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Date Added: Wed 08/04/2026

Client Manager

Wilmslow, UK
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Company: DOT PARTNERS

Job Type: Permanent, FullTime

Salary: £40,000 - £45,000 per annum

If you’re at that stage where you’re doing far more than just “compliance”… but not getting the recognition, autonomy or variety to match, this could be the move. This is a genuinely well-rounded Client Manager role within a growing, modern accountancy practice. You’ll manage your own portfolio, get involved in advisory work, and play a key role in developing both clients and junior staff.You’ll take ownership of a portfolio of clients, delivering a mix of compliance, advisory, and outsourced finance support.Compliance & Tax
  • Preparation and review of year-end accounts for a range of clients (Ltd, LLPs, partnerships & sole traders)
  • Corporation tax, personal tax and capital gains tax work
  • Supporting with R&D claims and tax planning
  • Ensuring all work is delivered within agreed timelines
Outsourcing & Advisory
  • Overseeing bookkeeping, VAT and management accounts
  • Producing management information and performance analysis
  • Supporting clients with profitability, systems and cash flow improvements
  • Preparing forecasts, budgets and business plans
  • Getting involved in funding, valuations and commercial advice
Client & Team Management
  • Managing your own client portfolio end-to-end
  • Building strong, long-term client relationships
  • Supporting and developing junior staff
  • Working closely with Directors on client delivery and practice growth
Systems & Process
  • Working with cloud-based systems (Xero, TaxCalc etc.)
  • Driving improvements in client processes and internal efficiency
  • Supporting wider operational and admin functions when needed
What They’re Looking For
  • 5+ years’ experience within an accountancy practice
  • AAT / ACCA qualified, part-qualified or QBE
  • Strong technical grounding across accounts and tax
  • Someone commercially aware, not just compliance-focused
  • Confident managing clients and building relationships
What’s On Offer
  • Competitive salary
  • Hybrid working
  • Flexible hours (7–3, 8–4, 9–5 or 10–6)
  • 25 days holiday + bank holidays
  • Extra day off for your birthday
  • Additional leave with service (up to 30 days)
  • Private medical insurance (after 2 years)
  • Bonus for introducing new business
  • Regular team socials
  • Relaxed, modern working environment
Apply Now