Client Manager

Client Manager

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Role purpose:

 The Client Manager is responsible for managing a portfolio of small to medium-sized clients, delivering high-quality compliance and advisory services with minimal Partner supervision. The role combines technical expertise, client relationship management, and team leadership, with a strong focus on efficiency, commercial awareness, and proactive client support. 

Key responsibilities:

 Client portfolio management 

• Manage a portfolio of small to medium-sized clients with minimal Partner oversight 
• Act as the primary point of contact for clients, building strong and lasting relationships 
• Manage both existing and new client relationships, ensuring high levels of service delivery 
• Lead client meetings, including onboarding meetings and periodic review meetings 
• Handle a wide range of client queries in a timely and professional manner 

Accounts & tax compliance 

• Oversee and review the preparation of statutory accounts and financial statements 
• Deal with all standard matters of accounts disclosure in line with relevant standards 
• Process and review corporate and personal tax returns 
• Support and deliver routine tax planning work for clients 
• Ensure all compliance work is completed accurately, efficiently, and within deadlines 

Planning, workflow & delivery 

• Manage own workflow and ensure work is delivered efficiently and within budget 
• Oversee workflow across the team, ensuring effective allocation of work 
• Plan and prioritise jobs to meet deadlines and client expectations 
• Contribute to internal processes and continuous improvement initiatives 
• Undertake special assignments and ad hoc project work as required 

Team leadership & development 

• Supervise and review work completed by training team members 
• Delegate work effectively to support team development and efficiency 
• Assist with training and development of junior staff, providing ongoing coaching and support 
• Communicate effectively with all colleagues 
• Contribute to performance management and development reviews where required 

Business development & networking 

• Identify opportunities to generate new business from existing and prospective clients 
• Contribute to business development activities and broader practice growth 
• Develop and maintain a strong network of professional contacts 

Commercial and financial management

• Ensure work is completed within agreed budgets and timescales 
• Achieve chargeability and recoverability targets 
• Demonstrate strong commercial awareness in managing jobs and making decisions 
• Negotiate fees with clients where appropriate and manage scope changes 
• Provide commercially focused advice to clients to support their business decisions 

Advisory and client support 

• Work proactively with clients to identify planning opportunities and areas for improvement 
• Provide practical, commercially aware advice tailored to client needs 
• Promote the firm’s ethos of adding value and supporting client success 

Technical and professional standards 

• Maintain a high level of technical knowledge appropriate to the role 
• Apply technical expertise to ensure high-quality outputs across all client work 
• Stay up to date with changes in accounting standards, tax legislation, and best practice 

Values and culture

• Always adhere to the Company values and professional standards 
• Act as a role model to others, demonstrating integrity, accountability, and a positive approach to teamwork and client service 

Person specification:

Essential

• ACA / ACCA qualified (or equivalent) 
• Strong experience within an accountancy practice environment 
• Proven experience managing a client portfolio 
• Strong knowledge of accounts preparation, tax compliance, and planning 

Desirable

• Experience in business development and client acquisition 
• Exposure to advisory-led client work 
• Sector specialism (if applicable) 

Key skills and competencies 

• Strong organisational and workflow management skills 
• Excellent communication and interpersonal abilities 
• Commercial awareness and sound decision-making 
• Leadership and team development capability 
• Proactive, solutions-focused approach 

Role expectations 

• Take ownership of client relationships and deliverables with minimal supervision 
• Operate at a higher level of responsibility, demonstrating strong technical knowledge and initiative 
• Focus predominantly on supervising, reviewing, and managing work rather than preparing it 
• Drive effective delegation and support the development team members 
• Consistently demonstrate professionalism, reliability, and commercial awareness 

Success measures 

• High levels of client satisfaction and retention 
• Delivery of work within budget and deadlines 
• Achievement of chargeability and recoverability targets 
• Quality and accuracy of compliance and advisory work 
• Contribution to overall practice efficiency and growth

What we offer:

We offer a range of benefits alongside a competitive salary and holiday package which will be discussed with you at your interview.

Job type: Full-time, permanent

Work location: Daventry

Benefits:

• 25* days+ BH FTE Annual Leave (Increasing with Service)​ with the option to buy a further 5 days leave per year
• A day off for your Birthday
• Group Life Cover (Death in Service Benefit) from day 1​
• Medical Cashback Scheme (fully funded by Cottons)
• Private Medical Insurance*​
• Annual Discretionary Bonus​ Scheme
• Flexible Working Hours*
• Contributory Pension​
• Wellbeing Support and EAP (including Mental Health First Aiders)
• Inclusive and Supportive Culture
• Subsidised Gym Membership​ (through Medical Cashback Scheme)
• Exclusive discounts, cashback, savings, and special offers from hundreds of well-known high street and online retailers via a dedicated employee reward app
• Career Growth and Development Opportunities
• Enhanced Company Sick Pay
• Fully Funded Professional Training​*
• Employee and Client Referral Bonus Scheme
• Regular Social Events​
• Free Parking at many of our office locations
• Branded clothing allowance

*Role Dependant

This job summary is intended as a guide to the duties of the post and is not exhaustive. All roles are subject to review and change to meet evolving business needs.

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