At a Glance
- Tasks: Manage a diverse client portfolio and provide proactive commercial and tax advice.
- Company: Established accountancy practice with a focus on career development.
- Benefits: Flexible working, ongoing training, and clear progression opportunities.
- Other info: Flexible start date and travel between offices required.
- Why this job: Step into a management role and make a real impact in a supportive environment.
- Qualifications: ACA/ACCA qualified or experienced, with strong client-facing skills.
The predicted salary is between 35000 - 45000 £ per year.
We are working with a well-established and growing accountancy practice that is looking to appoint a Client Manager to join their team. This is a flexible opportunity, with the role based in either Bideford or Launceston, along with some travel between offices, particularly during the initial onboarding period.
This position would suit:
- An experienced Client Manager looking to take on a varied and established portfolio, or
- A Senior/Semi-Senior Accountant ready to step up into a management role, with strong support and development in place.
The Role
As Client Manager, you will be responsible for managing your own client portfolio while supporting the wider team. Responsibilities will include:
- Managing a diverse portfolio of clients across multiple sectors
- Preparation, review, and sign-off of statutory accounts
- Managing corporate and personal tax matters
- Leading client meetings, including year-end reviews and advisory discussions
- Providing proactive commercial and tax advice
- Supporting and mentoring junior team members
- Building and maintaining strong client relationships
Client Portfolio
The firm supports a wide-ranging client base, with exposure across multiple industries. Portfolio structure will vary depending on experience:
- Experienced hires: Ready-made portfolio to take ownership of
- Step-up candidates: Initially supporting a larger portfolio alongside a senior colleague, with a clear pathway to managing your own portfolio
Systems
The firm utilises a range of modern systems, including:
- IRIS (accounts production)
- Xero & QuickBooks Online (cloud accounting)
- Exposure to various client-specific platforms
Requirements
- ACA / ACCA qualified or qualified by experience
- Proven background within accountancy practice
- Strong technical knowledge across accounts preparation, corporate tax, and personal tax
- Confident communicator with strong client-facing skills
- Ability to manage deadlines and prioritise workload
Applications are also encouraged from:
- Part-qualified candidates
- Individuals seeking their first move into a Client Manager role
Training & Development
The firm is committed to supporting career development and offers:
- Full onboarding and training
- Ongoing mentoring and support
- Clear progression opportunities
Additional Information
- No relocation package offered, but relocation candidates are welcome
- Flexible start date depending on notice period
- Some travel between offices required
Client Manager in Launceston employer: DK Recruitment
Join a well-established accountancy practice that values flexibility and employee growth, offering a supportive work culture where you can manage a diverse client portfolio while receiving ongoing training and mentorship. With locations in Bideford and Launceston, this role provides a unique opportunity to thrive in a collaborative environment, ensuring your professional development is prioritised as you take on new challenges and responsibilities.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Launceston
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to current employees at the firm. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and its clients. Think about how your experience aligns with their needs, especially in managing diverse portfolios. We want you to showcase your skills confidently and demonstrate how you can add value to their team.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in keeping you top of mind.
✨Apply Through Our Website
Make sure to apply through our website for the best chance of landing that Client Manager role. We streamline the process and ensure your application gets the attention it deserves. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Client Manager in Launceston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Manager role. Highlight your experience in managing client portfolios and any relevant qualifications like ACA or ACCA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, mentioning your strong client-facing skills and any experience with statutory accounts or tax matters.
Showcase Your Communication Skills:As a Client Manager, communication is key. In your application, demonstrate your ability to lead meetings and provide proactive advice. Use clear and concise language to show you can communicate effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at DK Recruitment
✨Know Your Portfolio Inside Out
Before the interview, make sure you understand the types of clients you’ll be managing. Research the sectors they operate in and think about how your experience aligns with their needs. This will help you demonstrate your ability to manage a diverse portfolio effectively.
✨Brush Up on Technical Knowledge
Since the role requires strong technical knowledge in accounts preparation and tax matters, review key concepts and recent changes in legislation. Be prepared to discuss how you've applied this knowledge in past roles, as it shows you're ready for the responsibilities of a Client Manager.
✨Practice Your Communication Skills
As a Client Manager, you'll need to lead meetings and provide advice. Practise articulating your thoughts clearly and confidently. Consider role-playing with a friend or mentor to simulate client interactions, which will help you feel more comfortable during the actual interview.
✨Show Enthusiasm for Team Development
The firm values mentoring junior team members, so be ready to discuss your approach to supporting others. Share examples of how you've helped colleagues grow in their roles, as this will highlight your leadership potential and commitment to team success.
