Client Manager, Client Portfolio Manager, Accounts Manager

TN United Kingdom; Wells; On-site; GBP 38,000 - 50,000; Full time

Job summary

An established industry player in accountancy is seeking a Client Manager to join their successful practice in Wells. This role offers an exciting opportunity to manage a diverse portfolio of clients, providing essential accounting, tax, and advisory services. As a key addition to the team, you will collaborate closely with directors and oversee compliance projects, contributing significantly to the firm's growth. With flexible hours and a competitive salary, this position is perfect for professionals looking to advance their careers in a supportive environment.

Qualifications

• ACA/ACCA/CTA qualified with a strong background in accountancy practice.
• Experience managing client portfolios and delivering advisory services.

Responsibilities

• Manage a portfolio and develop relationships with clients.
• Oversee compliance and advisory projects while supporting directors.

Skills

Accountancy

Tax Compliance

Audit

Client Relationship Management

Education

ACA Qualification

ACCA Qualification

CTA Qualification

Job description

Social network you want to login/join with:

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Client:

Page Personnel

Location:

Wells, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

0dc414da8979

Job Views:

2

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Client Manager to join a successful accountancy practice based in Wells
• Supporting directors as a key support and carving a career within a growing firm

About Our Client

This successful accountancy practice based in Wells acts for a wide range of industry clients, from entrepreneurial start-ups, sole traders, partnerships, and a significant proportion of OMBs and SMEs, varying in size, location, and industry sectors. Flexible hours, part- and full-time hours can be accommodated, along with an attractive salary and benefits.

Job Description

Joining this firm as a Client Manager, you will manage a portfolio, develop relationships with clients, and deliver accounting, tax, compliance, and advisory services to a varied client base. You will oversee the wider team, manage compliance and advisory projects, and support the firm's directors, carving a career within this successful firm of accountants as a key addition.

The Successful Applicant

You will hold ACA / ACCA / CTA qualification, with a strong background in accountancy practice, having progressed to the Client Manager level. You will possess skills across accounts, tax, audit, etc. You may be a professional based in Somerset, from a small, medium, or large firm, or seeking to relocate to the region for a long-term career and lifestyle move, looking for a challenging opportunity at this level.

What's on Offer

£38,000 - £50,000, dependent on experience and qualifications, plus benefits, negotiable. Please apply online. For a confidential discussion, contact Mark Bailey at 01179 271452 to find out more.