At a Glance
- Tasks: Manage client portfolios, oversee billing, and lead client meetings.
- Company: Acorn by Synergie represents a growing professional services firm in Newton Abbot.
- Benefits: Clear pathway to future partnership and supportive environment for professional development.
- Other info: Experience with Sage, QuickBooks, Xero, and CCH is essential.
- Why this job: This role offers real influence and autonomy in client delivery and team development.
- Qualifications: Candidates must be ACA or ACCA qualified with at least 5 years' post-qualified experience.
The predicted salary is between 45000 - 55000 £ per year.
Acorn by Synergie is recruiting on behalf of a well-established and growing professional services firm in Newton Abbot. This is a fantastic opportunity to play a key role in client delivery, team development, and overall business growth, with a clear pathway to future partnership. The successful candidate will take ownership of a diverse client portfolio while supporting the leadership and development of the wider team.
Key Duties
- Manage and review client files and portfolios to ensure accuracy and timely Partner sign-off.
- Provide expert advice across income, corporate, and capital taxes.
- Lead client meetings alongside, or on behalf of, the Partner.
- Oversee billing, budgeting, and fee reviews to ensure commercial accuracy.
- Delegate workflow and support day-to-day team operations.
- Review and develop team performance and support continuous improvement.
- Support compliance updates and ensure best practice across all work.
- Handle client and internal queries promptly and professionally.
- Contribute to business development activity and firm growth.
- Act as cover for the Partner when required.
Requirements
- ACA or ACCA qualified with a minimum of 5 years' post-qualified experience.
- Strong practice background including accounts preparation and corporate tax experience.
- Experience working with sole traders, partnerships, and limited companies.
- Strong knowledge of Sage, QuickBooks, Xero, and CCH or similar software.
- Excellent communication skills with the ability to engage clients at all levels.
- Proven ability to manage workloads, deadlines, and competing priorities.
- Strong leadership and team management experience.
- Proactive and commercially minded approach.
What We Offer
- Opportunity to join a well-established and growing professional services firm.
- Leadership role with responsibility for client delivery and team development.
- Clear pathway to future partnership.
- Supportive environment where professional development is actively encouraged.
- Opportunity to influence business growth and client outcomes.
Interested? If you're an ambitious Senior Manager looking for a role with real influence, autonomy, and long-term progression potential, apply today or contact us for a confidential discussion.
Locations
Client Manager / Senior Client Manager (Accountancy Practice) in Devon, Exeter employer: Acorn by Synergie
Join a well-established firm in Newton Abbot that actively encourages professional development. The team focuses on client delivery and business growth, providing a clear pathway to partnership. Enjoy a competitive salary and the opportunity to influence client outcomes.
