At a Glance
- Tasks: Lead client relationships, review year-end financial statements, and prepare management accounts.
- Company: A tech-driven accountancy practice based in Weybridge, Surrey, focused on modern working methods.
- Benefits: Up to £65,000 salary, hybrid working, gym access, and 24 days holiday plus bank holidays.
- Other info: Work 3 days in the office and enjoy flexible hours.
- Why this job: Join a forward-thinking team where your voice matters and you can inspire business owners.
- Qualifications: ACA/ACCA qualified with over 5 years of post-qualification experience in practice.
The predicted salary is between 65000 - 65000 £ per year.
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.
Qualifications: 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.
Benefits:
- 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 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.
Locations
Accounting Manager - M&A in Guildford, Surrey employer: TEEMZ LTD
This modern accountancy practice in Weybridge offers a competitive salary and benefits like a state-of-the-art gym. The team values innovation and encourages exploring new software to enhance efficiency.
