Senior Portfolio Manager

2 months ago


East Ayton, North Yorkshire, United Kingdom KD Recruitment Limited Full time

Job Summary:

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at KD Recruitment Limited. As a Senior Portfolio Manager, you will be responsible for managing a portfolio of clients from across the region, providing exceptional client service and ensuring the delivery of high-quality accounting and tax services.

Key Responsibilities:

  • Manage a portfolio of clients, providing proactive and reactive support to meet their accounting and tax needs.
  • Delegate and assign work to junior team members, providing guidance and support to ensure successful project delivery.
  • Review accounts prepared by other team members, ensuring accuracy and quality.
  • Develop and maintain relationships with clients, understanding their business needs and providing tailored solutions.
  • Act as a key point of contact for clients, responding to queries and resolving issues in a timely and professional manner.
  • Support clients with all aspects of accounting and tax, providing expert advice and guidance.
  • Develop and maintain relationships with external business contacts, identifying new business opportunities and growing the professional network.

Requirements:

  • ACA / ACCA qualified or qualified by experience.
  • Previous experience within an Accountancy practice, with a strong understanding of accounting and tax principles.
  • Knowledge of Xero, Quickbooks, Sage, or similar accounting software.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

About the Company:

KD Recruitment Limited is a leading recruitment agency specializing in accounting and finance placements. We are committed to providing exceptional service to our clients and candidates, and we are seeking a talented and experienced Senior Portfolio Manager to join our team.

Benefits:

  • Hybrid working available after probation.
  • 25 days holiday + bank holidays, plus an additional 5 unpaid days off if required.
  • Study support if requested.
  • Death in Service.
  • Private Healthcare.


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