Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager

TN United Kingdom; Chard; On-site; GBP 48,000 - 58,000; Full time

Job summary

An established industry player in Chard is seeking a dynamic Client Manager to join their growing team. This role offers a unique opportunity to work within a reputable chartered accountancy firm, where you will manage client relationships and deliver comprehensive accounting and tax services. With a focus on career progression, you will play a key role in mentoring your team and providing valuable advisory services to clients. If you're ready to take the next step in your career and make a significant impact, this position is perfect for you.

Qualifications

• Strong background in accountancy practice with managerial experience.
• Experience with sole traders, partnerships, and limited companies.

Responsibilities

• Manage client relationships and deliver accounting and tax services.
• Lead a team in compliance, mentoring, and advisory work.

Skills

Client Relationship Management

Accounting and Tax Compliance

Advisory and Planning

Team Leadership

Education

AAT

ACA

ACCA

CTA

Job description

Social network you want to login/join with:

Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager, Chard

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Client:

Page Personnel

Location:

Chard, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

171dae14936c

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Client Manager to join a growing chartered accountants in Chard
• Key hire, due to growth with progression within a successful chartered firm.

About Our Client

Based in Chard this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm.

Job Description

Joining this firm as Client Manager based from their Chard offices, you will bring your background as an all-rounder accounts and tax accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with, managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.

The Successful Applicant

You will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

What's on Offer

£48,000- £58,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.