Client Manager, Client Portfolio Manager, Accounts Manager
Client Manager, Client Portfolio Manager, Accounts Manager

Client Manager, Client Portfolio Manager, Accounts Manager

Wellington Full-Time 38000 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage accounts and tax services for a diverse client portfolio in a growing firm.
  • Company: Join a reputable chartered accountants firm based in Wellington, serving various industry clients.
  • Benefits: Enjoy flexible working hours, competitive salary, and a supportive team culture.
  • Why this job: This role offers career progression and the chance to make a real impact in a dynamic environment.
  • Qualifications: You need to be ACA/ACCA/CTA qualified with experience in accountancy practice.
  • Other info: Salary ranges from £38,000 to £48,000, depending on experience.

The predicted salary is between 38000 - 48000 £ per year.

Client Manager to join a growing, chartered accountants in Wellington. Managing provision of accounts/tax services & team management, with progression.

About Our Client

With offices in Wellington, this firm of chartered accountants is well established and reputable. They service a wide range of industry clients, from small sole traders and partnerships to clients with turnovers in the millions of pounds, including larger SMEs and OMBs. The firm offers flexible working hours, a team-focused culture, competitive salary, and benefits.

Job Description

As a Client Manager based in Wellington, you will manage the delivery of year-end accounts, tax, and other services to a diverse client portfolio, including sole traders, partnerships, and limited companies. You will liaise with clients, manage, develop, and support a junior team, and play an influential role in this growing firm, providing key support to partners and progressing your career.

The Successful Applicant

You will be ACA/ACCA/CTA qualified or equivalent, with experience in the accountancy practice sector, working with firms of various sizes. You will have developed technical skills in accounts and tax, and overall service delivery to a diverse client base. You should have reached a Client Manager level and seek a role where you can service clients, manage a team, and support partners.

What's on Offer

Salary circa £38,000 - £48,000, depending on experience, plus benefits.

For more details, please apply online or contact Mark Bailey at 01179271452 for a confidential discussion.

Client Manager, Client Portfolio Manager, Accounts Manager employer: Page Personnel

Join a well-established firm of chartered accountants in Wellington, where you will thrive in a supportive, team-focused culture that values flexibility and professional growth. With competitive salaries and a diverse client portfolio, this role as a Client Manager offers the opportunity to develop your skills while making a meaningful impact on clients' financial success. Embrace the chance to progress your career in a reputable firm that prioritises employee development and work-life balance.
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Contact Detail:

Page Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Manager, Client Portfolio Manager, Accounts Manager

✨Tip Number 1

Network with professionals in the accountancy sector, especially those who work in or have connections to chartered firms. Attend industry events or local meetups in Wellington to build relationships that could lead to referrals.

✨Tip Number 2

Research the firm thoroughly before your interview. Understand their client base and the services they offer, so you can discuss how your experience aligns with their needs and how you can contribute to their growth.

✨Tip Number 3

Prepare to showcase your leadership skills during the interview. Think of examples where you've successfully managed a team or improved service delivery, as this role involves supporting and developing junior staff.

✨Tip Number 4

Be ready to discuss your technical expertise in accounts and tax. Highlight specific challenges you've faced in previous roles and how you overcame them, demonstrating your problem-solving abilities and knowledge in the field.

We think you need these skills to ace Client Manager, Client Portfolio Manager, Accounts Manager

ACA/ACCA/CTA qualification or equivalent
Experience in accountancy practice sector
Technical skills in accounts and tax
Client relationship management
Team management and development
Service delivery to diverse client base
Strong communication skills
Problem-solving abilities
Attention to detail
Ability to work under pressure
Time management skills
Adaptability to changing client needs
Proficiency in accounting software
Understanding of financial regulations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ACA/ACCA/CTA qualifications and relevant experience in the accountancy practice sector. Emphasise your technical skills in accounts and tax, as well as your ability to manage a diverse client portfolio.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Client Manager. Discuss your experience in managing teams and delivering services to clients, and explain why you are a great fit for this growing firm.

Highlight Relevant Experience: In your application, be specific about your previous roles and responsibilities. Mention any experience you have with sole traders, partnerships, and limited companies, as well as your success in supporting partners and developing junior team members.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the accountancy field.

How to prepare for a job interview at Page Personnel

✨Know Your Numbers

As a Client Manager, you'll be dealing with accounts and tax services. Brush up on your technical skills and be prepared to discuss specific financial scenarios or case studies that demonstrate your expertise in managing diverse client portfolios.

✨Showcase Team Management Skills

Since the role involves managing and supporting a junior team, be ready to share examples of how you've successfully led teams in the past. Highlight your leadership style and how you foster a collaborative environment.

✨Understand the Firm's Client Base

Research the types of clients the firm services, from sole traders to larger SMEs. Be prepared to discuss how your experience aligns with their client base and how you can add value to their existing relationships.

✨Prepare Questions for the Interviewers

Interviews are a two-way street. Prepare insightful questions about the firm's culture, growth opportunities, and expectations for the Client Manager role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Client Manager, Client Portfolio Manager, Accounts Manager
Page Personnel
Location: Wellington
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  • Client Manager, Client Portfolio Manager, Accounts Manager

    Wellington
    Full-Time
    38000 - 48000 £ / year (est.)
  • P

    Page Personnel

    50-100
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