Client Manager

Location: Stratford-upon-Avon

Working Arrangement: Hybrid Working Available (Minimum 3 Days Office-Based)

Package: £38,000 - £50,000 dependent on experience

Overview

An established accountancy practice is seeking a dynamic Client Manager to join a collaborative team of 14 in their Stratford-upon-Avon office. This position would suit a motivated individual who has gained solid experience as a Semi-Senior advising owner-managed businesses (small & micro limited companies, sole traders, and partnerships) on accounts and tax matters, now looking to step up into a Senior / Client Manager role.

Working alongside Senior Managers and Partners, this role involves managing client relationships, completing and reviewing technical work, and mentoring junior colleagues. Complex tax issues are handled by a dedicated Senior Tax Manager, making this ideal for someone confident in handling core business advice, basic personal tax, and profit extraction.

Job Responsibilities

• Client Management: Act as a key point of contact for clients, holding face-to-face meetings and handling routine queries regarding accounts, tax matters, and profit extraction.
• Technical Review & Delivery: Hands-on preparation and thorough review of accounts (including FRS 102 1a) and tax work completed by junior team members before submission to Senior Managers and Partners.
• Team Mentorship: Provide ongoing support, guidance, and technical assistance to junior accounts, bookkeeping, and tax staff in the office.
• Cross-Service Collaboration: Work closely with colleagues across bookkeeping, VAT, management accounts, personal/business tax, company secretarial, and payroll functions.
• Business Advisory: Advise owner-managed businesses, sole traders, and limited company directors on basic personal tax affairs, Capital Gains Tax (CGT), and day-to-day accounting matters.