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- Tasks: Manage client accounts, deliver tax services, and build strong client relationships.
- Company: Growing accountancy firm in Brixham with a supportive culture.
- Benefits: Competitive salary, clear progression path, and attractive benefits.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: AAT, ACA, ACCA, or CTA qualifications with managerial experience in accountancy.
- Other info: Exciting career growth opportunities in a leading firm.
The predicted salary is between 45000 - 55000 £ per year.
Client Portfolio Manager to join a growing accountancy firm in Brixham. Key support to Directors delivering accounts/tax and developing clients.
About Our Client: Based in Brixham, this accountancy firm is undergoing positive growth and the firm's 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.
Job Description: 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 firm's partners carving an influential role and career within this leading firm.
The Successful Applicant: 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.
What's 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 Manager, Client Portfolio Manager, Accounts and Tax Manager in Brixham employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager, Client Portfolio Manager, Accounts and Tax 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 a foot in the door.
✨Tip Number 2
Prepare for the interview by researching the firm’s recent projects and values. Show them you’re not just another candidate; you’re genuinely interested in their growth and how you can contribute to it.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with their needs, especially in managing client relationships and delivering value. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
We think you need these skills to ace Client Manager, Client Portfolio Manager, Accounts and Tax 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 background in accounts and tax, and don’t forget to mention any managerial experience you've had!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this growing accountancy firm. Share specific examples of how you've added value to clients in previous roles.
Showcase Your Qualifications: Don’t just list your qualifications; explain how they’ve prepared you for this role. Whether it's AAT, ACA, ACCA, or CTA, let us know how your education has shaped your career in accountancy.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with a clear progression path!
How to prepare for a job interview at Page Personnel
✨Know Your Numbers
Brush up on your accounting and tax knowledge before the interview. Be prepared to discuss specific cases or scenarios where you've successfully managed client portfolios or delivered advisory services. This shows you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Relationship Skills
Think of examples where you've built strong relationships with clients. During the interview, share stories that highlight your ability to understand client needs and provide tailored solutions. This will demonstrate your value as a key support to the firm's directors.
✨Prepare for Team Dynamics
Since this role involves mentoring and training, be ready to discuss your experience in leading teams. Talk about how you've supported colleagues in their development and how you approach teamwork. This will show that you can contribute positively to the firm’s culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans and how you can contribute to them. This not only shows your interest in the role but also your proactive mindset. It’s a great way to demonstrate that you’re looking to add value right from the start.
