Client Manager

Job Description

Location: Coventry 

Salary: Competitive

Hours: Monday – Friday, 36.5 hours per week 

We’re looking for a client manager to take responsibility for a mixed portfolio of clients within our Virtual Finance Office department at our Coventry office, with possible work in our Leamington office also.

We’re accountants, and of course we do our clients’ accounts, but at HB&O, we offer so much more than ticking the boxes of compliance. We are our people, and it might be cliche but they really are what makes us special. The loyalty of our team (we’re talking ten, twenty or even thirty years service) speaks volumes about the way we treat our staff and the way we do business.

Our goal is to make the complex clear, looking beyond the balance sheet to pinpoint what our clients really need to help them take their businesses to the next level. We have built a team of passionate and experienced individuals who thrive on getting to know their clients’ businesses inside out so they can help spot opportunities.


The role will include:

  • Review bookkeeping and related workpapers prepared by staff members

  • Review VAT returns and related workpapers prepared by staff members and approve for sending to clients

  • Respond to telephone queries and provide ad-hoc support to clients

  • Establish own portfolio of clients

  • Establish good client relationships, acting as the main point of contact at HB&O

  • Organise meetings with clients and attend these where necessary with Senior Manager/Directors

  • Keep up to date with new software, apps and add-ons coming to market and communicate opportunities to managers and directors

  • Assist with managing the day-to-day workflow of the staff

  • Assist staff members with work-related queries, providing training and making decisions where necessary

  • Attend and actively contribute to planning meetings with managers

  • Ensure department-specific controls for monitoring job progress and staff workflow are complied with

  • Make recommendations for improvements to department-specific controls and processes

  • Oversee staff performance and provide regular feedback to managers

  • Demonstrate effective time management skills

  • Keep fully up-to-date with CPE requirements

  • Keep on top of softer skills training needs

  • Establish effective communication channels with clients with all HB&O services

  • Assist with the onboarding of new clients

  • Assist managers with the monitoring of department-specific KPIs


Required qualifications/experience:

  • 2 years in practice, qualified or qualified by experience



  • Some experience with training of junior members of the team

To apply, please complete the application form below.

We look forward to hearing from you.

Career Benefits

flexi time


We have core hours from 9.30 to 4.30, then work the rest around your schedule.

Promotion Opportunities

Internal Promotion Opportunities

Once qualified, we have a graded management system so there is always somewhere to move up internally. 

Free Car Parking

Free Car Parking

No one wants to try and find a parking space before your first morning coffee. We’ve got plenty of parking at both our offices.

Discount Platform

Employee Discount Platform

From your supermarket shop to holidays you can save with our exclusive discount programme.

Please Note:

Due to the number of applications received, only successful candidates will be contacted. 

By applying for this vacancy and ticking YES above, you are giving consent to Harrison Beale & Owen Limited to store your details in its database for the purposes of sharing future employment opportunities. We will hold your data over the next six months should your initial application be unsuccessful.

We always treat personal details with the utmost care and in accordance with GDPR. You can withdraw this consent at any time by emailing dataprotection@hboltd.co.uk.

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Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!

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