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Senior Client Manager

2 months ago

Waterlooville, Hampshire, United Kingdom Puro Accountancy Full time
About the Role

We are seeking a highly skilled and experienced Client Portfolio Manager to join our team at Puro Accountancy. As a key member of our team, you will be responsible for managing a large client portfolio, acting as the main point of contact for clients, and providing exceptional customer service.

Key Responsibilities
  • Manage a diverse client portfolio, including partnerships, sole traders, and limited companies
  • Assist with ad hoc queries and provide timely and accurate responses
  • Develop and grow new clients and opportunities through proactive outreach and relationship-building
  • Prepare and review statutory accounts, ensuring accuracy and compliance
  • Assist in delivering training to team members and the wider business, sharing knowledge and expertise
  • Manage bookkeeping, management accounts, and VAT return assignments, ensuring timely completion and accuracy
About You

We are looking for a highly skilled and experienced professional who possesses the following qualifications and characteristics:

  • Strong working knowledge of statutory accounts, management accounts, VAT, corporation tax, and personal tax
  • ACA/ACCA qualified with a minimum of 5 years of practice experience, including experience in a managerial position
  • Proven track record of leadership and the ability to inspire and motivate others
What We Offer

We offer a competitive salary, starting from £43k (subject to experience), and a range of benefits, including flexitime, hybrid working, and career progression opportunities.