Senior Client Manager – Hastings & Bexhill

Overview

As Senior Client Manager, you will act as the Managing Partner’s right hand, overseeing a client portfolio and guiding the team. You’ll review accounts and tax work, manage workflow and fee collection, and spot advisory opportunities across tax planning and succession. You’ll develop colleagues, coordinate with an offshore team, and help drive automation and AI-enabled workflows. This role offers a clear path to Associate Partner and Partner in a growing firm with a strong local presence.

Pay / Benefits

• hybrid and flexible working
• 25+ days’ holiday plus bank holidays
• gold-standard private medical insurance
• death in service and company sick pay
• enhanced family leave
• ongoing CPD investment

Responsibilities

• Manage a client portfolio with annual fees of around 200,000–250,000 and sign off on accounts, corporation tax, and personal tax within authority
• Be the main client contact and cover the Managing Partner in their absence
• Oversee workflow, deadlines, WIP, billing, and debtors
• Identify advisory opportunities (tax planning, cash extraction, succession) and connect clients with specialists
• Meet prospective clients, prepare proposals and fee quotes
• Supervise and develop the team, from juniors to seniors, including trainees
• Review and allocate work for the offshore team to grow technically and integrate with the UK side
• Lead the firm’s move towards automation and AI-assisted workflows

Key requirements

• ACA/ACCA or equivalent
• At least five years in practice, including supervising a team
• Strong owner-managed business background across accounts, personal tax, and corporation tax with FRS 102 knowledge
• Confidence to sign off work rather than escalating
• Comfort with practice technology and AI tools or willingness to learn
• Experience working with offshore teams or openness to it
• Audit experience is helpful but not essential
• Within a reasonable commute of Bexhill

• leadership and team coaching
• decisiveness and accountability
• client relationship management
• FRS 102 knowledge
• tax planning and advisory competencies
• automation and AI tool familiarity

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