Client Manager, Client Portfolio Manager

Page Personnel; Exmouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading chartered firm in Exmouth is seeking a Client Manager to oversee the delivery of accounting, tax, and advisory services. This role offers growth opportunities and the chance to work closely with partners, fostering long-term client relationships while navigating a diverse client base in a reputable firm.

Benefits

Flexible working arrangements

Competitive salary and benefits package

Qualifications

• Experience in accountancy practice required.
• Candidates should have reached managerial levels.
• Skills in audit, accounts, tax, and general practice services.

Responsibilities

• Managing the delivery of accounts, tax, and other services to clients.
• Developing client relationships across industries.
• Reviewing accounts, disclosures, and audit files.

Skills

Accounts

Tax

Audit

Client Relationship Management

Education

ACA/ACCA qualified or equivalent

Job description

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Client:

Page Personnel

Location:

Exmouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6cd1e9e4d458

Job Views:

7

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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

About Our Client

Based in Exmouth, this chartered firm serves a diverse range of clients across various industries, including industry sector OMBs, SMEs, and corporate clients with turnovers ranging from millions to £20-30 million for larger clients. You will work closely with one of the firm's partners, providing accounting, tax, and advisory services, building long-term relationships. The firm is experiencing ongoing growth and has a strong reputation, offering excellent opportunities for career progression. Flexible working arrangements, including a mix of remote and office work, are available.

Job Description

As a Client Manager based in Exmouth, you will have the opportunity to progress within the firm, working closely with a partner. Your responsibilities will include managing the delivery of accounts, tax, and other services to clients across various industries, developing client relationships, reviewing accounts, disclosures, and audit files (audit experience is not essential, as the client base can focus on accounts and tax depending on your background). You will possess a broad skill set in accounts and tax and collaborate with partners on advisory and planning projects, including corporate finance. This role offers a clear path for career development and influence within the firm.

The Successful Applicant

Applicants should be ACA/ACCA qualified or equivalent, with experience in accountancy practice. Skills in audit, accounts, tax, and general practice services across sole traders, partnerships, and limited companies are required. Candidates should have reached managerial levels and seek a role with opportunities for growth and career advancement.

What's on Offer

Competitive salary and benefits package, negotiable based on experience. To apply or for a confidential discussion, contact Mark Bailey at 01179 271452.