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Client Manager

Posted: 20/04/26
Recruiter:Trinity Resource Solutions
Reference:3099632308
Type:Permanent
Salary:£50,000 - £60,000 Annual
Location:London
Description: About the Role We are seeking an experienced and commercially minded Client Manager to join a growing accountancy practice. This is a key role responsible for managing a portfolio of clients, delivering high-quality service, and supporting the wider team in maintaining excellent standards.
You will act as a trusted advisor to clients, ensuring compliance work is delivered efficiently while identifying opportunities to add value through proactive advice.
Key Responsibilities Client Management & Delivery
  • Manage a portfolio of clients, acting as the primary point of contact
  • Prepare and review year-end accounts and compliance work, ensuring accuracy and timely delivery
  • Lead client meetings and calls, clearly explaining financial information and offering practical insights
  • Build strong client relationships, maintaining a professional and solutions-focused approach
  • Handle client queries efficiently and proactively
Advisory & Commercial Support
  • Identify opportunities for tax planning and business advisory services
  • Support onboarding of new clients, including information gathering and setting expectations
  • Work collaboratively with internal teams, including an outsourced team overseas
Technical & Systems
  • Work confidently with TaxCalc for accounts and tax compliance
  • Maintain accurate, well-organised client records
  • Use cloud bookkeeping software and adapt to new technologies where required
About You Essential Skills & Experience
  • ACA or ACCA qualified with a minimum of 5 years experience
  • Proven background in a UK accountancy practice managing client portfolios
  • Strong knowledge of accounts and compliance for SMEs and owner-managed businesses
  • Excellent communication skills, with the ability to explain complex information clearly
  • Highly organised, detail-oriented, and able to manage multiple deadlines
Technical Skills
  • Experience using TaxCalc (or the ability to become proficient quickly)
  • Comfortable working with cloud-based accounting systems
What s on Offer
  • Competitive salary based on experience
  • Pension scheme
  • Holiday allowance plus bank holidays
  • Supportive and collaborative team environment
  • Opportunity to take ownership of a client portfolio and develop advisory skills
Equal Opportunities This organisation is an equal opportunities employer. Employment is subject to the right to work in the UK and satisfactory references.

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