Client Manager

We are working with a well-established and growing accountancy practice that is looking to appoint a Client Manager to join their team.

This is a flexible opportunity, with the role based in either Bideford or Launceston, along with some travel between offices, particularly during the initial onboarding period.

This position would suit:

• An experienced Client Manager looking to take on a varied and established portfolio, or
• A Senior/Semi-Senior Accountant ready to step up into a management role, with strong support and development in place

The Role
As Client Manager, you will be responsible for managing your own client portfolio while supporting the wider team. Responsibilities will include:

• Managing a diverse portfolio of clients across multiple sectors
• Preparation, review, and sign-off of statutory accounts
• Managing corporate and personal tax matters
• Leading client meetings, including year-end reviews and advisory discussions
• Providing proactive commercial and tax advice
• Supporting and mentoring junior team members
• Building and maintaining strong client relationships

Client Portfolio
The firm supports a wide-ranging client base, with exposure across multiple industries.

Portfolio structure will vary depending on experience:

• Experienced hires: Ready-made portfolio to take ownership of
• Step-up candidates: Initially supporting a larger portfolio alongside a senior colleague, with a clear pathway to managing your own portfolio

Systems
The firm utilises a range of modern systems, including:

• IRIS (accounts production)
• Xero & QuickBooks Online (cloud accounting)
• Exposure to various client-specific platforms

Requirements

• ACA / ACCA qualified or qualified by experience
• Proven background within accountancy practice
• Strong technical knowledge across accounts preparation, corporate tax, and personal tax
• Confident communicator with strong client-facing skills
• Ability to manage deadlines and prioritise workload

Applications are also encouraged from:

• Part-qualified candidates
• Individuals seeking their first move into a Client Manager role

Training & Development
The firm is committed to supporting career development and offers:

• Full onboarding and training
• Ongoing mentoring and support
• Clear progression opportunities

Additional Information

• No relocation package offered, but relocation candidates are welcome
• Flexible start date depending on notice period
• Some travel between offices required