Client Manager in Birmingham

Trevor James is delighted to be partnering with a progressive and growing accountancy practice in Worcestershire to recruit a Client Manager. This is an excellent opportunity to join a modern firm that combines technical excellence with a genuine focus on employee wellbeing, career development, and work-life balance. The business has ambitious growth plans and prides itself on building long-term relationships with both clients and staff.

The successful candidate will manage a portfolio of owner-managed businesses, provide proactive business and tax advice, and play a key role in leading and developing a team.

The Role

As Client Manager, you will be responsible for managing a varied portfolio of clients while ensuring exceptional service delivery and identifying opportunities to add value.

• Client Management
• Managing a portfolio of SME and owner-managed business clients.
• Building strong, long-term client relationships through regular communication and meetings.
• Acting as the primary point of contact for client queries.
• Providing proactive accounting, tax, and business advisory support.
• Managing HMRC correspondence and investigations where required.
• Reviewing and managing client fee structures.
• Team Leadership
• Leading, mentoring, and developing junior team members.
• Conducting regular one-to-ones and performance reviews.
• Delegating work effectively and supporting team development.
• Creating a positive and collaborative working culture.
• Advisory & Business Development
• Identifying opportunities to provide additional services and solutions to clients.
• Supporting business growth through networking and relationship building.
• Contributing to client communications, marketing initiatives, and thought leadership content.
• Working closely with leadership to achieve business objectives and growth targets.
• Technical & Compliance
• Reviewing accounts, tax returns, and associated compliance work.
• Ensuring work is completed accurately and within deadlines.
• Keeping up to date with changes in legislation, tax, and accounting standards.
• Supporting continuous improvement initiatives across the practice.

About You

The ideal candidate will possess:

• ACA / ACCA qualified (or equivalent) preferred.
• Previous experience in a client-facing role within accountancy practice.
• Strong knowledge of accounts, tax, and general practice services.
• Experience managing a client portfolio.
• Proven leadership and team management skills.
• Excellent communication and relationship-building abilities.
• Commercial awareness and a proactive approach to identifying opportunities.
• Experience with cloud accounting software such as Xero, Sage, and QuickBooks.

What’s on Offer?

This firm genuinely invests in its people and offers a highly competitive package including:

• Hybrid and flexible working arrangements.
• 25 days annual leave plus bank holidays.
• Additional holiday entitlement based on length of service.
• Firm-wide profit share scheme.
• Comprehensive employee benefits portal with discounts and perks.
• Wellbeing support and Employee Assistance Programme.
• Free financial coaching and mortgage advice.
• Structured learning and development programmes.
• Clear career progression opportunities.
• Regular team social events and family-inclusive events.
• Access to modern cloud-based accounting technology.
• Supportive and collaborative working environment.

Why Apply?

This is an opportunity to join a growing and ambitious practice where employees are genuinely valued. The firm offers the flexibility of hybrid working, a strong benefits package, and a culture focused on personal development, making it an excellent environment for someone looking to build a long-term career in practice.

For further information, please contact Trevor James for a confidential discussion.