Client Portfolio Manager

2 weeks ago

Milton Keynes, Milton Keynes, United Kingdom Public Practice Recruitment Ltd Full time
Job Title: Client Manager

We are seeking a highly skilled and experienced Client Manager to join our team in Milton Keynes. As a Client Manager, you will be responsible for managing a client portfolio, overseeing junior team members, and working closely with Partners to ensure expectations, deadlines, and budgets are being met.

About the Role:
  • Manage a client portfolio, monitoring all commercial aspects of portfolio management
  • Oversee junior team members, including workflow management, reviewing work, and identifying training opportunities
  • Work hand-in-hand with Partners to ensure expectations, deadlines, and budgets are being met
  • Accelerate business development by scoping new service lines for your portfolio
  • Work closely across departments to ensure clients are benefiting from an all-encompassing service
  • Preparation and review of accounts files and support the tax planning process
  • Review processes and implement more efficient ways of service delivery
  • Set an example as a hands-on and supportive Manager
About Our Firm:

Our firm has an excellent reputation for providing a full-suite of accounting support to a varied portfolio across the UK. We are a dynamic and highly regarded firm, committed to fostering a supportive and educational working environment while championing career development.

Employee Benefits:
  • £40,000 to £50,000 pa.
  • Permanent, full-time role
  • Flexible and hybrid working options
  • Generous holiday allowance
  • Contributory pension scheme
  • Professional development opportunities
  • Positive and supportive company culture
The Successful Candidate:
  • ACA or ACCA qualified with demonstrable experience within practice
  • Proficient in using accountancy software
  • Technically competent across the Microsoft suite
  • A can-do attitude and a proactive approach to problem-solving
  • Highly organised and able to manage own workload effectively
  • Good communication and advisory skills
  • Confident working alongside senior management
  • Motivated and able to inspire others
  • Collaborative and creative
  • Strong business acumen

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