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 membersProgression & 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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