At a Glance
- Tasks: Manage a diverse client portfolio, delivering top-notch accountancy and advisory services.
- Company: Join Monahans, a forward-thinking firm that values collaboration and inclusivity.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Embrace a culture of diversity and support throughout your career journey.
- Why this job: Make a real impact by helping clients achieve their goals while developing your leadership skills.
- Qualifications: ACA or ACCA qualified with experience in managing client portfolios.
The predicted salary is between 45000 - 55000 £ per year.
Description
As a Senior Client Portfolio Manager at Monahans, you will be responsible for managing a diverse portfolio of clients, providing proactive accountancy, tax, and business advisory services that help businesses and individuals achieve their goals.
Working closely with Partners and colleagues across the firm, you will build trusted client relationships, identify opportunities to add value, and ensure the highest standards of service delivery.
- Department
- Accounting
- Location
- Trowbridge
This is a senior client-facing role requiring strong commercial awareness, technical expertise, and leadership skills.
You will act as the primary point of contact for your portfolio, overseeing compliance work while delivering strategic advice and supporting the development of junior team members.
Key Responsibilities
- Manage a portfolio of clients, delivering high-quality accountancy, tax, and business advisory services.
- Build trusted client relationships and act as the primary point of contact, providing proactive commercial advice.
- Review accounts, tax returns, and compliance work, ensuring accuracy and regulatory compliance.
- Identify opportunities to add value through advisory services, tax planning, and business development.
- Lead, coach, and support junior team members, promoting their technical and professional development.
- Manage workflows, deadlines, and client expectations while maintaining exceptional standards of service.
Skills, Knowledge & Expertise
- ACA or ACCA qualified (or equivalent).
- Proven experience managing a client portfolio within an accountancy practice.
- Strong technical knowledge of accounts, tax, and UK compliance requirements.
- Excellent relationship-building and communication skills.
- Commercial awareness with the ability to identify advisory opportunities.
- Strong organisational, leadership, and coaching skills, with the ability to manage multiple priorities and develop team members.
- Belong @ Sumer
At Sumer, we know everyone’s journey is different.
That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work.
If you need any support during the hiring process, just let us know.
- Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
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Client Manager in Trowbridge employer: Monahans, Part of the Sumer Group
Monahans, part of the Sumer Group, is an excellent employer that fosters a collaborative and supportive work culture in Trowbridge. With a strong emphasis on professional development, employees are encouraged to grow their skills and advance their careers while working with a diverse client portfolio. The company offers competitive benefits and a dynamic environment where proactive guidance and high-quality service are at the forefront of its mission.
Contact Details:
Monahans, Part of the Sumer Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Trowbridge
✨Tap into Campus Networks
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We think you need these skills to ace Client Manager in Trowbridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Monahans, Part of the Sumer Group.
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How to prepare for a job interview at Monahans, Part of the Sumer Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Monahans, Part of the Sumer Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Monahans, Part of the Sumer Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Monahans, Part of the Sumer Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
