Client Manager, Client Portfolio Manager, Accounts Manager

TN United Kingdom; Falmouth; On-site; GBP 38,000 - 48,000; Full time

Job summary

An established industry player in Falmouth seeks a Client Manager to enhance their growing chartered accountancy firm. This role offers a unique opportunity to manage client relationships, oversee compliance, and lead a dedicated team. With a focus on delivering exceptional advisory and planning services, you will play a pivotal role in the firm's success and growth. The position promises a clear career progression path, allowing you to develop professionally while contributing to a collaborative team environment. If you are passionate about accountancy and eager to make a significant impact, this role is perfect for you.

Qualifications

• Qualifications in AAT, ACA, ACCA, or CTA required.
• Experience in accountancy practice at managerial levels is essential.

Responsibilities

• Manage client relationships and oversee compliance.
• Lead team reviews, mentoring, and training.

Skills

Client Management

Accounting

Tax Advisory

Team Leadership

Education

AAT

ACA

ACCA

CTA

Job description

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Client:

Page Personnel

Location:

Falmouth, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

8261175e4ae2

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

1. Client Manager to join a growing, chartered accountants in Falmouth.
2. Managing clients, teams & growing this firm's service lines, with progression.

About Our Client

Based in Falmouth, this chartered accountancy firm has developed an excellent reputation and is experiencing positive growth. The firm's partners are looking for a key support who can lead the management and delivery of accounting/tax and wider services, add value to clients through advisory and planning projects, manage teams, and develop further business. The firm maintains a team-focused culture with long-serving staff. A progression path is available, offering career development within this successful firm.

Job Description

As a Client Manager based in Falmouth, you will bring a comprehensive background as an accounts and tax professional to service sole traders, partnerships, and limited company OMBs and SMEs. You will manage the full delivery of services, build client relationships, oversee compliance, and lead team review, mentoring, and training. Additionally, you will deliver added value through advisory and planning work and develop new business. This role offers an influential career path supporting the firm's partners and fostering professional growth.

The Successful Applicant

Applicants should hold qualifications such as AAT, ACA, ACCA, CTA, or have gained equivalent experience through a career in accountancy practice, reaching managerial levels. A broad background in accounts and tax within small, medium, or large firms is essential, along with a desire for career progression.

What's on Offer

Salary ranges from £38,000 to £48,000, depending on experience and qualifications, plus benefits. Negotiable.