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For Companies At a Glance
- Tasks: Manage client relationships and lead a dynamic accounting team.
- Company: Forward-thinking, tech-driven accountancy practice in Surrey.
- Benefits: Up to ÂŁ65,000 salary, hybrid working, gym access, and 24 days holiday.
- Why this job: Join a modern practice where your ideas shape the future.
- Qualifications: ACA/ACCA qualified with 5+ years of experience.
- Other info: Flexible hours and a culture that celebrates your impact.
The predicted salary is between 65000 - 65000 ÂŁ per year.
This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice, the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
- Modern & Flexible Working: 3 days in the office (Tues–Thurs) for collaboration — work remotely the rest of the week.
- A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
- Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.
What You’ll Be Doing
- Managing a diverse portfolio of clients, acting as their go-to advisor and ensuring exceptional service delivery.
- Leading and coordinating the accounting and tax teams to meet key deadlines.
- Reviewing and finalising year-end financial statements and tax returns.
- Preparing and reviewing management accounts and self-assessment tax returns.
- Holding client meetings, offering strategic advice, and building lasting relationships.
- Getting involved in business reporting and monthly billing.
- Championing technology and exploring new software that helps the business work smarter.
What We’re Looking For
- ACA/ACCA qualified with 5+ years’ post-qualification experience in practice.
- Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
- Passion for delivering brilliant client experiences and offering practical, commercial advice.
- A tech-savvy mindset and enthusiasm for process improvement and automation.
- Strong organisational skills with the ability to manage multiple priorities.
What’s In It for You
- Competitive salary up to ÂŁ65,000 (depending on experience).
- Flexible hours and hybrid working.
- Access to a state-of-the-art gym and phone allowance.
- 24 days holiday + bank holidays + an extra day off for your birthday.
- Pension contribution.
- A culture that recognises and celebrates your impact.
If you’re ready to join a modern accountancy practice where your voice matters, hit “Apply” today and tell us why this role is the perfect next step in your career.
Accountancy Client Manager employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountancy Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their tech-driven approach and think about how your skills can contribute to their innovative environment. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! As a Client Manager, you'll need to be confident and clear when discussing financial insights with clients. Role-play with a friend or use video calls to get comfortable before the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Accountancy Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Accountancy Client Manager role. Highlight your ACA/ACCA qualifications and any relevant experience in managing client relationships and leading teams.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for delivering exceptional client experiences. Mention specific examples of how you've used technology to improve processes in your previous roles, as this aligns with our tech-driven approach.
Showcase Your Communication Skills: Since this role requires confident communication, make sure to demonstrate your ability to connect with clients. Use clear and concise language in your application, and consider mentioning instances where you've successfully built lasting client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures your application gets the attention it deserves. Plus, it’s a great way to show your enthusiasm for joining our innovative team!
How to prepare for a job interview at Teemz Ltd
✨Know Your Numbers
Make sure you brush up on your financial knowledge and be ready to discuss key metrics relevant to the role. Understand the latest trends in accountancy and how they can impact client relationships. This will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Tech Savvy
Since this role values innovation and technology, be prepared to discuss any software or tools you've used in previous roles. Highlight your experience with automation and how it has improved efficiency in your work. This will demonstrate that you align with the company's forward-thinking culture.
✨Prepare for Client Scenarios
Think of examples where you've successfully managed client relationships or resolved issues. Be ready to share specific instances where your strategic advice made a difference. This will illustrate your ability to inspire business owners and deliver exceptional service.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and team development. Inquire about their vision for the future and how you can contribute. This shows your enthusiasm for the role and your desire to be part of their growth journey.