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- Tasks: Manage your own client portfolio and lead client meetings with minimal oversight.
- Company: Established accountancy practice that values its people and supports progression.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Dynamic team environment with opportunities for growth and development.
- Why this job: Take ownership of your clients and build strong relationships while advancing your career.
- Qualifications: ACA/ACCA qualified with experience in managing client portfolios.
The predicted salary is between 45000 - 60000 £ per year.
£45,000 – £60,000 (depending on experience) Northamptonshire | Hybrid – (1 day wfh after probation and flexible working on offer)
Are you a fully qualified Client Manager looking to join a firm that values its people, offers real ownership of your client portfolio, and supports your ongoing progression? This is an opportunity to step into a Client Manager role within an established accountancy practice, taking ownership of your clients while supporting and developing a wider team. You’ll be working with experienced colleagues across accounts and tax, with regular exposure to senior stakeholders and the chance to build strong client relationships.
Key Responsibilities- Managing your own portfolio of clients with minimal Partner oversight
- Acting as the main point of contact for clients
- Leading client meetings, including onboarding and review meetings
- Reviewing statutory accounts and financial statements
- Reviewing corporate and personal tax returns
- Supporting routine tax planning work
- Ensuring all work is delivered accurately and within deadlines
- Managing workflow across your portfolio and overseeing team delivery
- Delegating and reviewing work to support junior team members
- Identifying opportunities for additional work with existing clients
- Providing commercially focused support to clients
- ACA / ACCA qualified (or equivalent)
- Strong experience within an accountancy practice
- Proven experience managing a client portfolio
- Strong knowledge of accounts preparation and tax compliance
- Confident reviewing work and managing client relationships
- Strong organisational and workflow management skills
- Excellent communication and interpersonal abilities
- Commercial awareness and a proactive approach
If you’re ready for a role that offers real ownership and clear progression, we’d love to hear from you.
Client Manager employer: Optimum TA Ltd
Contact Detail:
Optimum TA Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. The more people you know, the better your chances of landing that Client Manager role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client management. We recommend role-playing with a friend or using mock interview platforms to boost your confidence.
✨Tip Number 3
Showcase your expertise! Bring examples of your past work, especially those that highlight your ability to manage client portfolios and lead meetings. This will help you stand out as a strong candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your ACA/ACCA status, and any relevant client management experience. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Manager role. Share specific examples of how you've successfully managed client portfolios and built strong relationships in the past.
Showcase Your Communication Skills: Since this role involves leading client meetings and managing relationships, make sure your written application showcases your excellent communication skills. Keep your language clear and professional, but don’t be afraid to let your personality shine through!
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’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Optimum TA Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around accounts preparation and tax compliance. Be ready to discuss your experience managing a client portfolio and how you've successfully navigated client relationships in the past.
✨Showcase Your Communication Skills
As a Client Manager, you'll be the main point of contact for clients. Practice articulating your thoughts clearly and confidently. Think about examples where you've led client meetings or resolved issues effectively, as these will demonstrate your interpersonal abilities.
✨Demonstrate Your Organisational Skills
Prepare to talk about how you manage your workflow and oversee team delivery. Have specific examples ready that showcase your ability to delegate tasks and support junior team members while ensuring deadlines are met.
✨Be Proactive and Commercially Aware
Think about ways you've identified opportunities for additional work with existing clients. Show that you understand the business side of things and can provide commercially focused support, which is crucial for this role.