At a Glance
- Tasks: Manage client relationships and deliver quality accounting and advisory services.
- Company: Reputable accountancy firm in Exeter with a strong growth trajectory.
- Benefits: Competitive salary, attractive benefits, and clear career progression opportunities.
- Other info: Exciting career path towards Director/Partner level for ambitious professionals.
- Why this job: Join a dynamic team and make a real impact on diverse client portfolios.
- Qualifications: AAT, ACA, ACCA, or CTA qualifications with managerial experience in accountancy.
The predicted salary is between 42000 - 55000 £ per year.
A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide ranging industry clients across OMBs & SMEs ensuring a quality service across review of year end accounts, tax and wider services, advising clients and developing business, managing teams & working closely with the Partners as key support with a clear progression path on offer.
Client Details: Based in Exeter, this chartered accountancy firm has a long standing reputation and has experienced positive ongoing growth. The firm's partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.
Description: Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder year end accounts, tax & general accountancy practice professional to service wide ranging limited company OMBs & SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firm's partners, carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.
Profile: For this Client Portfolio Manager role, you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc with a career background developed with accountancy practice having developed to the managerial levels. You will have an all-around accounts/tax career background gained within any of small, medium/larger independent or Top 50, Top Tier accountancy firm environments as an all-round accounts/tax etc 'general accountancy practice' professional and you will be seeking a move with a career progression path on offer.
Job Offer: Circa £42,000- £55,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable.
Please apply online and for a further confidential discussion please contact Mark Bailey to find out more.
Client Portfolio Lead — Accounts, Tax & Advisory in Exeter employer: Michael Page Finance
This esteemed accountancy practice in Exeter offers a dynamic work environment where employees are valued and encouraged to grow. With a strong focus on professional development, competitive salaries, and a clear progression path towards Director or Partner levels, the firm fosters a collaborative culture that prioritises quality service and client relationships. Joining this team means becoming part of a reputable firm with a commitment to excellence and employee success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Lead — Accounts, Tax & Advisory in Exeter
✨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
Prepare for interviews by researching the firm inside out. Know their values, recent achievements, and what makes them tick. This will help you tailor your answers and show them you're genuinely interested in being part of their team.
✨Tip Number 3
Showcase your skills during the interview. Bring examples of how you've managed client portfolios, led teams, or delivered advisory services. We want to see how you can add value to their firm right from the get-go!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining our team and ready to take that next step in your career.
We think you need these skills to ace Client Portfolio Lead — Accounts, Tax & Advisory in Exeter
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 experience with year-end accounts, tax, and client relationship management to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about accountancy and how your background aligns with our firm’s values and goals. Don’t forget to mention your ambition for progression!
Showcase Your Team Management Skills:Since this role involves managing teams, be sure to include examples of your leadership experience. We want to see how you’ve mentored or trained others in your previous roles, so let us know how you’ve made an impact!
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 from our team!
How to prepare for a job interview at Michael Page Finance
✨Know Your Numbers
Brush up on your technical knowledge related to year-end accounts, tax regulations, and advisory services. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Showcase Your Client Management Skills
Think of instances where you've successfully managed client relationships or resolved issues. Highlight your ability to build rapport and trust with clients, as this role heavily relies on maintaining strong connections with OMBs and SMEs.
✨Demonstrate Leadership Potential
Since this position involves managing teams and mentoring others, be ready to share your leadership experiences. Discuss how you've guided team members in the past and how you plan to support your colleagues in this new role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth, culture, and future plans. This shows your genuine interest in the company and helps you assess if it's the right fit for your career progression ambitions.
