Client Portfolio Assistant Manager
Sumer
Date: 1 day ago
City: Bath, England
Contract type: Full time
Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.
As a Client Portfolio Assistant Manager at Monahans, you’ll play a key role in managing client relationships, overseeing accounts preparation, and ensuring high-quality service delivery. This role offers the opportunity to work closely with partners, support the development of junior team members, and contribute to the continued success of a leading accountancy firm.
Department Accounting Employment Type Permanent Location Bath Workplace type Hybrid
Key Responsibilities
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:
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, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us.
About Monahans
Monahans is now part of the Sumer Group, a top 20 accounting firm in the UK. Since joining over 18 months ago, we've doubled in size, and our growth trajectory shows no signs of slowing. As part of this dynamic group, we benefit from increased resources, enhanced opportunities, and a forward-thinking approach to client service. For you, this means unrivalled career progression and the chance to be part of something truly transformative.
With over 120 years of heritage and a network of offices across the South West, Monahans combines traditional values with innovative thinking to help businesses thrive. We pride ourselves on fostering a supportive environment where professional growth and work-life balance go hand in hand.
Apply Now
As a Client Portfolio Assistant Manager at Monahans, you’ll play a key role in managing client relationships, overseeing accounts preparation, and ensuring high-quality service delivery. This role offers the opportunity to work closely with partners, support the development of junior team members, and contribute to the continued success of a leading accountancy firm.
Department Accounting Employment Type Permanent Location Bath Workplace type Hybrid
Key Responsibilities
- Maintain a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
- Analyse, interpret and audit the range of data supplied by clients
- Produce draft year end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produce and ensuring clear cross referencing
- Complete basic tax computations
- Complete details schedules for each set of accounts to ensure the analysis is correct and logical as required
- Work with the partner to plan, manage and prioritise work, deadlines and requirements providing information for billing purposes
- Work as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences
- Ensure each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback
- Ensure work is conducted to the correct standard and accounts preparation is accurate and meaningful for the type of industry.
- AAT/ACA/ACCA qualified or qualified by experience
- Demonstrable experience preparing statutory accounts and corporate tax computations
- Strong analytical and problem-solving skills
- Ability to manage multiple clients and deadlines effectively
- Builds and maintains strong client relationships, ensuring clear communication and problem resolution
- Has a keen eye for detail, able to analyse and interpret financial data accurately
- Enjoys mentoring and supporting junior team members, providing guidance and constructive feedback
- Works collaboratively within a team, while also being able to manage your own workload efficiently
- Takes a proactive approach to planning and meeting deadlines, ensuring all work is completed to the highest standard
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.
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, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us.
About Monahans
Monahans is now part of the Sumer Group, a top 20 accounting firm in the UK. Since joining over 18 months ago, we've doubled in size, and our growth trajectory shows no signs of slowing. As part of this dynamic group, we benefit from increased resources, enhanced opportunities, and a forward-thinking approach to client service. For you, this means unrivalled career progression and the chance to be part of something truly transformative.
With over 120 years of heritage and a network of offices across the South West, Monahans combines traditional values with innovative thinking to help businesses thrive. We pride ourselves on fostering a supportive environment where professional growth and work-life balance go hand in hand.
Apply Now
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