Daventry
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. • 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, • 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, • 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, • 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, • 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, • 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, • 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, • 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, • 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, • Strong experience within an accountancy practice environment, • Proven experience managing a client portfolio, • Strong knowledge of accounts preparation, tax compliance, and planning, • Experience in business development and client acquisition, • Exposure to advisory-led client work, • Sector specialism (if applicable), • 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, • 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, • 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 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 • Annual discretionary bonus, • 22 +8 days annual leave (Inc. bank hols & increasing with service), • Option to buy additional holiday days, • Birthday off, • Contributory pension, • Group Life cover (death in service), • Subsidised gym membership, • Fully funded professional training, • Free parking at all sites 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 #J-18808-Ljbffr