At a Glance
- Tasks: Manage a diverse client portfolio, ensuring their financial needs are met with expertise.
- Company: Join a leading firm of accountants known for exceptional client service and growth opportunities.
- Benefits: Enjoy a clear career pathway to Director level and a supportive team environment.
- Why this job: Make a real impact on clients' success while developing your leadership skills in a dynamic setting.
- Qualifications: Proven experience in managing client portfolios and strong understanding of accounting and tax issues required.
- Other info: Opportunity to mentor junior staff and contribute to business development initiatives.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a leading firm, have an exceptional opportunity available as a Senior Client Portfolio Manager. You will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise. This is an exciting opportunity to leverage your accounting knowledge while deepening client relationships, contributing to the firm's growth, and playing a crucial role in the seamless delivery of our services. There is also the opportunity to progress into a Director level role with a clear career pathway.
You will act as the primary contact for your portfolio, ensuring that all client engagements are handled efficiently and to the highest standards. This role requires a balance of strategic oversight and hands-on involvement, where you will take charge of complex accounting tasks, oversee team performance, and contribute to the expansion of our client base. Your contribution will directly impact the success of our clients and the continued development of the firm.
Key Responsibilities- Client Service: Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries. Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently. Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialised attention.
- People & Leadership: Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service. Lead and motivate your team, creating an inclusive environment that upholds the firm's values. Act as a role model within the firm, exemplifying professionalism, integrity, and a client-centric approach in all interactions.
- Business Development: Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services. Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients. Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities.
- Proven experience managing a diverse client portfolio within an accounting or business advisory context.
- Strong understanding of complex accounting and tax issues, with the ability to handle intricate client work.
- Demonstrated ability to build and maintain strong client relationships, ensuring high levels of client satisfaction.
- Experience leading and mentoring teams, with a track record of developing junior staff members.
- Solid business development skills, with experience in identifying and capitalising on growth opportunities.
You may be the sort of person who is:
- Client-Centric: Dedicated to understanding client needs, delivering tailored solutions, and fostering strong, enduring relationships.
- Leadership-Oriented: Experienced in leading and mentoring teams, with a focus on developing talent and fostering an inclusive, high-performance culture.
- Adaptable: Skilled at navigating complex and changing environments, with the ability to manage multiple priorities effectively.
- Solution-Focused: A proactive problem solver, always seeking innovative ways to address client challenges and enhance service delivery.
Senior Manager - firm of accountants employer: Mellis Blue Ltd
Contact Detail:
Mellis Blue Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager - firm of accountants
✨Tip Number 1
Network with professionals in the accounting industry, especially those who work at firms similar to ours. Attend industry events or webinars where you can meet potential colleagues and learn more about the firm culture.
✨Tip Number 2
Showcase your leadership skills by discussing any mentoring or coaching experiences you've had in previous roles. Highlight how you've developed junior staff and contributed to a positive team environment.
✨Tip Number 3
Familiarise yourself with the latest trends in accounting and tax issues. Being knowledgeable about current challenges and solutions will demonstrate your expertise and commitment to client service during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Be ready to explain how you identified growth opportunities and built strong client relationships that led to business development.
We think you need these skills to ace Senior Manager - firm of accountants
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing diverse client portfolios and your understanding of complex accounting and tax issues. Use specific examples that demonstrate your ability to build strong client relationships and lead teams.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Senior Client Portfolio Manager role. Discuss how your skills align with the responsibilities outlined in the job description, particularly your experience in client service and business development.
Showcase Leadership Experience: Emphasise any previous leadership roles you've held, especially those involving mentoring junior staff. Highlight your approach to fostering an inclusive team environment and how you exemplify professionalism and integrity.
Demonstrate Business Development Skills: Include examples of how you've successfully identified growth opportunities and contributed to expanding a client base. Mention any specific initiatives or strategies you've implemented that led to increased client engagement or satisfaction.
How to prepare for a job interview at Mellis Blue Ltd
✨Showcase Your Client Relationship Skills
As a Senior Client Portfolio 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 approach to addressing complex accounting issues and ensuring client satisfaction.
✨Demonstrate Leadership Experience
This role requires you to lead and mentor junior team members. Be ready to discuss your leadership style and provide specific instances where you've coached or supported team members, fostering their professional growth while maintaining high-quality service.
✨Prepare for Business Development Questions
Expect questions about your experience in business development. Think of examples where you've identified growth opportunities or successfully expanded a client base. Highlight your networking skills and any initiatives you've led that contributed to business growth.
✨Understand the Firm's Values
Familiarise yourself with the firm's values and culture. During the interview, demonstrate how your personal values align with theirs, particularly in terms of professionalism, integrity, and a client-centric approach. This will show that you're not just a fit for the role, but also for the firm.