Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
About the role
- Client Manager overseeing client portfolios and compliance deliverables at an accountancy practice. Progression to Practice Manager with operational oversight and team leadership responsibilities.
Responsibilities
- Managing a portfolio of clients as the primary day-to-day point of contact
- Overseeing and preparing year-end accounts and compliance work
- Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns
- Providing clear, constructive feedback and maintaining high technical and file standards
- Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities
- Handling client queries in a professional, friendly and solutions-focused manner
- Supporting the onboarding of new clients and setting clear expectations
- Maintaining accurate, well-documented client files using modern practice software
- Planning and managing workflow across your client portfolio
- Monitoring WIP, budgets and recoveries, identifying scope changes early
- Supporting billing processes and debtor management
- Contributing to improved efficiency, consistency and job flow across the practice
- Providing day-to-day guidance to junior team members
- Supporting training and development through coaching, reviews and feedback
- Assisting with recruitment and onboarding as required
- With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, including practice coordination, resourcing and capacity planning
Requirements
- Proven experience managing a client portfolio within a UK accountancy practice
- Strong technical knowledge across accounts and SME compliance
- Experience reviewing work and supervising junior staff
- Excellent communication skills and strong commercial awareness
- Highly organised, proactive and reliable under pressure
- Confident using cloud accounting systems and practice software
- ACA or ACCA qualified, or qualified by experience
- Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential.
Benefits
- Competitive salary, dependent on experience, with planned reviews aligned to role progression
- Clear long-term development pathway to Practice Manager
- Hybrid working options once settled
- Supportive, friendly and professional working environment
- Pension and holiday entitlement
- CPD support and paid professional subscriptions where applicable
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