Manager, Client Manager, Portfolio Manager, Business Services Manager, Accounts Manager

Page Personnel; Exeter; Hybrid; GBP 38,000 - 48,000; Full time

Job summary

A reputable chartered accountancy firm in Exeter seeks a Client Manager to oversee accounts and tax services. The role involves managing client relationships, ensuring compliance, and providing strategic advisory. This position offers competitive salaries, flexible hours, and a clear progression path to Director/Partner level.

Benefits

Flexible hours

Competitive salaries and benefits

Clear progression path

Qualifications

• Qualifications such as AAT, ACA, ACCA, or CTA.
• Experience in accountancy practice at managerial levels.
• Comprehensive accounts and tax background.

Responsibilities

• Manage provision of accounts/tax services and oversee team.
• Build client relationships and ensure compliance.
• Lead advisory and planning projects.

Skills

Client management

Accounts knowledge

Tax skills

Education

AAT

ACA

ACCA

CTA

Job description

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Manager, Client Manager, Portfolio Manager, Business Services Manager, Accounts Manager, Exeter

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Client:

Page Personnel

Location:

Exeter, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

742e0e82ff27

Job Views:

9

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

• Client Manager to join a growing, chartered accountants in Exeter
• Managing provision of accounts/tax services & team management, with progression.

About Our Client

Based in Exeter, this chartered accountancy firm has a long-standing reputation and has experienced positive ongoing 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. Full or part-time, flexible hours, hybrid working, and competitive salaries and benefits are on offer, along with a clear progression path within this successful firm.

Job Description

Joining this firm as a Client Manager, you will bring your background as an all-round accounts and tax professional to service sole traders, partnerships, and limited company OMBs, SMEs with a hands-on approach. You will manage the full delivery and build client relationships, oversee compliance, and work with your team in review, mentoring, and training capacities. You will also lead on delivering added value, advisory, and planning work to clients. This role offers a career within the firm as a key support to the partners, with a pathway to Director/Partner level progression.

The Successful Applicant

You will hold qualifications such as AAT, ACA, ACCA, or CTA, with a career background in accountancy practice at managerial levels. Experience should include working in small, medium, or large independent firms or Top 50/Tier firms, with a comprehensive accounts and tax background, and a desire for career progression.

What's on Offer

Circa £38,000-£48,000 depending on experience, plus benefits. Please apply online. For a confidential discussion, contact Mark Bailey at 01179271452.