Client Manager

Client Manager - Accountancy Practice

South Oxfordshire

Permanent

Overview

We are a growing and well-established accountancy practice seeking an experienced Client Manager to support our leadership team and manage a varied portfolio of clients. With an upcoming retirement and continued organic growth through referrals, this is a key hire to strengthen our client service offering.You will take ownership of a mixed portfolio and play an integral role in supporting directors, managing client relationships, and contributing to the continued success of the firm.

The Role

This is a hands-on Client Manager position where you will:

• Manage your own portfolio of clients, acting as the main point of contact
• Support the Directors, particularly in maintaining and developing client relationships
• Assist with portfolio transitions following upcoming structural changes in the team
• Provide support on technical matters, including exposure to trust work (with specialist support available)
• Ensure high-quality delivery across accounts, tax, and advisory services
• You will be stepping into an existing client base and gradually building your involvement, with scope to grow your responsibilities over time.

Key Responsibilities

• Manage compliance and advisory services across a mixed client base
• Review accounts and tax work prepared by junior staff where required
• Maintain strong client relationships and act as a trusted advisor
• Support workflow planning and client allocation across the team
• Assist with onboarding and transitioning clients during internal changes
• Contribute to continuous improvement of internal systems and processes

About the Firm

• 3 Directors (including 1 Non-Equity Director)
• Team of 14 employees, including:
• 5 ACCA qualified staff
• 2 AAT trainees
• Bookkeeping, payroll, and admin support staff
• Established client base with strong growth through referrals
• Flexible and supportive working environment
• Mix of digital and paper-based systems

Working Arrangements

• Office hours: 8:45am - 5:00pm (1-hour lunch)
• Flexible working options available:
• Full-time or reduced hours (e.g. 30-hour weeks)
• Options for 4 or 5 shorter days
• Parking available onsite

Requirements

• ACA / ACCA qualified (or equivalent experience)
• Previous experience managing a client portfolio within an accountancy practice
• Strong knowledge of accounts and tax (trust tax knowledge beneficial but not essential)
• Confident communicator with strong relationship management skills
• Ability to manage workload independently and support junior team members

Progression & Development

• Clear progression opportunities within a growing firm
• Support toward Practising Certificate if required
• Long-term pathway with potential discussion around equity
• Opportunity to take on increasing responsibility as the firm evolves

Benefits

• 25-30 days holiday (5-6 weeks depending on experience)
• Supportive and long-standing team environment
• Career progression opportunities
• Parking available

Recruitment Process

• Single-stage interview process (flexible format)
• Typically meeting with 1-2 Directors and HR
• Process designed to be efficient and accommodating

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