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- Tasks: Manage your own client portfolio and lead meetings with minimal oversight.
- Company: Established accountancy practice that values its people and supports progression.
- Benefits: Hybrid working, flexible hours, and opportunities for professional growth.
- Other info: Join a dynamic team with excellent career development opportunities.
- Why this job: Take ownership of client relationships and make a real impact in a supportive environment.
- Qualifications: ACA/ACCA qualified with strong experience in accountancy and client management.
The predicted salary is between 45000 - 55000 £ per year.
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 role within an established accountancy practice, taking ownership of your clients while supporting and developing a wider team. You will 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 as Client Manager:
- Managing your own portfolio with minimal Partner oversight
- Acting as the main point of contact
- Leading 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
What we are looking for in a Client Manager:
- 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 relationships
- Strong organisational and workflow management skills
- Excellent communication and interpersonal abilities
- Commercial awareness and a proactive approach
This is a full-time, permanent role, offering hybrid (1 day per week from home) and flexible working.
Client Manager employer: TEAM
Contact Detail:
TEAM 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 and let them know you're on the lookout for a Client Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios you might face as a Client Manager. Think about how you can showcase your experience managing client portfolios and leading teams – it’s all about demonstrating your value!
✨Tip Number 3
Don’t forget to research the company culture of where you’re applying. Understanding their values and how they support their team can help you tailor your approach and show that you’re a perfect fit for their environment.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. 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 experiences that match the Client Manager role. Highlight your qualifications, especially your ACA/ACCA status, and any relevant experience managing client portfolios.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've successfully managed client relationships and delivered results in previous positions.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application is clear and concise. Use professional language but let your personality shine through to show us who you are.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to upload your CV there!
How to prepare for a job interview at TEAM
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with your own client portfolio. Be ready to discuss specific clients you've managed, the challenges you've faced, and how you've added value. This shows that you can take ownership and are proactive in your approach.
✨Brush Up on Technical Knowledge
Since this role involves reviewing accounts and tax returns, ensure you're up-to-date with the latest regulations and best practices. Prepare to discuss recent changes in tax compliance or accounting standards, as this will demonstrate your expertise and commitment to the field.
✨Showcase Your Communication Skills
As a Client Manager, strong communication is key. Think of examples where you've successfully managed client relationships or led meetings. Practise articulating these experiences clearly, as it will highlight your interpersonal abilities and confidence in front of senior stakeholders.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm’s culture, team dynamics, and opportunities for progression. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.