Senior Client Manager

About the Job:

Senior Client Manager / Client Manager - Qualified Accountant

About Monahans:

At Monahans, we’re dedicated to empowering businesses in the South West with expert accounting and business advisory services. With over 120 years of excellence and a network of offices across Wiltshire and Somerset, we combine tradition and innovation to help our clients thrive. When you join Monahans, you become part of a supportive team that values your growth and work-life balance. Enjoy diverse career opportunities, professional development, and a collaborative environment where your contributions truly make an impact. Come and join our dynamic and welcoming community!



Location:
Swindon (Hybrid working)

Purpose of the role:

Join our team as a Senior Client Manager/Client Manager and take your career to the next level! This is an incredible opportunity to work with a diverse range of clients and collaborate closely with a Partner/Director to provide exceptional, client-focused service.

Most of the clients in this portfolio are owner-managed businesses, heavily relying on the Client Manager for daily advice, financial transactions, and business development. This provides an excellent opportunity for a Client Manager to make a significant impact on the business and grow their expertise.

What you will be doing:

• Manage a diverse client portfolio across various industries, fostering strong client relationships.
• Oversee monthly/quarterly management account and provide business advisory support.
• Annual statutory account preparation and tax assignments.
• Handle complex accounts and tax issues, leveraging specialist skills and knowledge.
• Lead and organise team efforts, ensuring effective resource allocation.
• Collaborate with Managers, Partners/Directors, and other employees to exceed departmental objectives and client expectations.
• Provide coaching, support, and feedback to junior team members.
• Drive portfolio growth by generating new work from existing clients and developing relationships within the business community in which you work.

What you will need to be successful:

• ACA or ACCA qualified.
• Possess extensive experience in a client-facing role, adept at managing and growing a diverse portfolio.
• Demonstrate a successful track record of independently managing a portfolio of clients.
• Display leadership qualities with a proven ability to mentor and develop junior team members.
• Exhibit strong analytical and problem-solving skills, ensuring client needs are met with innovative solutions.
• Showcase excellent communication and interpersonal abilities, building lasting client relationships.
• Maintain a proactive approach to identifying opportunities for portfolio expansion and client growth.
  
  

Benefits:

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:

• Competitive salary with regular benchmarking and merit-based reviews.
• Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
• Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
• Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
• Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.

Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world.

We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion.



We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, gender reassignment (i.e. transgender status), pregnancy, maternity, race (which includes colour, nationality, and ethnic or national origin), religion or belief, disability, or age.

If you require a reasonable adjustment for any part of our recruitment process, please tell us.