Senior Client Portfolio Manager
4 weeks ago
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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