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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and oversee year-end accounts and tax services.
- Company: A growing firm of chartered accountants based in Seaton.
- Benefits: Competitive salary, supportive environment, and clear progression opportunities.
- Why this job: Become a trusted advisor while developing your skills in a dynamic team.
- Qualifications: Qualified ACA/ACCA/CTA/AAT or equivalent with relevant accountancy experience.
- Other info: Join a firm that values growth and offers a clear route to advancement.
The predicted salary is between 38000 - 50000 £ per year.
A growing firm of chartered accountants based in Seaton is searching for a Client Portfolio Manager to join their team. You will be managing a wide ranging client portfolio, overseeing the delivery of year end accounts, tax, advisory services and building client relationships, as well as developing and supporting the wider team and working closely with the firm's directors as a key addition.
Responsibilities
- Manage the delivery of wide ranging services to a varied client portfolio focused on year end accounts, tax and wider service delivery.
- Work with clients across the range in size and sector, up to the audit threshold in turnover for the largest clients.
- Build relationships with clients as a trusted advisor.
- Support, mentor and manage a wider team as part of your role.
- Play a key role in developing the team and contribute to the growth of the firm, with a clear route to progression for those aiming to move beyond a managerial position in the medium to longer term.
Profile / Qualifications
- Qualified ACA/ACCA/CTA/AAT or equivalent, or similar career background within accountancy practice.
- Experience across year end accounts, tax, audit and general accountancy practice service delivery to sole traders, partnerships and limited company clients.
- Progression to Client Portfolio Manager level with a view to long term development in a supportive environment.
Job Offer
Circa £38,000 – £50,000 dependent on background and experience, plus benefits; negotiable. Please apply online. For a confidential discussion, please contact Mark Bailey on 01179271452.
Client Portfolio Manager in Seaton Delaval employer: ACCA Careers
Contact Detail:
ACCA Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Seaton Delaval
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Portfolio Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with year-end accounts and tax services. Be ready to share specific examples of how you've built client relationships and supported your team.
✨Tip Number 3
Prepare for interviews by researching the firm. Understand their values, the types of clients they work with, and their approach to service delivery. This will help you tailor your answers and show them you're genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals who want to grow with us, so make sure you put your best foot forward!
We think you need these skills to ace Client Portfolio Manager in Seaton Delaval
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your qualifications like ACA/ACCA/CTA/AAT and any relevant experience in managing client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your experience with year-end accounts, tax, and building client relationships to show us you understand what we’re looking for.
Showcase Your Team Spirit: Since this role involves supporting and mentoring a wider team, don’t forget to mention any leadership or teamwork experiences. We want to see how you can contribute to our firm’s growth and support your colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at ACCA Careers
✨Know Your Numbers
As a Client Portfolio Manager, you'll be dealing with year-end accounts and tax matters. Brush up on your technical knowledge and be ready to discuss specific examples from your past experience. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Build Rapport
Since building client relationships is key in this role, practice how you introduce yourself and engage in conversation. Think of ways to connect with the interviewers, perhaps by discussing common interests or experiences in accountancy. A friendly approach can make a lasting impression.
✨Showcase Your Leadership Skills
You’ll be expected to support and mentor a wider team, so prepare to share examples of how you've successfully led or developed others in your previous roles. Highlight any initiatives you’ve taken to improve team performance or client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans and how they envision the Client Portfolio Manager contributing to that. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
