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- Tasks: Manage client relationships and lead a dynamic accounting team in a tech-driven environment.
- Company: Forward-thinking accountancy practice based in Surrey with a modern culture.
- Benefits: Competitive salary, flexible hours, gym access, and 24 days holiday plus your birthday off.
- Why this job: Join a growing practice where your ideas shape the future and make a real impact.
- Qualifications: ACA/ACCA qualified with 5 years’ experience and a passion for client service.
- Other info: Embrace innovation and automation in a supportive, collaborative workplace.
The predicted salary is between 46800 - 78000 ÂŁ per year.
Accountancy Practice 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 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, and 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.
Client Manager - Accountancy Practice in Surrey employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Accountancy Practice in Surrey
✨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 but also in spirit!
✨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 in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with 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. Share specific examples of how you've used technology to improve processes or enhance client interactions in your previous roles.
Showcase Your Tech Savvy: Since we value innovation, mention any software or tools you’ve used that have helped streamline accounting processes. This will demonstrate your enthusiasm for embracing new technologies and improving efficiency.
Be Authentic: Let your personality shine through in your application. We’re looking for confident communicators who can build lasting relationships, so don’t hesitate to express your unique approach to client management and teamwork.
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 ready to discuss how you've managed client portfolios in the past. This will show your expertise and confidence.
✨Showcase Your Communication Skills
This role requires a confident communicator who can build lasting relationships with clients. Prepare examples of how you've effectively communicated complex financial information to clients or team members. Highlight your ability to adapt your communication style to different audiences.
✨Embrace Technology
Since the company values innovation and tech-savviness, come prepared to discuss any software or tools you've used to improve processes. Share specific instances where you championed technology to enhance client service or streamline operations.
✨Demonstrate Leadership Potential
As you'll be leading a small team, it's important to convey your leadership skills. Think of examples where you've inspired or guided others, whether in a professional setting or through mentoring. Show that you're not just a manager but a leader who can motivate and develop a team.
