At a Glance
- Tasks: Manage and grow a diverse portfolio of clients while leading a dynamic team.
- Company: Award-winning accountancy firm with a strong local presence and national connections.
- Benefits: Competitive salary, bonus potential, and flexible working arrangements.
- Other info: Collaborative environment with opportunities for professional growth and leadership.
- Why this job: Join a path to Partner in just 3-4 years and make a real impact.
- Qualifications: 5+ years PQE in practice with a strong general practice background.
The predicted salary is between 60000 - 80000 £ per year.
This role has been created due to succession planning and offers a genuine, planned path to Partner within approximately 3–4 years for the right candidate. It is ideal for a Senior Manager or Associate Director in general practice who feels ready for more and wants real influence in a growing group while maintaining a relationship‑driven local practice feel.
About the Firm: Award‑winning, regional accountancy and business advisory firm now part of a larger North West/national group. General practice and entrepreneurial OMBs are at the heart of our client base.
Responsibilities:
- Managing and growing a sizeable portfolio of OMB and corporate clients.
- Overseeing accounts, tax, and associated advisory work.
- Working directly with business owners on structuring, tax planning, forecasting, profit improvement and succession.
- Acting as a key commercial sounding board for clients.
- Leading, coaching and reviewing the work of managers and seniors.
- Helping shape resourcing, training and quality control.
- Preparing and presenting proposals.
- Attending and leading pitches and new business meetings alongside Partners and senior leadership.
- Identifying opportunities within your portfolio and the wider local market.
Qualifications:
- c. 5+ years PQE in practice.
- Strong background in general practice: accounts, corporate/owner‑managed tax, and advisory.
- Proven track record managing a portfolio and a team.
- Commercially aware, comfortable discussing fees, scope and value with clients.
- Enjoys being client‑facing and building long‑term relationships.
- Hands‑on enough to roll sleeves up when needed, but comfortable delegating and developing others.
- Ambitious, but grounded and collaborative – someone who can slot into an existing leadership team and be seen as a future Partner.
- Open to candidates from Top 20, strong regional or quality independent firms.
- Experience with OMBs and SMEs is essential; larger/complex clients are a bonus.
Benefits:
- Competitive package including bonus potential and flexible working.
- Defined succession planning route to Partner, targeted over the next 3–4 years.
Senior Manager / Associate Director in Liverpool employer: Vaisto Recruitment
Join an award-winning regional accountancy and business advisory firm that prioritises employee growth and offers a clear path to Partner within 3–4 years. With a focus on maintaining a relationship-driven local practice feel, you will benefit from a competitive package, flexible working arrangements, and the opportunity to lead and develop a talented team while working closely with entrepreneurial clients. Our supportive work culture fosters collaboration and ambition, making it an excellent place for professionals looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager / Associate Director in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to managing portfolios and client relationships. We recommend role-playing with a friend or using mock interview platforms to boost your confidence. Remember, it’s all about showcasing your experience and how you can add value!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that fit your skills and ambitions. Tailor your approach to show why you’re the perfect fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and highlight any key points from your conversation that showcase your fit for the position.
We think you need these skills to ace Senior Manager / Associate Director in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Manager/Associate Director role. Highlight your background in general practice, client management, and any relevant achievements that showcase your readiness for a leadership position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for the role and the firm. Mention how your experience with OMBs and SMEs makes you a perfect fit, and don’t forget to show your enthusiasm for the planned path to Partner.
Showcase Your Leadership Skills:Since this role involves leading and coaching others, make sure to highlight your leadership experiences. Share examples of how you've managed teams, improved processes, or mentored colleagues to demonstrate your capability to step into a senior role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Vaisto Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to accounts, tax, and advisory work. Be ready to discuss your experience managing portfolios and how you've added value to clients in the past. This role is all about influence, so show them you know your stuff!
✨Showcase Your Leadership Skills
Since this position involves leading and coaching a team, be prepared to share examples of how you've successfully managed and developed others. Talk about your approach to mentoring and how you ensure quality control within your team.
✨Be Client-Focused
This role is very client-facing, so demonstrate your ability to build long-term relationships. Share stories about how you've acted as a commercial sounding board for clients and helped them with tax planning or profit improvement. They want to see that you can connect with business owners.
✨Prepare for Proposals and Pitches
Since you'll be attending and leading pitches, practice presenting proposals clearly and confidently. Think about how you can identify opportunities within your portfolio and the local market, and be ready to discuss these ideas during the interview. Show them you're proactive and ready to contribute!
