Client Portfolio Manager

Michael Page (UK); Chard; On-site; GBP 48,000 - 58,000; Full time

Job summary

A leading chartered accountancy firm in Chard is seeking a Client Manager to support their growth. This role involves managing accounting and tax services, building relationships with clients, and providing advisory support. The ideal candidate will have relevant qualifications and a strong background in accountancy practice, with clear paths for career progression offered within the firm.

Benefits

Career progression opportunities

Competitive salary package

Supportive team culture

Qualifications

• Strong background in accountancy practice.
• Experience at manager levels in accountancy.
• Qualification levels of AAT, ACA, ACCA, or CTA preferred.

Responsibilities

• Manage and deliver accounting/tax services.
• Build and maintain client relationships.
• Lead compliance and advisory projects with your team.

Skills

Client relationship management

Advisory services

Tax compliance

Accounting software proficiency

Education

AAT qualification

ACA qualification

ACCA qualification

CTA qualification

Job description

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

About Our Client

Based in Chard this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm.

Job Description

Joining this firm as Client Manager based from their Chard offices, you will bring your background as an all-rounder accounts and tax accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with, managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.

The Successful Applicant

You will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

What's on Offer

£48,000- £58,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.