Client Manager, Portfolio Manager

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

Job summary

An established industry player in Exeter is seeking a Client Manager to lead client relationships and manage a growing team. This role offers the opportunity to oversee the delivery of accounting, tax, and advisory services to a diverse portfolio, ensuring high-quality service and value addition. With flexible working hours and a clear progression path, this position is ideal for someone looking to advance their career in a supportive environment. If you are ACA, ACCA, or CTA qualified and passionate about client service and team development, this is the perfect opportunity for you.

Qualifications

• Qualified ACA, ACCA, CTA or equivalent with experience in accountancy practice.
• Experience managing service delivery across accounts, tax, and general practice.

Responsibilities

• Oversee delivery of year-end accounts, tax, and advisory services.
• Manage and develop a junior team, contributing to firm growth.

Skills

Client Relationship Management

Team Leadership

Advisory Services

Tax Management

Education

ACA

ACCA

CTA

Job description

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Client:

Page Personnel

Location:

Exeter, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

60bf07857dc9

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

• Client Manager to join a growing, chartered accountants in Exeter.
• Managing client relationships, leading and mentoring teams with progression path.

About Our Client

Based in Exeter, this chartered accountancy firm is experiencing positive growth. The partners are looking for a key support role to lead the management and delivery of accounting, tax, and wider advisory services, adding value to clients through advisory and planning projects. Flexible working hours can be considered. A clear progression path is available for development within the firm.

Job Description

Joining as a Client Manager in Exeter, you will oversee the delivery of year-end accounts, tax, and advisory services to a diverse client portfolio. You will also manage, develop, and support a junior team, playing an influential role and contributing to the growth and development of the firm.

The Successful Applicant

You should be ACA, ACCA, CTA, or equivalent qualified, with experience in an accountancy practice. You will have managed service delivery across accounts, tax, and general practice, and be at or near the Client Manager level. You seek a role where you can service clients, add value, build relationships, and develop a team, with clear opportunities for progression.

What's on Offer

Salary circa £38,000 - £48,000, depending on experience, plus benefits. For confidential discussions, contact Mark Bailey at 01179271452.