Oversees a client portfolio and leads a team across accountancy, trust and corporate services.
Manager – ACCA / ACA
CM Partners is a medium-sized, independent Chartered Accountancy practice based in Douglas, Isle of Man, providing tailored financial and accounting solutions to Isle of Man and international clients.
CM Trust is a fiduciary service provider licensed by the Isle of Man Financial Services Authority, offering trust and company services to clients globally.
Role Overview
This role is ideal for an experienced and motivated Manager to oversee a portfolio of clients while leading a small team. Reporting directly to a director, this role combines client relationship management, technical oversight, team leadership, and compliance responsibilities within both our accountancy practice and trust and corporate service provider business.
Key Responsibilities
Client Management & Service Delivery
- Manage an assigned portfolio of clients, acting as the primary point of contact
- Oversee all client engagements, ensuring a high standard of service delivery
- Provide proactive, client-facing support across accountancy and trust services
- Ensure the timely preparation and review of financial statements
- Oversee taxation and VAT returns, ensuring accuracy and compliance
Team Leadership & Development
- Supervise and manage a team.
- Allocate and coordinate work effectively across the team
- Review and sign off on work completed by junior staff
- Provide ongoing coaching, technical guidance, and support
- Conduct performance appraisals and bi-monthly reviews
- Maintain regular and effective communication with the Director
- Escalate key matters and seek guidance on complex client issues
- Collaborate across internal teams to support service delivery
Operational & Technical Oversight
- Administer a varied portfolio of companies across different industries and structures
- Ensure all work meets regulatory, professional, and internal quality standards
- Participate in internal planning meetings to ensure client service requirements are met
Compliance & Risk Management
- Ensure all clients adhere to the firm’s compliance procedures
- Work closely with the Compliance team to maintain up-to-date due diligence and KYC documentation
- Identify and escalate any compliance or risk-related issues as required
Business Development & Networking
- Build and maintain relationships with external professionals, including bankers, lawyers, tax advisors, and investment specialists
- Attend networking events to support business development initiatives
- Always act as a professional representative of the firm
Minimum Education and Experience
- Qualified ACCA / ACA with a minimum of 2 years post qualification experience
- Experience of managing / supervising staff.
- Experience working in a training practice would be beneficial.
Required Skills
- Strong experience in accountancy, trust services, or a related professional services environment
- Proven ability to manage client relationships and deliver high-quality service
- Demonstrated experience leading and developing teams
- Sound technical knowledge of financial reporting, taxation, and VAT
- Strong organisational, communication, and problem-solving skills
- High level of professionalism and attention to detail
Training & Development
- In-house Management Training Programme
- External management and leadership training following successful completion of the probation period
- Ongoing professional development tailored to individual skills and aptitudes
Additional Information
In addition, all our team members are expected to be committed to our core values:
- Trust
- Service
- Expertise
- Efficiency
Our Commitment to Diversity
We are committed to fostering an inclusive and diverse workplace where individuals feel valued and respected.
Salary & Benefits
Our salary and benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.
Contract Hours
Monday to Thursday 8.30am to 5.15pm
Friday 9am to 2pm
Contact
For further information or to apply for the above position, please contact




