At a Glance
- Tasks: Lead client relationships and inspire business owners with financial insights.
- Company: Forward-thinking, tech-driven accountancy practice in Surrey.
- Benefits: Up to £65,000 salary, flexible hours, gym access, and 24 days holiday.
- Other info: Hybrid working model with a focus on collaboration and technology.
- Why this job: Join a modern practice where your voice matters and make a real impact.
- Qualifications: ACA/ACCA qualified with 5+ years of experience in practice.
The predicted salary is between 65000 - 65000 £ per year.
Accountancy Practice Manager, Up to £65,000 Base Salary + Benefits + Hybrid Working, Weybridge, Surrey
Accountancy Practice Client Manager Overview
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.
Modern & Flexible Working: 3 days in the office (Tues Thurs) for collaboration work remotely the rest of the week.
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.
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.
Competitive salary up to £65,000 (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.
~ If youre 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.
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