Client Manager

Do you enjoy working with private clients?
Looking for a role where your expertise will be valued and your career can flourish?
A well-established and forward-thinking accountancy and advisory firm in Derby is seeking a talented and motivated Client Manager to join its expanding Private Client team.
This is a fantastic opportunity to manage a diverse portfolio of individuals and families, including high-net-worth clients, while playing a key role in client development and delivery.
If you're passionate about building strong relationships and providing insightful tax and financial advice, this role offers the ideal balance of autonomy, team support, and long-term progression.
Interested?
Find out more by applying for this Client Manager job in Derby today!
Role Responsibilities Managing a portfolio of private clients, including entrepreneurs, landlords, directors, and wealthy individuals
Preparing and reviewing personal tax returns, trust accounts, and other relevant compliance documents
Providing proactive tax planning and wealth preservation advice tailored to each client’s unique circumstances
Serving as a key point of contact for your clients, building trust and offering ongoing strategic support
Working closely with senior team members on technical matters and complex cases
Mentoring and reviewing the work of junior...