At a Glance
- Tasks: Lead a team, manage client portfolios, and provide tailored financial advice.
- Company: Established chartered accountancy firm with a strong reputation.
- Benefits: Competitive salary, flexible working, generous holiday allowance, and career progression.
- Other info: Opportunity for remote work and a friendly, collaborative environment.
- Why this job: Join a supportive team and make a real impact on clients' financial success.
- Qualifications: ACA or ACCA qualified with 4+ years of experience.
The predicted salary is between 48000 - 54000 £ per year.
Location: Newton Abbott, Devon
Hours: 8.30am - 5pm, Monday - Friday
Salary: £48,000 - £54,000 Dependent on Experience
Holiday: 33 Days incl. Bank Holidays
Sector: Practice Accountancy, Senior Management
Our client is a well-established, trusted chartered accountancy and business advisory firm, giving clients confidence that their finances are in expert hands with years of proven experience. They deliver a full 360 range of services including tax planning, compliance, auditing, payroll, probate and strategic business advice. Meaning that clients can streamline all their financial needs through one reliable partner. With a proactive approach, they focus on understanding each client's goals and providing tailored, commercially focused advice that supports real business growth.
As a Senior Manager you'll be an essential leader of the Partner's team. Partnering with another Senior you'll undertake training of junior staff, all aspects of administration, client meeting management and be the last step before partner review. In return you'll be joining a team with strong work ethic, and a friendly working environment.
Position Duties
- Taking ownership of client portfolios, reviewing and ensuring accuracy, before Partner review.
- Building and maintaining strong client relationships, through providing commercially aware and business forward advice.
- In depth understanding of individual clients' needs, including Sole Traders, Limited Companies and Partnerships.
- Understand, handle and advise on enquiries thoroughly, professionally and in a timely manner.
- Undertake Business development activities, to support the firm's growth.
- Oversee fee reviews, billing and budgeting for the junior members of the team.
- Develop, support and educate junior colleagues, to ensure top level service to all clients, no matter who they speak with at the firm.
- Manage clients' meetings for the Partner, including diary management and attendance where required.
- Ensure working papers are standardized, for accuracy and compliance.
- Be thorough and accurate with compliance across the board.
Position Requirements
- ACA or ACCA Qualifications
- At least 4 years post qualification practice experience
- Candidate should be highly organised, with excellent time management skills
- Experience working with a range of clients, Sole Traders, Limited Companies and Partnerships
- Ability to engage with clients and colleagues at all levels
- Clear written and verbal communication, with clear telephone manner, and confidence in face-to-face meetings
- Proven track record of supportive and clear team management
- Ability to break down technical literature to ensure understanding
Position Remuneration
- Salary up to £54,000 Depending on experience
- Regular working hours 8.30 to 5pm, Monday to Friday with a 1-hour break
- Up to two days working from home after completion of probation period
- 25 Days of Annual Leave, plus 8 bank holidays
- Christmas Shut down, along with a gifted day on Christmas eve
- Life Assurance policy after 1 year of service
- Clear career progression, with a firm that prioritises career longevity for their staff
This is a rare opportunity to join a well established firm, who are seeking candidates to join and streamline their career to the top.
Senior Manager (Data Management and Training) in Newton Abbot employer: Streamline Search Limited
Join a well-established chartered accountancy and business advisory firm in Newton Abbott, where you will thrive in a supportive and friendly work environment. With a strong emphasis on employee growth, you will benefit from clear career progression opportunities, generous holiday allowances, and the flexibility of remote working after probation. This is an excellent opportunity to make a meaningful impact while enjoying a balanced work-life culture.
