Role Overview

The Client Manager is responsible for managing and developing a portfolio of clients, delivering high-quality accountancy and advisory services, and building long-term client relationships. The role contributes to business growth by ensuring excellent client service, identifying commercial opportunities, and delivering work efficiently within agreed budgets and deadlines.

Key Responsibilities

• Manage and develop strong, long-term relationships with a portfolio of clients.
• Deliver high-quality compliance and advisory services in line with professional standards and client expectations.
• Identify opportunities to provide additional services to existing clients and contribute to business development activities.
• Ensure all work is completed accurately, efficiently, and within agreed timescales and budgets.
• Maintain a proactive approach to client service, addressing queries and issues promptly and professionally.
• Work collaboratively with colleagues and senior management to support the firm’s objectives and business plans.
• Contribute to the development and improvement of internal systems, processes, and best practices.
• Maintain up-to-date knowledge of relevant legislation, regulations, and industry developments.
• Use accounting and reporting software effectively to analyse financial information and support client decision-making.
• Demonstrate strong communication and interpersonal skills when dealing with clients and internal stakeholders.

Key Duties

• Manage a portfolio of clients, acting as a primary point of contact and ensuring regular communication.
• Prepare, review, and finalise statutory accounts and supporting documentation in accordance with agreed deadlines and budgets.
• Prepare business and personal tax computations for review.
• Prepare, review, or oversee the preparation and submission of VAT returns.
• Maintain or oversee the maintenance of clients’ accounting records and management information.
• Prepare periodic management accounts and performance reports (monthly, quarterly, or half-yearly) where required.
• Provide clients with practical advice to improve profitability, cash flow, and overall financial performance.
• Identify and escalate any issues that may impact delivery timescales or budgets.
• Resolve client queries prior to final review and client meetings.
• Attend meetings with clients, both remotely and at client premises, as required.
• Support and contribute to ad-hoc projects and assignments.
• Carry out other reasonable duties as required in line with the needs of the business.

Skills and Experience

• Previous experience in a client-facing role within accountancy or professional services.
• Strong technical knowledge of accounts preparation, taxation, and compliance requirements.
• Commercially aware, with the ability to identify opportunities to add value to clients.
• Confident using accounting and reporting software and Microsoft Office applications.
• Strong organisational skills with the ability to manage multiple deadlines.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively as part of a team.