Senior Client Portfolio Manager

4 weeks ago


Weybridge, Surrey, United Kingdom Perrott Partners Recruitment Ltd Full time

Join a well-established and reputable firm of chartered accountants as a Senior Client Portfolio Manager. This client-facing role offers a promising pathway to Partnership within the organization.

The clientele includes a diverse range of corporate entities, local businesses, and high-net-worth individuals.

ROLE OVERVIEW

Your responsibilities will encompass managing a general practice portfolio valued at £250k. This includes overseeing year-end processes, management accounts, and high-level account production, along with personal and corporate tax responsibilities and in-house team supervision. Additionally, you will conduct reviews of offshore bookkeeping, which involves:

  • Preparation and evaluation of management accounts on a monthly and quarterly basis.
  • Development of monthly management reporting packs.
  • Creation and issuance of quotations, fixed-price agreements, and engagement letters.
  • Reviewing and amending terms of engagement as necessary, assessing and confirming any modifications to the scope of services and/or costs, ensuring all adjustments are documented and approved by the client.

CANDIDATE PROFILE

The ideal candidate will be an ambitious ACA/ACCA qualified professional with excellent client communication abilities. You should possess a minimum of 4-5 years of managerial experience within a practice environment, seeking a client-facing role in a supportive accounting firm that offers genuine partnership opportunities due to succession planning for a retiring senior member.

BENEFITS

  • Generous holiday entitlement.
  • Hybrid working model, with three days in the office supported by a collaborative management team.
  • Annual salary review.
  • Significant opportunities for career advancement.

EXPLORE THIS OPPORTUNITY

For further information, please reach out for a confidential discussion.



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