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For Companies At a Glance
- Tasks: Manage client relationships and lead a team in a tech-driven accountancy practice.
- Company: Forward-thinking accountancy practice based in Surrey with a modern culture.
- Benefits: Up to £65,000 salary, hybrid working, gym access, and 24 days holiday.
- Why this job: Join a dynamic team where your ideas shape the future of the business.
- Qualifications: ACA/ACCA qualified with 5+ years experience and strong communication skills.
- Other info: Embrace innovation and enjoy a culture that celebrates your contributions.
The predicted salary is between 46800 - 78000 £ per year.
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.
Client Manager Accountancy Practice 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 Practice 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 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. Show them you’re not just another candidate, but someone who can inspire and drive results.
✨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 and engaged with our brand.
We think you need these skills to ace Client Manager Accountancy Practice in Weybridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match 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 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 could benefit our team. Let us know how you've championed process improvements in your past roles.
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
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 technology is shaping the industry, as this will show your passion for delivering brilliant client experiences.
✨Showcase Your Communication Skills
As a Client Manager, you'll need to communicate effectively with clients and your team. Prepare examples of how you've successfully managed client relationships in the past, whether through phone calls, Zoom meetings, or face-to-face interactions. This will demonstrate your confidence and ability to connect with clients.
✨Embrace Technology
Since the company values innovation and tech-savvy mindsets, be prepared to discuss any software or tools you've used that have improved processes in your previous roles. Highlight your enthusiasm for exploring new technologies that can help the business work smarter.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the company's approach to automation, their vision for growth, or how they support team development. Asking thoughtful questions shows your genuine interest in the role and the company culture.
