Practice - Client Manager

Location York
Discipline: Accounting
Contact name: Carly Dunn

Contact email: carly@supreme-ss.com
Job ref: 5269

Client Manager – York

Location: York
Position Type: Permanent, Full-time | Client Manager
Industry: Chartered Accountancy / Business Advisory / Client Portfolio Management
Salary: £40,000 – £45,000 (depending on experience and qualifications)

About the Role

We’re representing a highly regarded independent firm of Chartered Accountants with a strong presence across Yorkshire. The firm provides a full range of accountancy, taxation, and business advisory services to a diverse portfolio of SME and owner-managed clients. Due to continued growth, they are seeking an experienced and commercially minded Client Manager to join their York office. This is an excellent opportunity for a proactive professional looking to manage a varied client base, lead a team, and play a key role in delivering high-quality advisory and compliance services.

Key Responsibilities

  • Manage a portfolio of clients, ensuring all compliance reporting deadlines and deliverables are met

  • Provide strategic and commercial advice to clients, supporting them in achieving their business objectives

  • Lead the preparation of accounts and tax computations for complex assignments in line with internal procedures

  • Conduct meetings with clients to review financial statements, discuss tax planning opportunities, and present recommendations

  • Identify areas to enhance clients’ accounting systems, record-keeping, and financial processes

  • Supervise, support, and develop junior team members, providing clear guidance and feedback

  • Liaise with HMRC, banks, and external stakeholders as required

  • Promote and cross-sell the firm’s services, identifying opportunities to add value and expand client relationships

  • Review all accounts, working papers, and correspondence to ensure accuracy, compliance, and professionalism

  • Oversee workload planning and scheduling to ensure client deadlines are met efficiently

  • Maintain accurate client data within practice management systems and monitor progress against KPIs

  • Support billing, fee recovery, and debtor management, ensuring profitability across the portfolio

  • Drive improvements in processes, systems, and workflows to enhance client service delivery

  • Uphold firm values, fostering a collaborative, client-focused culture and maintaining strict confidentiality

Ideal Candidate Profile

  • ACA / ACCA qualified (or equivalent) with experience managing a client portfolio within practice

  • Strong technical understanding of UK GAAP, tax compliance, and business advisory principles

  • Confident using cloud-based and desktop accounting software including Sage, Xero, QuickBooks, and Iris (training provided where required)

  • Excellent interpersonal and communication skills, with a strong client service mindset

  • High attention to detail, analytical ability, and ability to prioritise effectively

  • Commercially aware, proactive, and capable of identifying opportunities for growth and improvement

  • Leadership experience with a track record of developing junior staff and managing teams

  • Proficient in Microsoft Excel, Word, and Outlook

Why This Opportunity Stands Out

  • Competitive salary of £40,000 – £45,000 depending on experience

  • Hybrid and flexible working opportunities

  • Generous holiday entitlement with additional leave for long service

  • Workplace pension scheme

  • Ongoing professional development and study support

  • Modern, accessible offices with free on-site parking

  • Supportive, inclusive culture with regular team events

  • Genuine opportunity to progress in a forward-thinking and expanding firm

For more information please contact the recruiter below:
Liam Daly
Lead Associate Recruitment Consultant
T: 07548 836700
E: liam@supreme-ss.com