At a Glance
- Tasks: Lead client relationships and review year-end financial statements and tax returns.
- Company: A tech-driven accountancy practice located in Weybridge, Surrey.
- Benefits: Up to £65,000 salary, hybrid working, and access to a state-of-the-art gym.
- Other info: Flexible hours with 24 days holiday plus an extra day off for your birthday.
- Why this job: Join a modern practice where your voice matters and influence business owners.
- Qualifications: ACA/ACCA qualified with 5+ years 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
Group Accounting Manager in Guildford, Surrey employer: TEEMZ LTD
This forward-thinking accountancy practice in Weybridge offers a competitive salary and flexible working arrangements. The team values technology and innovation, ensuring a modern approach to accountancy. Employees enjoy access to a state-of-the-art gym and a supportive environment for professional growth.
