Accounts Manager

Dundee, Edinburgh, Borders, Penrith

Meraki Talent are supporting their client with an appointment of 2 Client Managers across Dundee, Edinburgh, Scottish Borders, and Penrith.

The Role

The Client Manager will take responsibility for managing client relationships and overseeing client accounts, providing bespoke financial advice tailored to each client’s needs. This role goes beyond account management, as the successful candidate will become a trusted advisor, helping clients achieve their financial objectives with expert guidance.

Why Apply?

The firm offers a supportive environment focused on both personal and professional development. Continuous learning opportunities, career progression, and access to the latest technology are integral to their culture. New employees will be part of a team that values growth, collaboration, and innovation, with ongoing training to stay at the forefront of the industry.

Benefits

• 35 hours per week – Monday to Friday
• Competitive salary
• 33 days annual leave, increasing after 3 and 5 years of service
• Pension scheme - minimum 5% employer contribution
• Life insurance (4x annual salary)
• 2 days of paid volunteering time
• Private medical cover
• Income protection
• Enhanced maternity pay
• Continuous development and career progression opportunities
• A vibrant work culture with regular social events

The Company

This dynamic accountancy firm has been providing tailored financial solutions to SMEs for over 20 years, helping drive success and growth. Expanding from a single office to 11 locations, the firm is committed to maintaining its high standards of excellence. They are now seeking an experienced Client Manager to join their team and contribute to their continued growth and success.

Key Responsibilities

• Client Relationship Management: Managing portfolio of clients
• Collaboration: Build strong client relationships internally & externally
• Advisory duties: offering tailored financial advice and solutions)
• Overseeing compliance and work review: year-end accounting, tax returns, developing and mentoring juniors

Ideal Candidate Profile

• Experience: prior experience in a similar role within an accountancy practice, with a solid understanding of accounting principles.
• Qualifications: The role is suited to individuals who are fully or part-qualified in a relevant professional accountancy qualification or QBE. Support for completing qualifications is available if required.
• Communication Skills: The successful candidate will have excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.
• Team Player: The ideal candidate will thrive in a collaborative environment, working closely with colleagues to meet deadlines and share knowledge.

To Apply

For full information and a confidential chat please submit your CV or contact Marija at Meraki Talent.