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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 £65,000 salary, flexible hours, 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 experience in practice.
- Other info: Embrace innovation and enjoy a culture that celebrates your impact.
The predicted salary is between 65000 - 65000 £ per year.
Accountancy Practice Client Manager Overview: 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 £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.
- A culture that recognises and celebrates your impact.
Interested? 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 in Guildford employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountancy Client Manager in Guildford
✨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 new opportunities. You never know who might have the inside scoop on a role that’s just perfect for you.
✨Tip Number 2
Get social! Follow companies you’re interested in on LinkedIn and engage with their posts. This not only shows your interest but also helps you stay updated on any job openings or company news.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to accountancy. Think about how you can showcase your tech-savvy mindset and client relationship skills during the conversation.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Accountancy Client Manager in Guildford
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 tell us why you're passionate about this position. Share specific examples of how you've delivered exceptional client experiences and embraced technology in your previous roles.
Showcase Your Tech Savvy: Since we're a tech-driven practice, mention any software or tools you've used that have improved processes or client interactions. This will show us you're aligned with our innovative culture.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Teemz Ltd
✨Know Your Numbers
As an Accountancy Client Manager, you’ll need to demonstrate your financial expertise. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This shows you're not just a number cruncher but a strategic advisor.
✨Showcase Your Tech Savvy
This role values innovation and technology. Be prepared to talk about the software and tools you've used in previous positions. Highlight any experience with automation or process improvement, as this will resonate well with the forward-thinking culture of the practice.
✨Client Relationship Focus
Since you'll be managing client relationships, think of examples where you've built strong connections with clients. Prepare to discuss how you’ve provided exceptional service and strategic advice, as this is crucial for the role.
✨Demonstrate Leadership Skills
You'll be leading a small team, so it's important to convey your leadership style. Share experiences where you've inspired or developed others, and be ready to discuss how you plan to foster a collaborative environment in the new role.