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Senior Client Manager
Posted 1 day ago by Smooth Accounting Limited
As a Senior Client Manager, you will manage a portfolio of UK and UAE clients, providing expert tax and accounting advice while ensuring high-quality service. You will lead a team ('pod'), oversee workflow, mentor staff, and support business growth through client retention, process improvements, and new opportunities.
This role requires strong expertise in personal and corporate tax, extensive experience with Xero, and a proactive leadership approach.
Key Responsibilities- Client & Portfolio Management - Act as the main contact for clients, providing expert tax advice and reviewing work to ensure high accuracy.
- Team Leadership - Oversee a team, delegate tasks efficiently, and provide training and mentorship to support team performance.
- Business Development - Identify opportunities to increase revenue through additional services, renewals, and client conversions.
- Compliance & Technology - Ensure Xero and cloud-based tools are used optimally while maintaining workflow efficiency.
- Strategic Support - Act as an intermediary between staff, clients, and senior management, supporting business forecasting and retention strategies.
- ACA/ACCA qualified with strong practice experience.
- Experience managing a client portfolio of £250k-£300k in fees.
- Expert knowledge of Xero and cloud accounting.
- Strong technical expertise in personal and corporate tax, with a willingness to develop UAE expertise.
- Proven leadership and team management skills.
- Commercial acumen with a focus on growth and efficiency.
- Excellent client communication and relationship-building abilities.
- Competitive salary + benefits.
- Hybrid working (after probation) with flexibility.
- 35 days annual leave.
- Private medical insurance.
- Opportunity to lead a high-performing team with autonomy.
- Be part of a modern, fast-growing firm embracing AI and technology.
- Work closely with senior management, influencing business strategy.
This is an exciting opportunity for a motivated, commercially aware Client Manager looking to progress their career in a tech-driven and forward-thinking firm.
Please note: This can be a fully remote role but you MUST be commutable distance to Portsmouth.
Smooth Accounting Limited
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