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Permanent

Client Manager

Stratford-upon-Avon
money-bag £49000 - £65000/annum
224874423
Posted 1 week ago

Do you have strong experience in an accountancy practice environment within Agriculture or Property?

Are you looking to take the next step in your career with a highly respected and fast-growing Financial Services Firm?

Our client, a leading business in the Financial Services industry, is seeking an experienced and driven Client Manager to join their Stratford-Upon-Avon office. This is an exciting opportunity to manage a portfolio of rural clients, deliver tailored accounting and tax solutions, and play a pivotal role in the development of the team. Their Agriculture & Property team is known for delivering clever, well-planned solutions that support the long-term success of clients.

Key Responsibilities

  • Deliver exceptional service to a portfolio of rural and property-based clients.
  • Respond promptly to client enquiries and HMRC queries.
  • Build deep knowledge of clients’ businesses to act as a key day-to-day contact.
  • Review accounts and tax returns for a range of corporate and unincorporated clients.
  • Support the management and development of the Agriculture & Property department, including staff planning, delegation, and appraisals.
  • Identify tax planning opportunities and prepare reports, computations and recommendations.
  • Assist partners with advisory, business planning, and specialist tax projects.
  • Monitor workflow, deadlines, WIP and billing to ensure efficient completion of work.
  • Ensure all work is carried out in a timely, cost-effective and compliant manner.
  • Contribute to the growth and training of junior team members.
Key Skills & Experience
  • ACA, ACCA or CTA qualified, or equivalent experience.
  • Prior experience in accounts and tax within a practice environment (essential).
  • Experience at the manager level and/or with rural clients (desirable).
  • Strong technical knowledge in accounts preparation and taxation.
  • Excellent MS Office skills and general computer literacy.
  • Ability to review and complete accounts and personal tax returns efficiently.
  • Strong communication and listening skills.
  • Problem-solving mindset with the ability to generate practical solutions.
  • Commercial awareness, with confidence in marketing, networking and business development.
  • Proactive management style, able to motivate and lead high-performing teams.
Personal Qualities
  • Professional, approachable and highly confidential.
  • Resilient, energetic and self-motivated.
  • Creative, analytical and able to think quickly.
  • Strong presence, able to build rapport and trust with clients and colleagues.
  • Organised and reliable, with commitment to quality and accuracy.
Additional Information
  • Full-time, hybrid working: 3 days in the office, 2 days from home.
  • Auto-enrolment pension scheme.
  • 23 days holiday plus bank holidays.
  • Cycle to work scheme.
  • Employee assistance programme.
To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can reach out to Shanelle Bowyer at (phone number removed). Alternatively, connect with us on LinkedIn via the following link: (url removed)/

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