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

Page Personnel; Exeter; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading chartered accountancy firm in Exeter seeks an Advisory Senior Manager to lead advisory and planning projects in accounting and tax. The role offers a clear progression path and a competitive remuneration package influenced by experience. Ideal candidates will hold ACA, ACCA, or CTA qualifications with extensive managerial backgrounds.

Qualifications

• Strong managerial background in accountancy practices.
• Experience in delivering planning and advisory services.

Responsibilities

• Deliver advisory and planning project work across accounting and tax.
• Provide advice on business sales, mergers, and tax planning.

Skills

Advisory skills

Tax Planning

Business Sales Advice

Education

ACA / ACCA / CTA qualifications

Job description

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

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Client:

Page Personnel

Location:

Exeter, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

bd802f5ca05c

Job Views:

8

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

• Advisory Project and Planning work specialist to join an Exeter accountants.
• Working closely with the firms leadership group with progression.

About Our Client

With offices in Exeter this chartered accountancy firm offers a unique opportunity to join this business where you will have genuine opportunity to carve an influential role focused entirely on delivering wide ranging advisory and planning projects. The firm and role will have progression potential on offer alongside this and a highly competitive remuneration and benefits package.

Job Description

Based in the Exeter offices you will be joining as Advisory Senior Manager and you will work closely with partners delivering advisory and planning project work across both accounting and tax. Advisory work may cover delivering advice on business sales, mergers, tax planning across both personal and corporate tax, writing reports and delivering advice. A clear progression path is on offer as well, with a route to develop within this successful firm.

The Successful Applicant

For this Advisory Senior Manager role you will hold any of the ACA /ACCA/ CTA qualifications etc with a strong background in accountancy practice having developed your career to Managerial levels. You will have an all-around accounts/tax career background gained within any of small, medium or large tier accountancy firms, as an all-round general accountancy practice professional acting for wide ranging clients and will be very interested in the prospect to move away from managing compliance, to focus entirely on delivering planning work and advice.

What's on Offer

£50,000- circa £65,000 + 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.