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- Tasks: Manage client portfolios and oversee accounts while supporting team development.
- Company: Independent, forward-thinking accountancy practice in Richmond.
- Benefits: Competitive salary, hybrid working, and clear progression to Practice Manager.
- Other info: Exciting career growth opportunities with a friendly work environment.
- Why this job: Join a supportive team and make a real impact in client management.
- Qualifications: Experience in UK accountancy, strong communication skills, and ACA/ACCA qualified preferred.
The predicted salary is between 40000 - 50000 £ per year.
Job Opportunity: Client Manager (Progression to Practice Manager)
Location: Richmond
Employment Type: Permanent, Full Time
Working Pattern: Hybrid working 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.
- 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
For a confidential conversation about this opportunity, or other accountancy practice opportunities, please reach out to Kourtney Luckett on 01483 900 940, or via Kourtney Luckett LinkedIn for a confidential conversation.
Refer a Friend... We’re keen to remain the leading provider of top accountancy talent in the South East. To do this, we’re always looking to expand our network, and we know that great candidates like you can help us connect with other brilliant professionals. If your friends, family or colleagues are considering a new opportunity and have relevant experience in accountancy or tax, we’d love to speak with them. As a thank you, for every candidate you refer who we successfully place in a permanent role, we will give you £200 in Love2Shop vouchers. (Terms & Conditions apply)
Client Manager - Accountancy Practice in London 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 London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accountancy field. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client management and team supervision. We recommend doing mock interviews with friends or mentors to build your confidence. Remember, showing your personality and passion for the role can really set you apart!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, focus on specific achievements in managing client portfolios or improving team efficiency. We want to see how you’ve made a difference in previous roles, so come prepared with those success stories!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team. So, take that leap and submit your application today!
We think you need these skills to ace Client Manager - Accountancy Practice in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client management experience and any relevant qualifications like ACA or ACCA. We want to see how you fit into our vision!
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 your achievements in accountancy and how they align with our needs.
Showcase Your Communication Skills: Since this role involves client interaction, make sure your application demonstrates your excellent communication skills. Whether it's through your writing style or examples of past client meetings, we want to see how you connect with others.
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 keen on joining our team!
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 experience in giving constructive feedback and how you’ve contributed to team development during the interview.
✨Communicate Clearly
Excellent communication skills are crucial for this position. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to handle client queries professionally and solutions-focused, as this will be key in your day-to-day responsibilities.
✨Prepare for Progression
The role offers a clear pathway to becoming a Practice Manager. Familiarise yourself with the operational responsibilities that come with this progression. Be ready to discuss your long-term career goals and how you envision taking on wider operational responsibilities within the firm.