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For Companies At a Glance
- Tasks: Manage client relationships and lead a team in a tech-driven accountancy practice.
- Company: Forward-thinking accountancy practice based in Surrey with a modern culture.
- Benefits: Up to ÂŁ65,000 salary, flexible hours, gym access, and 24 days holiday.
- Why this job: Join a dynamic team where your ideas shape the future of the business.
- Qualifications: ACA/ACCA qualified with 5+ years’ experience and strong communication skills.
- Other info: Embrace innovation and enjoy hybrid working in a supportive environment.
The predicted salary is between 52000 - 78000 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.
Client Manager Accountancy Practice employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountancy Practice
✨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 a Client Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Since this role is all about client relationships and innovation, think of examples from your past that showcase your skills in these areas. Show them you’re not just a fit on paper!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our innovative team. Plus, it gives you a chance to showcase your personality right from the start!
We think you need these skills to ace Client Manager Accountancy Practice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the 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.
Showcase Your Communication Skills: Since this role requires confident communication, make sure your application demonstrates your ability to connect with clients. Use clear and concise language, and don’t hesitate to share instances where you’ve successfully built lasting relationships.
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’re considered for this exciting opportunity in our forward-thinking practice.
How to prepare for a job interview at Teemz Ltd
✨Know Your Numbers
As a Client Manager in an accountancy practice, it's crucial to be well-versed in financial statements and tax returns. Brush up on your technical knowledge and be prepared to discuss specific examples of how you've managed client portfolios or led teams in the past.
✨Showcase Your Tech Savvy
This role values innovation and technology, so come ready to discuss any software or tools you've used to improve processes. Share examples of how you've embraced automation in your previous roles and how it benefited your clients.
✨Communicate with Confidence
Since this position requires strong communication skills, practice articulating your thoughts clearly. Be ready to demonstrate how you build relationships with clients and provide strategic advice, whether through phone calls, Zoom meetings, or face-to-face interactions.
✨Emphasise Your Organisational Skills
With multiple priorities to manage, it's essential to showcase your organisational abilities. Prepare to discuss how you prioritise tasks, meet deadlines, and ensure exceptional service delivery for your clients. Real-life examples will make your case stronger!
