Client Manager

Client Manager - Accountancy Practice

South Oxfordshire

Permanent

Overview

We are a growing and well-established accountancy practice seeking an experienced Client Manager to support our leadership team and manage a varied portfolio of clients. With an upcoming retirement and continued organic growth through referrals, this is a key hire to strengthen our client service offering.You will take ownership of a mixed portfolio and play an integral role in supporting directors, managing client relationships, and contributing to the continued success of the firm.

The Role

This is a hands-on Client Manager position where you will:

• Manage your own portfolio of clients, acting as the main point of contact
• Support the Directors, particularly in maintaining and developing client relationships
• Assist with portfolio transitions following upcoming structural changes in the team
• Provide support on technical matters, including exposure to trust work (with specialist support available)
• Ensure high-quality delivery across accounts, tax, and advisory services
• You will be stepping into an existing client base and gradually building your involvement, with scope to grow your responsibilities over time.

Key Responsibilities

• Manage compliance and advisory services across a mixed client base
• Review accounts and tax work prepared by junior staff where required
• Maintain strong client relationships and act as a trusted advisor
• Support workflow planning and client allocation across the team
• Assist with onboarding and transitioning clients during internal changes
• Contribute to continuous improvement of internal systems and processes

About the Firm

• 3 Directors (including 1 Non-Equity Director)
• Team of 14 employees, including:
• 5 ACCA qualified staff
• 2 AAT trainees
• Bookkeeping, payroll, and admin support staff
• Established client base with strong growth through referrals
• Flexible and supportive working environment
• Mix of digital and paper-based systems

Working Arrangements

• Office hours: 8:45am - 5:00pm (1-hour lunch)
• Flexible working options available:
• Full-time or reduced hours (e.g. 30-hour weeks)
• Options for 4 or 5 shorter days
• Parking available onsite

Requirements

• ACA / ACCA qualified (or equivalent experience)
• Previous experience managing a client portfolio within an accountancy practice
• Strong knowledge of accounts and tax (trust tax knowledge beneficial but not essential)
• Confident communicator with strong relationship management skills
• Ability to manage workload independently and support junior team members

Progression & Development

• Clear progression opportunities within a growing firm
• Support toward Practising Certificate if required
• Long-term pathway with potential discussion around equity
• Opportunity to take on increasing responsibility as the firm evolves

Benefits

• 25-30 days holiday (5-6 weeks depending on experience)
• Supportive and long-standing team environment
• Career progression opportunities
• Parking available

Recruitment Process

• Single-stage interview process (flexible format)
• Typically meeting with 1-2 Directors and HR
• Process designed to be efficient and accommodating

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)