Senior Portfolio Manager
2 months ago
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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