Senior Client Manager Route to Director

TPF Recruitment is proud to partner with a dynamic, advisory-focused accounting and financial services firm renowned for its dedication to supporting entrepreneurs and SME leaders across the UK. With a blended onshore and offshore team, the firm delivers enterprise-grade advisory and compliance services tailored to SMEs. Their core services include compliance and tax, Finance Function Advisory, Corporate Finance, and Tax Advisory.

As a Senior Client Manager within the General Practice division, you will take ownership of a diverse portfolio of SME clients. Your role will involve leading on compliance, accounting, and tax services, nurturing client relationships, and ensuring the profitability of your portfolio. You’ll work closely with cross-functional teams to deliver strategic advice and exceptional service to clients. This is a senior, client-facing role with a balance of service delivery, client management, and business development responsibilities.

Key Responsibilities:

1. Service Delivery & Team Management:

Lead the preparation and review of financial statements in compliance with regulatory standards, provide actionable financial analysis, and oversee tax submissions and audits. Manage a team of accountants, ensuring high-quality outputs, optimised workflows, and continuous development. Drive internal process improvements and deliver tailored financial solutions to address client challenges.

2. Client Management:

Act as the primary point of contact for a portfolio of clients, ensuring smooth engagement delivery, addressing issues promptly, and managing fees, billing, and debtor matters effectively.

3. Business Development:

Identify growth opportunities within existing client relationships, collaborate with specialists to deliver integrated services, and contribute to business development efforts, including proposals and pitches.

Accounting qualification: ACCA, ACA.

Expertise in UK GAAP, IFRS, VAT, and corporation tax.

Proficiency in accounting software (e.g., Xero, Sage).

Advanced Excel and Google Sheets skills.

Strong analytical and communication skills.

3+ years of post-qualification experience in a practice setting.

Experience managing SME or entrepreneur-led business clients.

Proven track record in managing client relationships within professional services.

£55,000+ dependent on experience and background, negotiable.

Pension Scheme: Secure contributions to your pension.

Private Medical Insurance: Comprehensive coverage via Vitality.

Life Insurance: Peace of mind with Aviva cover.

Vision Care: Support for vision-related expenses.

Holiday Allowance: Generous leave, including Christmas office closure.

Team Events: Regular opportunities to network and collaborate.

Professional Development: Access to CPD and training programs to support career growth.

Please contact Mark Sitton on , , or via LinkedIn for a confidential conversation.

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.