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. This position would suit an experienced Practice Manager, Client Manager, or Senior Accountant looking to take the next step in their career within a supportive and forward-thinking environment.
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.
Key responsibilities include:
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.
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