- Minimum 2 years of experience in an accounting or tax environment, including team management.
- Strong understanding of UK tax legislation and self-assessment processes.
- Demonstrated experience in a commercial, client-facing setting.
- Confident in leading teams in fast-paced, results-driven environments.
- Strong coaching, communication, and problem-solving skills.
- Highly organised with the ability to prioritise and meet deadlines.
- Familiarity with KPIs, performance metrics, and upselling strategies.
- Experience using Practice Management Software.
Benefits
- 25 days holiday + bank holidays
- Pension plan
- Professional study support
- Healthcare cash plan
- Employee perks platform
- Cycle to work scheme
#J-18808-Ljbffr
Client Services Manager employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client-first approach and think of examples from your past experience that showcase your ability to foster strong client relationships and drive team performance.
✨Tip Number 3
Show off your skills! During interviews, be ready to discuss your understanding of UK tax legislation and how you've successfully managed teams in fast-paced environments. Use specific metrics to highlight your achievements in client retention and upselling.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your application in the best light possible.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Services Manager role. Highlight your experience in managing teams and your understanding of UK tax legislation. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client services and how you can foster a client-first culture. Let us know why you're the perfect fit for our team at StudySmarter.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to meet KPIs and drive performance. We love numbers, so if you’ve improved client retention or upsell rates, shout about it!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. We can't wait to hear from you!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Tax Stuff
Make sure you brush up on UK tax legislation and self-assessment processes. Being able to discuss these confidently will show that you’re not just a people person, but also someone who understands the technical side of the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you fostered a client-first culture or improved team performance. This will demonstrate your capability to manage and motivate a team effectively.
✨Be Data-Driven
Familiarise yourself with key performance indicators (KPIs) relevant to client services. Be ready to discuss how you’ve used data to drive decisions and improve service delivery in previous roles. This shows you’re results-oriented and understand the commercial aspect of the job.
✨Practice Your Coaching Approach
Think about your coaching style and how you’ve developed team members in the past. Be prepared to share specific examples of 1:1s you’ve conducted and how you’ve addressed performance issues. This will highlight your commitment to team growth and accountability.
