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Client Portfolio Manager
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Client Portfolio Manager
A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide-ranging industry clients across OMBs & SMEs ensuring a quality service across the review of year-end accounts, tax, and wider services, advising clients and developing business, managing teams, and working closely with the Partners as key support with a clear progression path on offer.
Client Details
Based in Exeter, this chartered accountancy firm has a long-standing reputation and has experienced positive ongoing growth. The firm's partners are looking for a key right-hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer, along with a clear progression path with a route to develop within this successful firm.
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Description
Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder in year-end accounts, tax, and general accountancy practice to service wide-ranging limited company OMBs and SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory, and planning work to clients. You will carve a career within this firm as key support to the firm's partners, carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.
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Profile
For this Client Portfolio Manager role, you will hold any of the AAT, ACA, ACCA, CTA qualifications, etc., with a career background developed with accountancy practice having developed to the managerial levels. You will have an all-around accounts/tax career background gained within any of small, medium/larger independent or Top 50, Top Tier accountancy firm environments as an all-round accounts/tax, etc., 'general accountancy practice' professional, and you will be seeking a move with a career progression path on offer.
Job Offer
Circa £42,000 - £55,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online, and for a further confidential discussion, please contact Mark Bailey on 01179271452 to find out more.
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