Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, oversee accounts, and support team development.
- Company: Independent, forward-thinking accountancy practice in Richmond.
- Benefits: Competitive salary, hybrid work options, and professional development support.
- Other info: Supportive environment with excellent career growth opportunities.
- Why this job: Clear progression to Practice Manager with increased responsibility and impact.
- Qualifications: Experience in client management and strong technical knowledge required.
The predicted salary is between 45000 - 55000 £ per year.
Job Opportunity: Client Manager (Progression to Practice Manager)
Location: Richmond
Employment Type: Permanent, Full Time
Working Pattern: Hybrid work considered
Sector: Accountancy Practice
TPF Recruitment is delighted to be supporting an independent and forward-thinking accountancy practice based in the Richmond area, who are looking to recruit an experienced Client Manager with a clear and structured progression pathway into a Practice Manager position. This is a pivotal hire for the firm, offering long-term development, increased operational responsibility, and succession planning from the current Practice Manager.
The role will suit a commercially minded Client Manager who enjoys portfolio ownership, reviewing work, and supporting team development, and who is keen to broaden their remit beyond client delivery into practice operations and people management.
The Role
- Initially, the role will focus on client portfolio management and technical delivery, with responsibilities expanding over time to include practice management and operational oversight.
Client Management & Delivery
- Managing a portfolio of clients as the primary day-to-day point of contact
- Overseeing and preparing year-end accounts and compliance work
- Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns
- Providing clear, constructive feedback and maintaining high technical and file standards
- Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities
- Handling client queries in a professional, friendly and solutions-focused manner
- Supporting the onboarding of new clients and setting clear expectations
- Maintaining accurate, well-documented client files using modern practice software
Commercial & Workflow Responsibility
- Planning and managing workflow across your client portfolio
- Monitoring WIP, budgets and recoveries, identifying scope changes early
- Supporting billing processes and debtor management
- Contributing to improved efficiency, consistency and job flow across the practice
Team Supervision & Development
- Providing day-to-day guidance to junior team members
- Supporting training and development through coaching, reviews and feedback
- Assisting with recruitment and onboarding as required
Progression to Practice Manager
With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, which may include:
- Practice coordination, resourcing and capacity planning
- Ownership of internal processes, onboarding standards and quality control
- Supporting people processes including probation reviews, training tracking and holiday oversight
- Assisting with practice compliance processes and internal controls
- Producing operational reporting to support partner decision-making
This role offers a clear and realistic route into Practice Manager, with scope, responsibility and remuneration increasing as the position evolves.
Requirements
The Ideal Candidate
- Proven experience managing a client portfolio within a UK accountancy practice
- Strong technical knowledge across accounts and SME compliance
- Experience reviewing work and supervising junior staff
- Excellent communication skills and strong commercial awareness
- Highly organised, proactive and reliable under pressure
- Confident using cloud accounting systems and practice software
- ACA or ACCA qualified, or qualified by experience
- Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential.
Benefits
What’s on Offer
- Competitive salary, dependent on experience, with planned reviews aligned to role progression
- Clear long-term development pathway to Practice Manager
- Hybrid working options once settled
- Supportive, friendly and professional working environment
- Pension and holiday entitlement
- CPD support and paid professional subscriptions where applicable
Client Manager - Accountancy Practice in Frimley employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Accountancy Practice in Frimley
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to client management in accountancy. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise during interviews by discussing your experience with client portfolio management and team supervision. Bring examples of how you've improved processes or supported junior staff to demonstrate your value to potential employers.
✨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 are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Client Manager - Accountancy Practice in Frimley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Manager role. Highlight your experience in managing client portfolios and any relevant technical knowledge. 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 explain why you're the perfect fit for this role and how you can contribute to our team. Be sure to mention your passion for accountancy and client management.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past experiences, we want to see how you connect with clients.
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 don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at TPF Recruitment
✨Know Your Numbers
As a Client Manager, you'll be dealing with financial data daily. Brush up on your technical knowledge regarding accounts and compliance work. Be prepared to discuss specific examples of how you've managed client portfolios and delivered results in previous roles.
✨Showcase Your Leadership Skills
This role involves supervising junior staff and providing guidance. Think of instances where you've led a team or mentored someone. Highlight your ability to give constructive feedback and support team development during the interview.
✨Communicate Clearly
Excellent communication is key in this position. Practice explaining complex financial concepts in simple terms. You might be asked to demonstrate this skill during the interview, so be ready to articulate your thoughts clearly and confidently.
✨Demonstrate Commercial Awareness
The firm is looking for someone commercially minded. Research the accountancy practice's market and be prepared to discuss how you can contribute to their growth. Bring ideas on improving efficiency and workflow management to the table.