Find a job 
Featured Companies 
Featured Universities 
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 ÂŁ65,000 salary, flexible hours, gym access, and 24 days holiday.
- Why this job: Join a modern firm where your ideas shape the future of accountancy.
- Qualifications: ACA/ACCA qualified with 5+ years’ experience and strong communication skills.
- Other info: Embrace innovation and enjoy a culture that celebrates your impact.
The predicted salary is between 65000 - 65000 ÂŁ 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 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 + 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 Firm in Weybridge employer: Teemz Ltd
Contact Detail:
Teemz Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Accountancy Firm 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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their tech-driven approach. Be ready to discuss how your experience aligns with their innovative mindset and how you can contribute to their growth.
✨Tip Number 3
Showcase your client management skills! During interviews, share specific examples of how you've built strong client relationships and delivered exceptional service. This will highlight your fit for the Client Manager role.
✨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 Client Manager - Accountancy Firm in Weybridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Manager. Highlight your ACA/ACCA qualifications and relevant experience in practice, showcasing how you can manage client relationships and lead teams effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering exceptional client experiences and your enthusiasm for technology and process improvement. Let us know why you're excited about this opportunity!
Showcase Your Communication Skills: As a confident communicator, it's important to demonstrate this in your application. Use clear and concise language, and don’t hesitate to share examples of how you've successfully built relationships with clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. 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 a Client Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them to drive client success in the past. This shows you’re not just about numbers but also about strategic insights.
✨Showcase Your Tech Savvy
This role values innovation and technology. Be prepared to talk about the software and tools you’ve used in previous roles. Highlight any experience with automation or process improvements that have made a difference in your work or for your clients.
✨Build Rapport
Client relationships are key in this position. Practice your communication skills and think of examples where you’ve successfully built long-lasting relationships with clients. Show that you can connect on a personal level while still being professional.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the company’s culture, their approach to client management, and how they embrace new technologies. This not only shows your interest but also helps you assess if the company is the right fit for you.