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Client Manager
Southend-on-Sea
Up to £65,000

A top 20 accounting firm is looking for an experienced Client Portfolio Manager to join its Southend-on-Sea office. This is a client-facing role offering responsibility for a diverse portfolio of around 100-200 clients, ranging from micro entities and SMEs to property and investment businesses across a wide variety of sectors. You'll become a trusted adviser to your clients, combining technical expertise with commercial insight while leading client meetings, developing junior team members and helping to grow both client relationships and the wider business. With a clear pathway to Associate Director, this is an excellent opportunity for someone looking to take the next step into a more strategic leadership role.

Role Responsibilities

Manage a portfolio of approximately 100-200 clients, acting as their primary point of contact.Build long-term relationships by providing proactive business and tax advice.Advise clients on business growth, tax efficiency and future planning.Hold regular client meetings to review performance, discuss opportunities and set strategic objectives.Identify opportunities to expand services and strengthen existing client relationships.Take a commercial approach to portfolio development and business growth.Oversee the full client lifecycle, including quotations, engagement renewals, invoicing and payment arrangements.Review accounts and compliance work prepared by junior team members.Mentor, coach and support junior staff while working alongside an offshore bookkeeping team.Ensure work is completed to a high technical standard and within statutory deadlines.Report on portfolio performance and internal targets to the Directors.Contribute ideas to improve client service, processes and the overall growth of the business.

Personal Requirements

ACA or ACCA qualified.At least four years' experience within an accountancy practice.Previous experience managing your own client portfolio.Strong technical knowledge across accounts, tax and business advisory services.Confident leading client meetings and building lasting professional relationships.Commercially minded with the ability to identify opportunities for growth.Experience reviewing work and supporting the development of junior team members.Organised and capable of managing a busy and varied workload.Entrepreneurial mindset with a genuine passion for helping clients succeed.

Benefits

Company pension scheme.25 days annual leave plus bank holidays.Additional annual leave based on seniority.Option to purchase up to five additional days of annual leave (up to 30 days total).Business closure over the Christmas period (subject to business needs).Life assurance (4x annual salary).Enhanced family leave policies.Enhanced company sick pay.Employee Assistance Programme with 24/7 confidential support.Corporate discounts platform.Flexible benefits platform including optional critical illness cover, cash plan, cycle to work scheme, eye care and dental cover.

If you're an ambitious practice professional looking for a role that combines client ownership, commercial influence and genuine progression opportunities, apply today.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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