Thomas Emlyn Ltd
Client Manager
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Client Portfolio Manager
Thomas Emlyn Ltd | Remote (home-based, with occasional client/office visits) | Full-time | Competitive salary
About Thomas Emlyn
Thomas Emlyn is a specialist accountancy firm working exclusively with ambitious construction business owners. Our Virtual Finance Department gives clients everything a high-performing in-house finance team would, including bookkeeping, payroll, CIS, VAT, compliance, management reporting and strategic advice, without the cost of building one.
We help our clients improve margins, take control of cash flow, build the systems and processes they need to scale, and step back from the day-to-day so they can run their business as a CEO. Our service is premium, and we back it with a money-back guarantee.
The Role
As a Client Portfolio Manager, you'll own a portfolio of construction-sector clients and be their trusted point of contact. You'll build strong, long-term relationships, lead a capable support team, and make sure every client receives accurate, timely work and genuinely useful insight.
This is a role for someone who wants more than compliance. You'll sit down with business owners to talk about their goals, their numbers and how to grow, and you'll be supported to develop your advisory skills along the way.
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What you'll be doing
- Managing and developing relationships with a portfolio of construction business owners
- Leading and supporting the team beneath you, helping them grow and deliver to a high standard
- Coordinating workflows so that quality is maintained and everything is delivered comfortably ahead of deadlines
- Meeting with clients to review their financial performance, KPIs and progress towards their goals
- Advising clients on growth strategy, group structures, cash flow and profitability
- Contributing ideas to improve how we work, so that Thomas Emlyn keeps getting better as we grow
Where this role can take you
This role is designed for someone wanting to work closely with clients on the advisory side.
What we're looking for
- ACA or ACCA qualified (preferred), with post-qualification experience in practice
- Proven experience managing client relationships, with the confidence to build trust with business owners
- Very strong knowledge of accountancy compliance, including accounts, tax, VAT and CIS
- A solid grasp of cash flow cycles and the pressures they put on growing businesses
- The ability to interpret financial data, spot trends in margins and profitability, and explain them clearly to non-finance people
- Strong organisational skills and the ability to manage multiple clients, deadlines and priorities
- Comfortable with cloud accounting software, spreadsheets and remote working tools
- A collaborative, solutions-focused approach and a willingness to take ownership
- Within a reasonable distance to our location in Chelmsford.
Get help with your application
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Experience in delivering business advice isn't essential. We'll train you. Experience in the construction sector is a bonus but not required.
Why join us
You'll work closely with ambitious business owners, have a great team behind you, and be part of a growing firm where your ideas shape how we work. If you're a qualified accountant ready to take the next step towards an advisory career, we'd love to hear from you.
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