At a Glance
- Tasks: Manage a portfolio of SME clients and provide proactive business and tax advice.
- Company: Join a progressive accountancy practice in Worcestershire focused on employee wellbeing and career development.
- Benefits: Enjoy a supportive environment with a genuine focus on work-life balance and career growth.
- Other info: The firm has ambitious growth plans and values technical excellence.
- Why this job: This role offers the chance to lead a team while building long-term client relationships.
- Qualifications: Ideal for experienced Practice Managers, Client Managers, or Senior Accountants ready for advancement.
The predicted salary is between 40000 - 50000 £ per year.
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.
Client Manager employer: Trevor James Recruitment
Trevor James partners with a modern accountancy practice in Worcestershire that prioritises employee wellbeing and career development. The firm offers a collaborative culture and is committed to building long-term relationships with clients and staff. Enjoy a supportive environment as you contribute to their ambitious growth plans.
