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ACA Qualified Client Portfolio Accountant

Job in Verwood, Dorset County, BH31, England, UK
Listing for: ACCA Careers
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Accounting Manager, Financial Manager, Accounting & Finance
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 55000 - 60000 GBP Yearly GBP 55000.00 60000.00 YEAR
Job Description & How to Apply Below

We're seeking a highly organised Senior Manager to oversee our Accounting & Finance office in the Chartered Accountants. The ideal candidate will be ACA Qualified with several years experience of working in accountancy practice. You will have a desire to run your own practice within a 5 year period allowing the currently owner to sell up and retire.

Client Details

Our client is a successful firm of Chartered Accountants, operating in Dorset. They are a small practice known for the quality of their work and the portfolio of varied clients that they deal with. Working as part of a small team. The company is renowned for its commitment to excellence and an unparalleled level of service.

Description
  • Overseeing the daily operations of the Accounting & Finance department
  • Developing and implementing strategic financial plans
  • Collaborating with other departments to ensure financial goals align with company objectives
  • Ensuring financial compliance and adherence to regulations
  • Providing financial reports and interpreting financial information
  • Supervising, coaching, and developing team members
  • Utilising CCH software for accounting and financial management
  • Participating in critical business decisions as a member of the management team
  • Oversee and manage a portfolio of clients, ensuring their needs are met effectively and efficiently.
  • Lead and mentor a team within the Accounting & Finance department to achieve business objectives.
  • Ensure compliance with relevant regulations and standards within the Professional Services industry.
  • Prepare and review financial reports and statements for clients.
  • Develop and maintain strong client relationships, acting as their main point of contact.
  • Identify opportunities for business growth and provide strategic recommendations.
  • Collaborate with other departments to ensure seamless service delivery to clients.
  • Monitor and improve internal processes to enhance organisational efficiency.
A Successful Senior Manager Should Have
  • Degree in Accounting, Finance, or relevant field
  • Professional qualification ACA is essential
  • Proficiency in CCH software
  • Excellent leadership and team management skills
  • Strong analytical and decision-making skills
  • Deep understanding of financial trends both within the company and general market patterns
  • Excellent communication and presentation skills
  • Strong client management skills with a focus on delivering exceptional service.
  • Excellent organisational and leadership abilities to manage a team effectively.
  • Proven expertise in Accounting & Finance within the Professional Services industry.
  • Proficiency in financial reporting and regulatory compliance.
  • A proactive approach to identifying and capitalising on business opportunities.
Job Offer
  • A competitive salary in the range of £55,000 to £60,000
  • The opportunity to work in a pleasant office
  • Chance to purchase the practice within the next 5 years
  • Generous holiday leave
  • The chance to be a small dedicated team in the professional services industry
  • Must be ACA Qualified opposed to ACCA due to the practice being Chartered Accountancy Practice
  • Hybrid working arrangement for flexibility and work-life balance.
  • Permanent position within a supportive and collaborative team environment.
  • Opportunities for professional development and career progression.
  • Chance to work in the Dorset within a respected Professional Services organisation.

If you are an experienced Senior Manager looking for a rewarding opportunity in the Professional Services industry, apply now to join this successful and highly respected practice based Dorset!

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