Client Manager, Client Portfolio Manager, Accounts Manager

Page Personnel; Falmouth; On-site; GBP 38,000 - 48,000; Full time

Job summary

Join a reputable chartered accountancy firm in Falmouth as a Client Manager. You will handle client relationships, manage a team, and provide added value through advisory services, all while progressing in your career. Ideal for candidates with a strong background in accounts and tax, and relevant professional qualifications, this role offers excellent career development opportunities.

Qualifications

• Experience in accountancy practice with managerial responsibilities.
• Qualifications in AAT, ACA, ACCA, or CTA preferred.
• Broad background in accounts and tax is essential.

Responsibilities

• Manage the full delivery process and build client relationships.
• Oversee compliance and delivery while mentoring your team.
• Lead on advisory and planning work for clients.

Skills

Client Relationship Management

Team Management

Advisory Services

Education

AAT

ACA

ACCA

CTA

Job description

Social network you want to login/join with:

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Client:

Page Personnel

Location:

Falmouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8261175e4ae2

Job Views:

8

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

• Client Manager to join a growing, chartered accountants in Falmouth
• 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 undergoing very positive growth. The firm's partners are looking for a key right-hand support who can lead the management and delivery of accounting, tax, and wider services, along with adding value to clients through advisory and planning projects, managing teams, and developing further business. The firm has a clear team-focused ethos and culture with long-serving staff. A progression path is on offer, with opportunities for career development within this successful firm.

Job Description

Joining this firm as a Client Manager based in Falmouth, you will bring your background as an all-rounder accounts and tax professional to service sole traders, partnerships, and limited company OMBs, SMEs. You will manage the full delivery process and build client relationships. Alongside managing compliance and delivery, you will work with your team in review, mentoring, and training capacities. You will also lead on delivering added value, advisory, and planning work to clients, and develop further business. This role offers a career path within the firm, supporting the partners and establishing an influential role.

The Successful Applicant

For this Client Manager role, you will hold qualifications such as AAT, ACA, ACCA, CTA, or have developed your career through experience in accountancy practice, reaching managerial levels. You will have a broad background in accounts and tax within a small, medium, or large accounting firm, seeking a role with clear career progression opportunities.

What's on Offer

£38,000 - £48,000, depending on experience and qualifications, plus benefits, negotiable.