Client Manager - BAXTER WILLIAMS LIMITED : Job Details

Company OverviewOur client is an established accountancy firm based in rural Worcestershire, dedicated to supporting owner-managed businesses of all sizes in achieving their financial goals. With a supportive, friendly team culture and a strong focus on professional growth, they create an environment where people feel empowered to deliver their best. Guided by core values of trust, empathy, communication, improvement, and accountability, they pride themselves on building lasting relationships that go beyond the numbers. Their dynamic and innovative approach ensures clients receive the very best advice and support, while colleagues are encouraged to develop and thrive. With a clear ambition to become the Midlands' go-to professional services firm, they are now seeking a skilled Client Manager to join their team and play a key role in this journey. About the RoleAs a Client Manager, you will play a vital role in delivering proactive and client-focused accountancy services. You'll manage a portfolio of clients, lead and develop a high-performing team, and uphold our company values in every aspect of your work. This role is about more than just numbers—it's about creating lasting relationships based on trust and understanding. Key Responsibilities Team Leadership

• Manage the performance, development, and engagement of your team through 1-to-1s, mentoring, and training.
• Delegate tasks effectively, identify learning needs, and provide coaching to empower your team.
• Create a positive and collaborative team culture that embodies our core values.

Client Relationship Management

• Build strong, trusting relationships with clients through regular communication and meetings.
• Provide empathetic advice and prompt support for client queries.
• Represent clients with HMRC, including managing investigations with care and diligence.

Business & Tax Advisory

• Deliver tailored advice that reflects clients' unique needs and goals.
• Proactively identify opportunities for additional services and present them as added value to clients.
• Regularly review fees to ensure they align with the services provided.

Practice Improvements

• Drive efficiencies by suggesting and implementing improvements in procedures.
• Support other Client Managers and contribute to shared team success.

Technical Expertise & Compliance

• Stay informed on tax laws, sector specialisms, software, and legislative updates to enhance service delivery.
• Review work to ensure accuracy, compliance, and adherence to best practices.

Business Development & Networking

• Attend networking events, industry conferences, and client meetings to promote the firm and identify new opportunities.
• With support from our Business Development Manager, develop your own business development plan, adhere to it, and evolve it as needed.
• Contribute to written and video content for our clients, prospects, and social media channels to enhance visibility and engagement.
• Consistently meet and exceed targets, achieving KPIs and contributing to firm growth.

Experience and Skills

• ACA/ACCA/CIMA
• Proven experience in a client-facing accountancy role.
• Strong leadership and delegation skills to support team growth.
• Excellent networking and business development abilities.
• Comprehensive knowledge of tax laws, accountancy practices, and relevant software.
• Leadership and team management skills aligned with company values.
• Exceptional client communication and relationship-building capabilities.
• Proactive and solutions-oriented approach to client challenges.
• Strong technical expertise in accountancy and tax.
• Commitment to continuous learning and professional development.

What's on offer 

• Flexible and Hybrid Working: A balance of office and remote work tailored to your needs in addition to flexi time policy.
• Generous Leave: Enjoy a minimum of 25 days plus bank holidays, with additional loyalty days for long-term service.
• Profit-Related Bonus Scheme: Share in the success of the business through firm-wide bonuses.
• Employee Benefits Portal: Access exclusive perks, including deals, discounts and 24/7 GP Consultation
• Free financial coaching and mortgage advice: Get expert guidance to help you plan your financial future and navigate the mortgage process with confidence
• Wellbeing Support: Benefit from our employee assistance program and mental health resources.
• Social Events: Join regular social activities, including events for you and your family.
• Innovative Tools: Work with cutting-edge software like Xero, Sage, QuickBooks, and Apron.
• Career Development: Participate in structured programs to enhance both technical and personal skills.