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ACA Qualified Client Portfolio Accountant

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Senior Manager - Accounting & Finance
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. 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.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
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.


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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 in Dorset!
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