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Client Services Manager

Mulberry Recruitment
Posted 3 days ago, valid for 22 days
Location

Fleet, Hampshire GU51 3AL, England

Salary

£40,000 - £45,000 per annum

Contract type

Full Time

Retirement Plan

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Sonic Summary

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  • The Client Services Manager position offers a salary range of £40,000 to £45,000 and is based in Fleet.
  • This full-time role requires a minimum of 2 years of experience in an accounting or tax environment, including team management.
  • The successful candidate will lead a team in supporting self-employed clients with their tax obligations while driving performance and client satisfaction.
  • Key responsibilities include managing client retention, overseeing tax return submissions, and fostering a sales-focused culture within the team.
  • The role also involves collaborating with internal departments, coaching team members, and contributing to business initiatives and process improvements.

Client Services Manager

Salary: 40,000 45,000

Location: Fleet

Hours: Full-time (40 hours per week)

We are seeking a commercially minded and hands-on Client Services Manager to lead a team supporting self-employed clients with their tax obligations. This role combines operational leadership, client relationship management, and a strong understanding of tax regulations to drive excellent service and commercial performance.

Key Responsibilities

Own and deliver key performance indicators including client retention, upsell rates, revenue per client, and overall team performance.

Foster a sales-focused, client-first culture within the service team.

Collaborate with other internal departments to ensure smooth client onboarding and seamless service delivery.

Contribute to wider business initiatives, including pricing strategy, commercial reporting, and process improvements.

Oversee the accurate and timely submission of client tax returns in compliance with HMRC legislation.

Drive continuous improvement in operational processes, team efficiency, and service delivery.

Provide regular reports and data analysis to support senior leadership decision-making.

Coach and develop team members, conducting regular 1:1s, setting clear goals, and addressing performance proactively.

Champion a collaborative and high-performing team culture with clear accountability.

Conduct internal audits of self-assessment returns to ensure accuracy and compliance.

Essential Skills

Minimum 2 years experience in an accounting or tax environment, including team management.

Strong understanding of UK tax legislation and self-assessment processes.

Demonstrated experience in a commercial, client-facing setting.

Confident leading teams in fast-paced, results-driven environments.

Strong coaching, communication, and problem-solving skills.

Highly organised with the ability to prioritise and meet deadlines.

Familiarity with KPIs, performance metrics, and upselling strategies.

Experience using Practice Management Software.

Benefits

25 days holiday + bank holidays

Pension plan

Professional study support

Healthcare cash plan

Employee perks platform

Cycle to work scheme

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.