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- Tasks: Manage a diverse portfolio of SME clients and oversee their outsourcing needs.
- Company: Join a growing firm of chartered accountants with four offices in Surrey.
- Benefits: Enjoy a clear path to senior leadership and advisory exposure.
- Why this job: This role offers the chance to influence the firm's direction and develop professionally.
- Qualifications: Must be ACA/ACCA qualified with 5+ years in UK practice and management experience.
- Other info: Contact Richard Perrott for a confidential discussion about this exciting opportunity.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Client Accounts Manager looking to transition into a Director or long terms Partner Designate role at an established firm of chartered accountants? If you are seeking more advisory exposure and a clear path to senior leadership, this opportunity at an established 4 office Surrey firm, experienced strong growth may be perfect for you. We’re seeking a dynamic individual to join our client’s team as a full-time Outsourcing Accounts Manager or Director. This role offers the opportunity to take charge of a diverse portfolio of SME general practice clients, overseeing their outsourcing needs. Your Responsibilities: Manage a full portfolio of SME clients, overseeing outsourcing requirements. Proactively contribute to fee development and actively participate in networking and BD events. Supervise and review the team’s bookkeeping services, management accounts, and VAT services. Demonstrate strong IT skills with the ability to adapt to in-house systems. Client Base: The clientele spans various industries, including manufacturers, professional service firms, IT developers, property developers, hospitality businesses, and not-for-profit entities. Personal Attributes: Efficiently control your portfolio, from staff planning to WIP management and billing. Cultivate and strengthen client relationships, both existing and new. Showcase commercial awareness in fee development. Serve as the primary point of contact for client queries within your portfolio. Demonstrate proactive awareness of current legislation and compliance standards. Team Collaboration: Delegate tasks effectively and provide mentorship to the team. Offer constructive feedback to junior and senior team members. Manage the team, ensuring high work standards and progress monitoring. Skills and Experience: Personal Skills: Confident and articulate communicator. Previous experience in an accountancy practice is essential. Professional and well-presented. Patience in training colleagues. Your Experience: ACA/ACCA qualified with a minimum of 5 years of UK practice background to a supervisory level. Previous management experience of a UK team with 3 or more staff and a portfolio value of at least £300k. Commercial and proactive approach to client development. Has the right to work in the UK without Visa support Application: This role offers an exceptional opportunity to influence the direction of the firm and achieve new professional heights. For a confidential discussion or to learn more about this role, please contact Richard Perrott at 07706-577387 We encourage applications from those legally able to work in the UK without the requirement for sponsorship.
Client Portfolio Accounts Manager employer: Perrott Partners Recruitment Ltd
Contact Detail:
Perrott Partners Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Accounts Manager
✨Tip Number 1
Network actively within the accounting community. Attend industry events, seminars, and workshops to meet potential employers and learn about opportunities in firms like ours. Building relationships can often lead to job openings that aren't publicly advertised.
✨Tip Number 2
Showcase your leadership skills by taking on mentorship roles or leading projects in your current position. Highlight these experiences during interviews to demonstrate your readiness for a Director role.
✨Tip Number 3
Stay updated on the latest legislation and compliance standards relevant to the accounting industry. This knowledge will not only help you in interviews but also show your proactive approach to client management.
✨Tip Number 4
Prepare to discuss specific examples of how you've developed client relationships and contributed to fee growth in your previous roles. Being able to articulate your commercial awareness will set you apart from other candidates.
We think you need these skills to ace Client Portfolio Accounts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in account management, particularly in a UK practice. Emphasize your supervisory roles and any relevant achievements that demonstrate your ability to manage a diverse portfolio of clients.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for transitioning into a Director role. Discuss your proactive approach to client development and how your skills align with the responsibilities outlined in the job description.
Showcase Relevant Experience: In your application, provide specific examples of your previous management experience, particularly in overseeing teams and client portfolios. Highlight your commercial awareness and any successful fee development initiatives you've led.
Demonstrate Communication Skills: Since strong communication is key for this role, ensure your application reflects your ability to articulate ideas clearly. Consider including examples of how you've effectively communicated with clients and team members in past roles.
How to prepare for a job interview at Perrott Partners Recruitment Ltd
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing client portfolios, especially in an accountancy practice. Highlight specific examples where you've successfully overseen outsourcing needs and developed strong client relationships.
✨Demonstrate Your Leadership Abilities
Since the role involves supervising a team, share instances where you've effectively managed staff, delegated tasks, and provided mentorship. Emphasize your ability to maintain high work standards and monitor progress.
✨Highlight Your Commercial Awareness
Discuss your proactive approach to fee development and client growth. Be ready to provide examples of how you've contributed to business development and networking events in your previous roles.
✨Prepare for Technical Questions
Expect questions related to current legislation and compliance standards in the UK. Brush up on relevant IT skills and be ready to explain how you adapt to in-house systems, as this is crucial for managing client accounts effectively.
