At a Glance
- Tasks: Manage client portfolios, lead teams, and provide strategic business advice.
- Company: Top 20 accountancy practice with a focus on growth and development.
- Benefits: Competitive salary, generous leave, pension scheme, and flexible benefits.
- Other info: Join a diverse team committed to inclusivity and professional growth.
- Why this job: Step into a leadership role with real impact and career progression.
- Qualifications: ACA or ACCA qualified with strong accountancy practice experience.
The predicted salary is between 60000 - 65000 £ per year.
An exciting opportunity has become available for an experienced Client Manager or Senior Manager to join a well-established and growing Top 20 accountancy practice. This is a key leadership role, offering the chance to manage an established client portfolio, lead a high-performing accounts team, and play an integral part in the continued growth and development of the business.
This position is ideal for an ambitious practice professional looking to step into a strategic role with genuine long-term career progression.
In this role, you'll be responsible for managing a portfolio of established SME clients while leading, mentoring and developing the accounts team. You'll provide trusted business advice, oversee compliance work, identify advisory opportunities and support the ongoing modernisation of the practice.
What you will be doing as a Client Manager or Senior Manager:
- Managing a portfolio of limited company clients, delivering proactive business advice and exceptional client service.
- Building strong, long-term client relationships and identifying opportunities to provide additional advisory services.
- Leading client assignments from planning through to completion, including statutory accounts, management accounts, corporation tax, personal tax and VAT returns.
- Providing tailored financial and commercial advice to support clients' business growth.
- Overseeing compliance deadlines across accounts, VAT, corporation tax, self-assessment and Companies House filings.
- Supporting Portfolio Managers with complex accounting and technical matters.
- Managing, mentoring and developing senior and junior team members through coaching, performance management and training.
- Advising clients on tax planning matters, including remuneration strategies, pensions and capital assets.
- Working closely with specialist tax teams and credit control to ensure a seamless client experience.
- Supporting the implementation of new technology, cloud accounting solutions and improved working practices.
- Leading process improvement and standardisation projects across the practice.
- Supporting business development activities, client onboarding and identifying opportunities for growth.
What you will need to succeed as a Client Manager or Senior Manager:
- ACA or ACCA qualification.
- Significant experience within an accountancy practice managing your own client portfolio.
- Strong technical knowledge across accounts preparation, corporation tax and VAT.
- Good understanding of personal tax.
- Excellent knowledge of FRS 102 reporting standards.
- Proven leadership experience, including managing, reviewing and developing team members.
- Excellent communication and relationship-building skills.
- A commercial mindset with the ability to identify opportunities to add value for clients.
- Experience using cloud accounting software, particularly Xero.
- Familiarity with accounting software such as Dext, CCH or similar would be advantageous.
- A proactive, organised and client-focused approach.
- A genuine passion for mentoring and developing others.
Why join this firm?
- Competitive salary.
- Company pension scheme.
- 25 days annual leave plus bank holidays.
- Additional annual leave with length of service and the option to purchase up to five extra days.
- Christmas office closure (subject to business requirements).
- Life assurance (4x salary).
- Enhanced family leave policies.
- Enhanced company sick pay.
- Employee Assistance Programme providing 24/7 confidential support.
- Employee discounts platform.
- Flexible benefits, including options for critical illness cover, health cash plan, cycle to work scheme, eye care and dental cover.
What next?
The client is keen to start interviewing NOW! So, if you are interested, please apply ASAP!
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Client Manager or Senior Manager in Bolton employer: Pro-Finance
Pro-Finance is an exceptional employer that values its employees by offering a supportive work culture and flexible hybrid working arrangements in the picturesque setting of Dumfries. With a strong focus on professional development, employees are encouraged to grow their skills through mentorship and leadership opportunities, making it an ideal place for those looking to advance their careers in accountancy while enjoying a balanced lifestyle.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager or Senior Manager in Bolton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pro-Finance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Manager or Senior Manager in Bolton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Finance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro-Finance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.