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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, hybrid working, 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: Flexible hours, a culture of innovation, and room for growth.
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.
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 Weybridge employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountancy Client Manager in Weybridge
✨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
Prepare for those interviews by researching the company and its culture. Understand their tech-driven approach and think about how your experience aligns with their values. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills can help manage client relationships and lead teams effectively. A confident, clear presentation of your abilities can make all the difference in landing that dream job.
✨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 are proactive about their job search!
We think you need these skills to ace Accountancy Client Manager in Weybridge
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your Application: Make sure to tailor your application to the Accountancy Client Manager role. Highlight your relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and how it relates to the role. Avoid fluff – we want the good stuff!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Teemz Ltd
✨Know Your Numbers
Make sure you brush up on your financial knowledge and be ready to discuss key metrics relevant to the role. Understand the latest trends in accountancy and how they can impact client relationships.
✨Showcase Your Tech Savvy
Since this role values innovation and technology, be prepared to talk about any software or tools you've used that improved processes. Share specific examples of how you've embraced automation in your previous roles.
✨Client-Centric Mindset
Demonstrate your passion for delivering exceptional client experiences. Prepare anecdotes that highlight how you've built lasting relationships and provided strategic advice to clients in the past.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company's culture and growth. Inquire about their approach to embracing new technologies and how they support team development, as this aligns with the role's focus.