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, as part of the Sumer Group, offers an exceptional environment for aspiring bookkeepers in Swindon, where you can thrive in a supportive and inclusive culture. With a strong focus on professional development, you'll benefit from comprehensive training, mentorship, and the opportunity to work with diverse clients, ensuring a rewarding start to your career in accountancy. Join us to build a future you can be proud of, surrounded by a team that values enthusiasm and collaboration.
Contact Details:
Monahans, Part of the Sumer Group Recruitment Team
