Client/portfolio Manager
3 weeks ago
Fantastic opportunity for an experienced Client or Portfolio Manager to join this leading and multi-site provincial firm of Accountants in this high visibility leadership role.
They are looking for someone with previous experience of working within a generalist firm in a multidisciplinary position with experience of providing support to their client base as the firm provide advisory services, accounts, taxation, and audit. Thiswill be a key role within the management team and will support the Partner directly.
This is a reputable generalist firm with a number of regional offices in the South East with a proactive approach to its service provision and prides itself on their client services and relationships. The client base is varied, and you will be responsiblefor providing technical and advisory support to a wide-ranging portfolio.
This is an exciting opportunity for an experienced qualified accountant who is looking to work within a professional team with wide ranging exposure to a varied and interesting client base.
You will be responsibilities for:
Managing your own profile of clients providing accounting services and advisory support
Reviewing of statutory and management accounts for LTD Cos, sole traders, partnerships, and some larger PLC’s
Tax advisory services including corporation tax, VAT, Director’s tax etc.
Servicing clients effectively, selling services and working to budget
Attending client meetings and annual accounts reviews
Managing, planning, and the workload for the portfolio and the team in a timely and effective manner
Mentoring and developing junior staff members
This is an ideal job opportunity for an ACCA/ACA Qualified accountant working in a public practice accountancy firm looking for a client facing and client management role. It is key that you have strong interpersonal skills and can demonstrate previous experiencein a similar working environment. They are a small and friendly team and need someone to work to support the Partner and at the same time be able to mentor and support the team.
For further information on this or indeed a broad selection of Practice opportunities then please do not hesitate to contact robin at Olivia-Ruella.
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Private Client Solicitor
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Private Client Solicitor
1 month ago
Chatham, United Kingdom G2 Legal Limited Full timeThis is an excellent opportunity for a Private Client Solicitor or Legal Executive to join a highly regarded firm in Chatham.You will be joining a successful and friendly private client team.You will manage your own caseload of private client matters including drafting Wills, estate management, LPAs and elderly client matters.If you are interested in this...
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Private Client Solicitor
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Private Client Solicitor
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Accounts Tax Manager
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Private Client Solicitor
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Chartered Surveyor
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Private Client Solicitor
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Top 30 Audit
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Logistics Operations Manager
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