Client Services Manager

Client Services Manager

Salary: -40,000- -45,000

Location: Fleet

Hours: Full-time (40 hours per week)

We are seeking a commercially minded and hands-on Client Services Manager to lead a team supporting self-employed clients with their tax obligations. This role combines operational leadership, client relationship management, and a strong understanding of tax regulations to drive excellent service and commercial performance.

Key Responsibilities

Own and deliver key performance indicators including client retention, upsell rates, revenue per client, and overall team performance.

Foster a sales-focused, client-first culture within the service team.

Collaborate with other internal departments to ensure smooth client onboarding and seamless service delivery.

Contribute to wider business initiatives, including pricing strategy, commercial reporting, and process improvements.

Oversee the accurate and timely submission of client tax returns in compliance with HMRC legislation.

Drive continuous improvement in operational processes, team efficiency, and service delivery.

Provide regular reports and data analysis to support senior leadership decision-making.

Coach and develop team members, conducting regular 1:1s, setting clear goals, and addressing performance proactively.

Champion a collaborative and high-performing team culture with clear accountability.

Conduct internal audits of self-assessment returns to ensure accuracy and compliance.

Essential Skills

Minimum 2 years experience in an accounting or tax environment, including team management.

Strong understanding of UK tax legislation and self-assessment processes.

Demonstrated experience in a commercial, client-facing setting.

Confident leading teams in fast-paced, results-driven environments.

Strong coaching, communication, and problem-solving skills.

Highly organised with the ability to prioritise and meet deadlines.

Familiarity with KPIs, performance metrics, and upselling strategies.

Experience using Practice Management Software.

Benefits

25 days holiday + bank holidays

Pension plan

Professional study support

Healthcare cash plan

Employee perks platform

Cycle to work scheme