Client Services Manager
We are Fortus. We’re business advisors and accountants. We’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
Fortus is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.
Our key to achieving this is through our knowledgeable, energetic and agile team who work hard to assist our client’s businesses, helping them not only with their day-to-day business needs but also to build and deliver their business strategies, goals and ambitions.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve.
Key responsibilities
The role of Client Services Manager will have varied disciplines for a number of our key clients, including reviewing and preparing annual accounts, and supervising and mentoring the team members in order to meet the client’s needs. The role will also entail involvement with practice and workflow management for the wider team.
We anticipate the role to be split 80% productive (working on key client portfolios) and 20% internal (managing workflow of whole team, managing billing and work in progress and developing the team).
The ideal candidate will have an exploratory approach to working in order to identify and solve problems efficiently and be passionate about developing and supporting our people.
You will be required to report to and work with a director of the service line.
About you
- ACCA or ACA fully qualified
- Have a solid accounting experience obtained within practice
- Knowledge of accounts preparation for incorporated and unincorporated clients
- Experience working with IRIS, Xero and Sage would be preferential, but not essential
- Have strong management, communication and organisational skills
- Have experience of managing and controlling workflows in a practice environment
- Be able to confidently work alone but also be a team player
- Have excellent time management
- Have the ability to work under pressure, to deadlines and respond promptly to requests
- Be proficient in Outlook and Word
- Experience in Microsoft Excel to an advanced level
- Managing a portfolio of clients comprising incorporated businesses, although experience of unincorporated businesses and individuals would be advantageous
- Responsibility for all compliance matters for clients – annual accounts and corporation tax returns
- Personal tax planning for individuals
- Responsibility for maintaining WIP and managing team KPI’s
- Reviewing work performed by other team members and assisting with staff training
- Being the main relationship contact for clients
- Promotion of the Accounts & Outsourcing team internally and externally - with clients, professional contacts and potential clients
- Planning and organising workflow within the department
- Identifying cross servicing opportunities and business development
Main duties:
- Managing a portfolio of clients comprising incorporated businesses, although experience of unincorporated businesses and individuals would be advantageous
- Responsibility for all compliance matters for clients – annual accounts and corporation tax returns
- Personal tax planning for individuals
- Responsibility for maintaining WIP and managing team KPI’s
- Reviewing work performed by other team members and assisting with staff training
- Being the main relationship contact for clients
- Promotion of the Accounts & Outsourcing team internally and externally - with clients, professional contacts and potential clients
- Planning and organising workflow within the department
- Identifying cross servicing opportunities and business development
What’s on offer?
- Competitive salary
- 25 days holiday + birthday day off + bank hols
- Health cash plan
- Employee Assistance Programme
- Group Life Assurance x3
- Pension Salary Sacrifice
- Agile working
- Regular social events
- Friendly and inclusive working environment
- Regular training and development
Why join us?
At Fortus, we’re more than just a financial services firm — we’re a team that supports ambitious businesses while empowering our people to grow.
You'll help deliver forward-thinking solutions to clients across a range of sectors, supported by deep in-house expertise and a culture built on lasting relationships.
We champion diversity, inclusion, and well-being, and offer clear, tailored career paths backed by continuous learning and leadership development.
With a strong commitment to sustainability and community impact, plus agile working and meaningful rewards, Fortus offers the opportunity to thrive in a collaborative, future-focused environment.