Client Manager

  • Job Reference: 1277
  • Date Posted: 21 May 2024
  • Recruiter: ProTalent Limited
  • Location: Woking
  • Salary: On Application
  • Sector: General Practice
  • Job Type: Permanent
  • Contact: Ryan Tresidder

Job Description

We are delighted to partner with a reputable medium-sized UK accountancy practice situated in the thriving town of Woking. Renowned for their commitment to client satisfaction and professional growth, our client is seeking a dedicated and experienced Client Manager to join their team. This role presents a unique opportunity to lead client relationships and contribute to the ongoing success of the practice.

Role Overview: As a Client Manager, you will take on a crucial role in overseeing client relationships and delivering tailored accounting and financial solutions. Your responsibilities will encompass managing a portfolio of clients, providing expert guidance, and ensuring the highest level of client service. This position offers the chance to lead, mentor, and collaborate while contributing to the growth of the practice.

Key Responsibilities:

  • Manage a diverse portfolio of clients, serving as the primary point of contact for their accounting and financial needs.
  • Build and nurture strong client relationships, gaining an in-depth understanding of their business operations and goals.
  • Provide expert guidance on accounting, tax, and financial planning to address clients' unique requirements.
  • Oversee the preparation and review of financial statements, tax returns, and other relevant reports.
  • Collaborate effectively with cross-functional teams to ensure comprehensive service delivery.
  • Stay informed about changes in accounting regulations and tax laws to provide relevant insights to clients.
  • Lead and mentor junior team members, providing guidance, training, and fostering growth.
  • Identify opportunities for business development and expansion of services within the client base.
  • Maintain accurate and organized client records and documentation.

Qualifications and Skills:

  • ACA, ACCA, or equivalent qualification.
  • Substantial experience (X+ years) in a client-facing role within an accountancy practice.
  • Strong knowledge of accounting principles, tax regulations, and financial reporting standards.
  • Excellent communication and interpersonal skills for effective client interactions.
  • Leadership qualities with the ability to guide and motivate team members.
  • Proficiency in accounting software, Microsoft Office Suite, and other relevant tools.
  • Analytical mindset with attention to detail and a commitment to delivering quality work.
  • Proactive approach to problem-solving and a passion for continuous improvement.


  • Competitive salary and opportunities for career progression.
  • Comprehensive benefits package, including healthcare and professional development support.
  • Collaborative and inclusive work environment that values innovation and growth.
  • Exposure to diverse clients and industries, enhancing your skill set.
  • Convenient location in Woking with accessible transport links.