Client Manager, Client Portfolio Manager

TN United Kingdom; Exmouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in Exmouth is seeking a Client Manager to oversee accounts and tax services while developing client relationships. The role offers clear career progression and requires ACA/ACCA qualification with experience in accountancy practices. Join a successful team and contribute to various advisory projects.

Benefits

Highly competitive salary

Attractive benefits package

Qualifications

• Experience in an accountancy practice.
• Skills in audit, accounts, tax, and general accountancy services.
• Progressed to managerial levels.

Responsibilities

• Lead and manage delivery of accounts and tax services.
• Develop client relationships and manage a diverse portfolio.
• Collaborate on advisory and planning projects.

Skills

Audit

Accounts

Tax

Education

ACA/ACCA qualification or equivalent

Job description

Job Description

Joining as Client Manager based in the Exmouth offices, you will have a clear opportunity to progress within this successful firm, working closely with one of the firm's Partners. Your responsibilities will include leading and managing the delivery of accounts, tax, and wider services to clients across various industries, developing client relationships, and managing a portfolio that involves reviewing accounts, disclosures, and audit files (audit experience is not mandatory as the client base can be focused on accounts and tax, depending on your background and expertise). You will possess a comprehensive skill set across accounts and tax and will collaborate with partners on wider advisory and planning projects, including corporate finance and other initiatives. This role offers the opportunity to progress and develop an influential position within the firm.

Candidate Profile

To be successful in this Client Manager role, you should be ACA/ACCA qualified or possess an equivalent qualification, with experience developed within an accountancy practice. Your skills should encompass audit, accounts, tax, and general accountancy services for a diverse range of clients, including sole traders, partnerships, and limited companies. You should have progressed to managerial levels and be seeking a role with clear career development prospects.

What We Offer

We offer a highly competitive and attractive salary and benefits package, negotiable based on experience and background. To apply, please submit your application online. For a confidential discussion, contact Mark Bailey at 01179 271452.