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For Companies At a Glance
- Tasks: Lead a diverse portfolio of SME clients, managing compliance, accounting, and tax services.
- Company: Join a dynamic firm dedicated to supporting entrepreneurs and SMEs across the UK.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: This role offers a chance to make a real impact while working closely with clients and teams.
- Qualifications: Experience in accounting and client management is essential; leadership skills are a plus.
- Other info: This is a senior, client-facing role with a blend of service delivery and business development.
TPF Recruitment is proud to partner with a dynamic, advisory-focused accounting and financial services firm renowned for its dedication to supporting entrepreneurs and SME leaders across the UK. With a blended onshore and offshore team, the firm delivers enterprise-grade advisory and compliance services tailored to SMEs. Their core services include compliance and tax, Finance Function Advisory, Corporate Finance, and Tax Advisory.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
As a Senior Client Manager within the General Practice division, you will take ownership of a diverse portfolio of SME clients. Your role will involve leading on compliance, accounting, and tax services, nurturing client relationships, and ensuring the profitability of your portfolio. You’ll work closely with cross-functional teams to deliver strategic advice and exceptional service to clients. This is a senior, client-facing role with a balance of service delivery, client management, and business development responsibilities.
Key Responsibilities:
1. Service Delivery & Team Management:
Lead the preparation and review of financial statements in compliance with regulatory standards, provide actionable financial analysis, and oversee tax submissions and audits. Manage a team of accountants, ensuring high-quality outputs, optimised workflows, and continuous development. Drive internal process improvements and deliver tailored financial solutions to address client challenges.
2. Client Management:
Act as the primary point of contact for a portfolio of clients, ensuring smooth engagement delivery, addressing issues promptly, and managing fees, billing, and debtor matters effectively.
3. Business Development:
Identify growth opportunities within existing client relationships, collaborate with specialists to deliver integrated services, and contribute to business development efforts, including proposals and pitches.
Requirements
Accounting qualification: ACCA, ACA.
Expertise in UK GAAP, IFRS, VAT, and corporation tax.
Proficiency in accounting software (e.g., Xero, Sage).
Advanced Excel and Google Sheets skills.
Strong analytical and communication skills.
3+ years of post-qualification experience in a practice setting.
Experience managing SME or entrepreneur-led business clients.
Proven track record in managing client relationships within professional services.
Benefits
£55,000+ dependent on experience and background, negotiable.
Pension Scheme: Secure contributions to your pension.
Private Medical Insurance: Comprehensive coverage via Vitality.
Life Insurance: Peace of mind with Aviva cover.
Vision Care: Support for vision-related expenses.
Holiday Allowance: Generous leave, including Christmas office closure.
Team Events: Regular opportunities to network and collaborate.
Professional Development: Access to CPD and training programs to support career growth.
Please contact Mark Sitton on (phone number removed), , or via for a confidential conversation.
Refer a friend…
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we\’d love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply)
Senior Client Manager (Route to Director) employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Manager (Route to Director)
✨Tip Number 1
Make sure to showcase your experience in managing diverse client portfolios. Highlight specific examples where you've successfully led compliance and tax services for SMEs, as this will resonate with the firm's focus on supporting entrepreneurs.
✨Tip Number 2
Demonstrate your ability to nurture client relationships by sharing stories of how you've built trust and delivered exceptional service. This role is client-facing, so showing your interpersonal skills is crucial.
✨Tip Number 3
Emphasize your leadership experience, particularly in managing teams and driving internal process improvements. The firm values high-quality outputs and optimized workflows, so any relevant achievements in these areas will be beneficial.
✨Tip Number 4
Familiarize yourself with the latest trends in financial advisory and compliance services. Being knowledgeable about current industry challenges and solutions will help you stand out as a candidate who can deliver tailored financial solutions.
We think you need these skills to ace Senior Client Manager (Route to Director)
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of the Senior Client Manager position. Tailor your application to highlight relevant experience in compliance, accounting, and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with SMEs, particularly in delivering advisory and compliance services. Use specific examples that demonstrate your ability to manage client relationships and lead teams effectively.
Showcase Leadership Skills: Since this role involves team management, make sure to showcase your leadership skills. Discuss any previous experiences where you led a team, improved processes, or delivered exceptional service to clients.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also conveys your passion for supporting entrepreneurs and SMEs. Explain why you are interested in this firm and how you can contribute to their mission.
How to prepare for a job interview at TPF Recruitment
✨Showcase Your Client Management Skills
Since this role is heavily focused on client relationships, be prepared to discuss your experience in managing diverse client portfolios. Highlight specific examples where you successfully nurtured client relationships and delivered exceptional service.
✨Demonstrate Your Technical Expertise
You’ll need to lead on compliance, accounting, and tax services. Make sure to brush up on relevant regulations and standards. Be ready to discuss how you've applied your technical knowledge in previous roles to solve complex financial issues.
✨Highlight Leadership Experience
As a Senior Client Manager, you'll manage a team of accountants. Share your leadership style and provide examples of how you've developed team members and improved workflows. Discuss any process improvements you've implemented in past positions.
✨Prepare for Business Development Questions
This role involves business development responsibilities. Think about how you've contributed to growing a client base or enhancing service offerings in previous roles. Be ready to share strategies that worked for you and how you can apply them in this new position.
