At a Glance
- Tasks: Manage a diverse client portfolio and deliver high-quality accountancy services.
- Company: Reputable accountancy practice in Newcastle-under-Lyme with a supportive culture.
- Benefits: Competitive salary, flexible working, holiday buy/sell scheme, and ongoing professional training.
- Other info: Enjoy a friendly workplace with excellent career progression opportunities.
- Why this job: Join a respected firm and build long-term client relationships while advancing your career.
- Qualifications: Qualified by experience or ACA/ACCA qualified with a strong accountancy background.
The predicted salary is between 45000 - 50000 £ per year.
We are working with a well-established and highly regarded accountancy practice in Newcastle-under-Lyme that is seeking an experienced Client Manager to take responsibility for an existing and diverse client portfolio. This is an excellent opportunity for a practice-trained professional who is qualified by experience or ACA/ACCA qualified and looking to progress within a stable, supportive firm.
The role focuses on managing and developing long-standing client relationships, rather than new business generation, with clear scope for career progression and ongoing professional development.
The role
As Client Manager, you will be responsible for managing an established portfolio of clients, including sole traders, partnerships and limited companies. You will act as a key point of contact, ensuring a proactive and high-quality service across accounts preparation, taxation and general practice matters. Working closely with Directors and the wider team, you will help ensure client needs are met efficiently while supporting the development of junior team members.
Key responsibilities
- Managing a varied portfolio of existing clients, tailoring services to individual needs
- Working closely with Directors and managers to deliver a proactive, high-quality service
- Building and maintaining strong, long-term client relationships
- Preparing accounts for sole traders, partnerships and limited companies
- Reviewing accounts prepared by trainees and providing constructive feedback and mentoring
- Preparing personal and corporate tax returns and undertaking basic tax planning work
- Managing workload and deadlines, coordinating with other managers to allocate resources effectively
- Identifying opportunities to enhance services within existing client relationships
- Reporting to Team Leaders and Directors as required
About you
- Qualified by experience or ACA/ACCA qualified, with a strong background in accountancy practice
- Broad experience across accounts, tax and general practice services
- Client-focused with a commitment to delivering high standards of service
- Strong interpersonal and communication skills
- Commercially aware with excellent organisation and time management abilities
What's on offer
- Competitive salary up to £50,000 depending on experience
- Flexible working arrangements, including home working after a qualifying period
- Holiday buy and sell scheme
- Monthly team appreciation treats and annual social events
- Friendly, collaborative workplace culture
- Fully funded CPD and ongoing professional training
- Cycle-to-work scheme
- Flexible core hours of 10:00–16:00, with the option to reduce to 10:00–15:00 one day per week and start as early as 08:00
If you are looking to take the next step in your practice career within a respected firm that offers a supportive culture, established client relationships and clear progression opportunities, this is a role worth considering.
Client Manager employer: SMarter Recruitment
Join a well-established accountancy practice in Newcastle-under-Lyme that prioritises employee growth and a supportive work culture. With competitive salaries, flexible working arrangements, and a commitment to ongoing professional development, this firm offers a collaborative environment where you can thrive while managing long-standing client relationships. Enjoy unique benefits like a holiday buy and sell scheme and monthly team appreciation treats, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SMarter Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SMarter Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SMarter Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SMarter Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SMarter Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SMarter Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SMarter Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
