At a Glance
- Tasks: Manage your own portfolio of SME clients and provide high-quality accounting services.
- Company: Join a supportive accountancy practice in Stevenage with a people-first culture.
- Benefits: Enjoy competitive salary, bonuses, 20 days holiday, and regular team socials.
- Other info: Modern cloud-based environment with clear progression opportunities.
- Why this job: Make a real impact while mentoring others and developing client relationships.
- Qualifications: Fully qualified accountant (ACA or ACCA) with experience managing client portfolios.
The predicted salary is between 39000 - 52000 £ per year.
Pomroy Associates is looking for an experienced Client Manager to join our growing accountancy practice in Stevenage, Hertfordshire. This is a key role where you’ll manage your own portfolio of SME clients, oversee the delivery of high-quality accounting and advisory services, and play an important part in developing and supporting our team.
You’ll be trusted to build strong client relationships, lead meetings, review work prepared by junior staff, and provide proactive advice that helps business owners make better decisions.
Key Responsibilities- Manage a portfolio of SME clients, acting as their main point of contact.
- Review bookkeeping, VAT returns, management accounts, and year-end accounts prepared by the team.
- Ensure all work is accurate, compliant, and delivered on time.
- Prepare and present management accounts and financial reports to clients.
- Lead client meetings and provide practical, value-adding advice.
- Mentor and support Semi-Seniors, Juniors, and Trainees.
- Work closely with Directors on advisory work and client development.
- Use cloud accounting tools including Xero, Dext, Syft, Apron, and Engager.
- A supportive, people-first culture where your contribution genuinely matters.
- Autonomy to manage your clients and workload with trust and flexibility.
- Clear progression opportunities as the firm continues to grow.
- A modern, cloud-based working environment — no outdated systems.
- Competitive salary with commission and bonus opportunities.
- Ongoing training, CPD, and mentoring.
- 20 days holiday plus bank holidays, your birthday off, and Christmas closure.
- Free on-site parking and regular team socials.
- Fully qualified accountant (ACA or ACCA).
- Proven experience managing a client portfolio within an accountancy practice.
- Strong technical knowledge of accounts and tax for SMEs.
- Confident leading client meetings and building long-term relationships.
- Experience reviewing work and mentoring junior staff.
- Excellent communication, organisation, and time management skills.
- Strong working knowledge of Xero and other cloud accounting tools.
If you're looking for a Client Manager role where you can combine technical excellence with real client impact - and be part of a friendly, ambitious team - we'd love to hear from you.
Benefits:- Additional leave
- Casual dress
- Free parking
- On-site parking
Client Manager in Stevenage employer: Pomeroy Associates
At Pomroy Associates, we pride ourselves on fostering a supportive, people-first culture where your contributions truly matter. As a Client Manager in our modern Stevenage office, you'll enjoy the autonomy to manage your own client portfolio while benefiting from clear progression opportunities, ongoing training, and a vibrant team atmosphere that includes regular socials and generous leave policies.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Stevenage
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accountancy field. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client management. Think about how you can showcase your experience with SME clients and your ability to lead meetings. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills with a portfolio! If you’ve got examples of your work, whether it’s reports, presentations, or successful client interactions, gather them together. This will help you stand out during interviews and demonstrate your expertise in managing client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Client Manager in Stevenage
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your experience managing SME clients and any relevant qualifications like ACA or ACCA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at Pomroy Associates. Share specific examples of how you've built client relationships and led teams in the past.
Show Off Your Technical Skills:Don’t forget to mention your experience with cloud accounting tools like Xero, Dext, and others. We love tech-savvy candidates who can hit the ground running, so make sure to showcase your expertise!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Pomeroy Associates
✨Know Your Numbers
As a Client Manager, you'll need to demonstrate your strong technical knowledge of accounts and tax for SMEs. Brush up on key financial concepts and be ready to discuss how you've applied them in your previous roles. This will show that you’re not just familiar with the numbers, but that you can also provide valuable insights.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is crucial, prepare examples of how you've successfully managed client portfolios in the past. Think about specific situations where you’ve led meetings or provided proactive advice that made a difference for your clients. This will highlight your ability to connect and communicate effectively.
✨Be Ready to Mentor
The role involves mentoring junior staff, so be prepared to discuss your experience in this area. Share examples of how you've supported and developed team members in the past. This will demonstrate your leadership skills and your commitment to fostering a collaborative work environment.
✨Familiarise Yourself with Cloud Tools
Since the job requires using cloud accounting tools like Xero, Dext, and others, make sure you’re comfortable discussing your experience with these platforms. If you have any tips or tricks for using them effectively, share those during the interview. It shows you're tech-savvy and ready to hit the ground running.
