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- Tasks: Lead a diverse client portfolio, providing accounts, tax, and business advisory services.
- Company: Join a progressive accountancy firm known for its collaborative culture and strong client relationships.
- Benefits: Enjoy flexible working, generous leave, bonuses, and mental health support.
- Why this job: This role offers autonomy, leadership opportunities, and the chance to make a real impact.
- Qualifications: Must be ACA or ACCA qualified with 5+ years of experience in client management.
- Other info: Located in Bridgend, with easy access to Cardiff and beautiful countryside.
The predicted salary is between 43000 - 61000 £ per year.
Are you a qualified accountant with a passion for building lasting client relationships and delivering commercial, value-driven advice? A progressive and growing accountancy firm in Bridgend is looking for a Client Manager to lead a portfolio of clients and play a key role in shaping their continued success. This is an exciting opportunity for an ACA or ACCA qualified accountant with at least five years’ experience managing a diverse client base. The successful candidate will take ownership of a well-established portfolio, delivering a wide range of services including accounts, tax, and business advisory. You’ll be the go-to adviser for your clients, supporting them at every stage of their journey.
Role responsibilities:
- Managing a portfolio of owner-managed businesses, SMEs and individuals across a range of industries
- Overseeing the preparation and review of year-end accounts, tax returns and VAT submissions
- Providing strategic advice on business performance, growth and planning
- Building and maintaining strong client relationships through regular contact and proactive support
- Ensuring deadlines and compliance requirements are met across your portfolio
- Supervising and mentoring junior team members, reviewing their work and supporting their development
- Working closely with the wider team to ensure joined-up service delivery
About the firm: This innovative and nationally connected firm is part of a wider group offering clients access to expert advice across accountancy, tax, digital transformation and business consultancy. Locally, the Bridgend team is known for their approachable, professional service and long-standing relationships with businesses across South Wales. The culture is people-first, with an emphasis on collaboration, continual learning and creating real impact for clients.
Candidate requirements:
- ACA or ACCA qualified with 5+ years’ experience managing a client portfolio within practice
- Strong technical knowledge in accounts, tax and compliance for owner-managed businesses
- Confident communicator with excellent interpersonal and relationship-building skills
- A commercial mindset and the ability to spot opportunities for clients
- Experience managing and developing junior team members
- Organised, proactive and comfortable working both independently and within a team
What’s On Offer: £50,000 to £70,000 per annum, full time, permanent role, flexible / hybrid working, discretionary bonuses, generous annual leave, clear career progression, employee assistance programme, mental health support, plus more.
Contact Detail:
Public Practice Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in or around Bridgend. Attend local industry events or join relevant online forums to connect with potential colleagues and clients, which can help you gain insights into the firm’s culture and client expectations.
✨Tip Number 2
Research the specific industries that the firm serves and tailor your conversations to demonstrate your understanding of their unique challenges. This will show your potential employer that you are proactive and ready to provide value from day one.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and how you've successfully built relationships in the past. Use specific examples to illustrate your ability to deliver strategic advice and support clients through various stages of their business journey.
✨Tip Number 4
Familiarise yourself with the latest trends in accountancy and business advisory services. Being knowledgeable about current developments will not only impress your interviewers but also position you as a forward-thinking candidate who can contribute to the firm's growth.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA or ACCA qualifications and at least five years of experience managing a client portfolio. Emphasise your technical knowledge in accounts, tax, and compliance, as well as your ability to build strong client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client management and your proactive approach to delivering value-driven advice. Mention specific examples of how you've supported clients in the past and how you can contribute to the firm's success.
Showcase Leadership Skills: Highlight any experience you have in supervising and mentoring junior team members. Discuss how you’ve developed others in your previous roles and how you plan to foster a collaborative environment within the team.
Demonstrate Commercial Awareness: Illustrate your commercial mindset by providing examples of how you've identified opportunities for clients in previous roles. This will show that you understand the importance of strategic advice in driving business performance and growth.
How to prepare for a job interview at Public Practice Recruitment Ltd
✨Showcase Your Client Relationship Skills
As a Client Manager, your ability to build and maintain strong client relationships is crucial. Prepare examples of how you've successfully managed client portfolios in the past, highlighting your proactive support and communication skills.
✨Demonstrate Technical Knowledge
Make sure to brush up on your technical knowledge regarding accounts, tax, and compliance. Be ready to discuss specific scenarios where you've applied this knowledge to benefit your clients, especially for owner-managed businesses.
✨Highlight Leadership Experience
Since the role involves supervising and mentoring junior team members, be prepared to talk about your leadership style. Share experiences where you've developed others and how you approach team collaboration to ensure effective service delivery.
✨Prepare Questions About the Firm's Culture
The firm values a people-first culture with an emphasis on collaboration and continual learning. Prepare thoughtful questions that show your interest in their culture and how you can contribute to it, demonstrating that you're a good fit for their team.
