Client Manager

Job Description Role OverviewThe 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 ResponsibilitiesManage 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 firms 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 DutiesManage 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 ExperiencePrevious 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.

Created: 2026-01-14