Client Manager

Overview

In this role you will manage a varied SME/owner-managed client portfolio within an independent Merseyside practice, delivering high-quality accounting and advisory support. You will be the main client contact, nurture relationships, and provide commercial guidance to drive service excellence. You’ll mentor junior staff and support partners with workflow and business development, contributing to the firm’s growth and client-centric culture. This is a chance to shape valuable client outcomes in a collaborative, growth-focused firm.

Pay / Benefits

• Competitive salary and benefits package
• Flexible and hybrid working options
• Clear progression opportunities
• Ongoing professional development and training
• Supportive and collaborative working environment
• Diverse client exposure across industries

Responsibilities

• Manage a portfolio of SME and owner-managed clients
• Review statutory accounts prepared by junior team members
• Oversee completion of corporation tax returns and management accounts
• Act as primary contact for client queries and business advice
• Build and develop lasting client relationships
• Support partners with workflow management and business development
• Mentor and develop junior staff members

Key requirements

• ACA / ACCA qualified, part-qualified or qualified by experience
• Experience in an accountancy practice environment
• Strong knowledge of statutory accounts and corporation tax
• Excellent communication and client relationship management skills
• Experience managing a portfolio of clients
• Proactive and commercially focused approach
• Excellent communication
• Client relationship management
• Proactive, commercially focused mindset
• Statutory accounts
• Corporation tax
• Management accounts

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