client relationship manager jobs in Wimborne Minster

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

You will deliver a full range of sales and marketing approaches to drive sales including handling enquiries, developing the digital profile of the home and networking with the local community.

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

A reputable accounting firm is seeking an experienced Senior Tax Consultant in Wimborne Minster to manage a client portfolio and provide tailored tax compliance and advisory services. The ideal candidate will have at least two years of experience in personal tax and proficiency in tax software. This role offers excellent benefits and a commitment to professional growth within a supportive team...

A leading insurance firm in Poole is looking for a Commercial Account Executive to build and maintain relationships with clients. The role involves engaging with both small and large businesses to drive new business opportunities. Ideal candidates will have a strong background in client management, networking, and consultative sales. This position offers attractive benefits, including a...

You will be an accomplished finance leader who combines technical excellence with strong commercial judgement and leadership presence.

You must be ACA/ACCA Qualified with post qualification experience. - Statutory audit experience gained in a professional practice environment. - Experience of group audits and consolidated financial statements (desirable but not essential). - Full clean driving licence with access to a car (desirable but not essential).

You will be responsible for leading the end-to-end process, from initial client engagement and risk assessment through to system design, costing, and proposal delivery, while nurturing long-term relationships with key stakeholders across the construction and security sectors.

A well-established practice based near Wimborne is seeking an Audit Manager to lead audit engagements for diverse clients, ensuring compliance with regulatory standards. The ideal candidate will be ACA/ACCA qualified with at least 5 years of audit experience in an accountancy practice. This role involves mentoring teams, managing client relationships, and contributing to business development. The...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

You will deliver a full range of sales and marketing approaches to drive sales including handling enquiries, developing the digital profile of the home and networking with the local community.

A leading accountancy practice in Wimborne Minster is looking for an Accounts Senior / Client Services Manager. The role offers flexible working arrangements with hybrid options, requiring candidates with accountancy practice experience and CTA/ACCA/ACA qualifications. Responsibilities include managing a client portfolio, ensuring timely task completion, and maintaining regulatory standards. Join...

Job Description REED Practice are actively recruiting for an Audit Manager to work within a well established Practice near to Wimborne. The Audit Manager will work alongside a colleague to lead and manage audit engagements for a diverse portfolio of clients, ensuring compliance with regulatory standards and delivering high-quality service. This role involves supervising audit teams, maintaining...

Job Description REED Practice are working in partnership with an established and growing Accountancy Practice based near Ringwood. This is a unique role that offers growth potential, working with existing in demand SME business circa £30 million turnaround (Rather than larger corporate). This is a key role for an experience Corporate Tax Accountant looking to maximise existing knowledge and to...

A leading legal firm in Poole is seeking a Wills & Trust Probate Tax Manager to assist with tax reporting and provide technical tax advice. The ideal candidate should be ATT or CTA qualified with over 3 years PQE in Private Client Tax. This role offers significant autonomy and the chance to work within a dynamic team known for its supportive culture. Attractive benefits include a negotiable...

Job Description REED Accountancy and Finance are working in partnership with a leading Accountancy Practice in Ringwood, recruiting an Accounts Senior / Client Services Manager to work with existing clients: Our client is open to candidates who have worked on an Independent basis and would like to join a supportive team with autonomy in the role. Please see details below Accounts Senior /...