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- Tasks: Lead and manage client accounts, tax services, and advisory projects.
- Company: Growing accountancy practice in Brixham with a supportive culture.
- Benefits: Competitive salary, career progression, and attractive benefits.
- Why this job: Join a dynamic team and make a real impact on client relationships.
- Qualifications: AAT, ACA, ACCA, or CTA qualifications with managerial experience.
- Other info: Exciting career growth opportunities in a leading firm.
The predicted salary is between 36000 - 60000 £ per year.
A growing accountancy practice based in Brixham has a requirement for a Client Portfolio Manager to join them managing and leading on the delivery, review and management of accounts, tax and wider all around service provision within a growing firm of accountants, managing teams and working closely with the Directors as a key, right hand support with a progression path on offer.
Based in Brixham, this accountancy firm is undergoing positive growth and the firms directors 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 developing client relationships. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.
Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder accounts, tax general accountancy practice professional to service sole traders, partnerships and 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 firms partners carving an influential role and career within this leading firm.
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.
Circa £45,000- £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 on 01179271452 to find out more.
Client Portfolio Manager in Brixham employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Brixham
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the firm and its services. Show them you’re not just another candidate; you’re genuinely interested in how you can add value to their team and clients.
✨Tip Number 3
Don’t forget to showcase your leadership skills! As a Client Portfolio Manager, they’ll want to see how you can manage teams and mentor others. Share examples from your past experiences where you’ve led projects or supported your colleagues.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining their growing team in Brixham.
We think you need these skills to ace Client Portfolio Manager in Brixham
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 accountancy qualifications and any managerial experience you've had, as this will show us you're the right fit for our growing firm.
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 you can add value to our team. Be sure to mention your experience with client relationships and advisory work, as these are key aspects of the role.
Showcase Your Team Management Skills: Since this role involves managing teams, make sure to include examples of your leadership experience. We want to see how you've mentored or trained others in the past, so don’t hold back on those details!
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’re considered for the role. Plus, it makes the process smoother for both of us!
How to prepare for a job interview at Michael Page
✨Know Your Numbers
As a Client Portfolio Manager, you'll need to demonstrate your expertise in accounts and tax. Brush up on key financial metrics and be ready to discuss how you've managed client portfolios in the past. This shows you’re not just familiar with the numbers but can also add value to clients.
✨Showcase Your Leadership Skills
Since this role involves managing teams, be prepared to share examples of how you've led and mentored others. Think about specific situations where you’ve successfully guided your team through challenges or helped them develop their skills.
✨Build Rapport with the Directors
The job description highlights working closely with the Directors. During the interview, make an effort to connect with them personally. Ask insightful questions about their vision for the firm and express your enthusiasm for being a key support in achieving that vision.
✨Prepare for Advisory Discussions
This role requires delivering added value through advisory and planning work. Be ready to discuss your approach to client relationships and how you’ve provided strategic advice in previous roles. Highlight any successful projects where your input made a significant difference.
