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Client Portfolio Manager
3 weeks ago
THE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their own bespoke requirements. They are a forward-thinking practice incorporating technology on every level. From cloud accounting software, to their online portal, which allows clients to approve documentation electronically without resorting to snail mail. They have a wealth of qualified experience in their team which can provide a wide range of services both to help business start-ups to become successful as well as helping established businesses to grow and succeed. KEY RESPONSIBILITIES
- As Client Portfolio Manager you key responsibilities will include:
- Managing a portfolio of small to medium sized businesses, mostly limited companies
- You will manage a varied portfolio including industries such as retail, manufacturing, property companies, service companies and also some charities
- This is very much a client facing role which will also include answering calls and emails from clients amongst many other duties
- Offering tax planning and business advisory opportunities for clients
- Being the go-to contact for smaller clients – larger more complex clients tend to be managed by the partners but in partnership with the manager
- Reviewing draft accounts prepared by the assistants
- Preparing business tax computations
- Assisting junior members of the team
- Offering mentoring sessions – for example if a regular error is happening on jobs from a certain assistant, then offering a mentor session to explain the correct way of doing things
- Managing workflow
- Reviewing VAT returns prepared by the outsourcing team for your clients
- Offering cloud software support to your client list
- Reviewing self assessment tax returns for the business owners of your client list
- Identifying opportunities for developing social media awareness for the firm
- ACA/ ACCA qualified or equivalent
- Strong knowledge and practical experience of cloud accounting software – Xero ad Quickbooks experience advantageous
- Experience of Sage, IRIS – advantageous
- Experience of Managing, supporting and mentoring a team
- Current experience of reviewing the work of junior staff members
- Currently managing your own portfolio of clients as well as reviewing
- Ability to multi task, show casing the ability to stay calm under pressure
- Strong technical skills with ability to showcase your level of accuracy and attention to detail
- Excellent ‘soft’ skills including written and spoken communications
- Ability to meet strict deadlines within budget
- Proven experience of providing cloud accounting support to clients
- Ability to show case not only your managerial experience but also your leadership qualities
- Good academic history
- Opportunities for progression and Partner status
- Competitive salary
- Flexible working to fit around your work /life balance
- Modern and friendly working environment
- Convenient office location with easily accessible and free car parking nearby
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Client Portfolio Manager
1 month ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
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Client Portfolio Manager
3 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
2 days ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
1 month ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
3 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
1 month ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
3 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
2 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full time €60,000THE COMPANY Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with...
-
Client Portfolio Manager
2 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full time €60,000THE COMPANY Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with...
-
Client Portfolio Manager
1 month ago
Stafford, Staffordshire, United Kingdom Kenton Black Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
1 month ago
Stafford, Staffordshire, United Kingdom Kenton Black Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Accounts Manager, Client Portfolio Manager
2 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full time €60,000They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.
-
Accounts Manager, Client Portfolio Manager
2 weeks ago
Stafford, Staffordshire, United Kingdom Kenton Black Limited Full time €60,000They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.
-
Client Portfolio Manager
1 month ago
Stafford, United Kingdom Kenton Black Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
3 weeks ago
Stafford, United Kingdom Kenton Black Full timeTHE COMPANY Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner. Established more than 30 years, they have a large and loyal client base, each with their...
-
Client Portfolio Manager
3 weeks ago
Stafford, United Kingdom Kenton Black Full timeTHE COMPANYKenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.Established more than 30 years, they have a large and loyal client base, each with their own...
-
Client Portfolio Manager
1 month ago
Stafford, United Kingdom Kenton Black Full timeTHE COMPANYKenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.Established more than 30 years, they have a large and loyal client base, each with their own...
-
Client Portfolio Manager
2 days ago
Stafford, United Kingdom Kenton Black Limited Full timeTHE COMPANYKenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.Established more than 30 years, they have a large and loyal client base, each with their own...
-
Client Portfolio Manager
2 days ago
Stafford, United Kingdom Kenton Black Limited Full timeTHE COMPANYKenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.Established more than 30 years, they have a large and loyal client base, each with their own...
-
Client Portfolio Manager
1 month ago
Stafford, United Kingdom CareerBliss Full timeTHE COMPANYKenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.Established more than 30 years, they have a large and loyal client base, each with their own...