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.
?Purpose of the Role
As a Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their
financial and business needs are met with precision and expertise. This is an exciting opportunity to leverage your accounting knowledge while deepening client relationships, contributing to the firm's growth, and playing a crucial role in the seamless delivery
of our services.
You will act as the primary contact for your portfolio, ensuring that all client engagements are handled efficiently and to the highest standards. This role requires a balance of strategic oversight and hands-on involvement, where you will take charge of
complex accounting tasks, oversee team performance, and contribute to the expansion of our client base. Your contribution will directly impact the success of our clients and the continued development of Monahans.
Key Responsibilities
Client Service
Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently.
Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialised attention.
People & Leadership
Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
Lead and motivate your team, creating an inclusive environment that upholds Monahans' values.
Act as a role model within the firm, exemplifying professionalism, integrity, and a client-centric approach in all interactions.
Business Development
Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities
Skills, Knowledge and Expertise
Proven experience managing a diverse client portfolio within an accounting or business advisory context.
Strong understanding of complex accounting and tax issues, with the ability to handle intricate client work.
Demonstrated ability to build and maintain strong client relationships, ensuring high levels of client satisfaction.
Experience leading and mentoring teams, with a track record of developing junior staff members.
Solid business development skills, with experience in identifying and capitalising on growth opportunities.
You may be the sort of person who is:
Client-Centric:
Dedicated to understanding client needs, delivering tailored solutions, and fostering strong, enduring relationships.
Leadership-Oriented:
Experienced in leading and mentoring teams, with a focus on developing talent and fostering an inclusive, high-performance culture.
Adaptable:
Skilled at navigating complex and changing environments, with the ability to manage multiple priorities effectively.
Solution-Focused:
A proactive problem solver, always seeking innovative ways to address client challenges and enhance service delivery.
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, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable
adjustment during our recruitment process, please inform us.