Client Portfolio Manager

2 weeks ago


Leeds, Leeds, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time
Unlock Your Potential as a Client Portfolio Manager

Levitate Recruitment, a leading Accountancy and Insolvency Recruitment Specialists, is partnering with a regional Accountancy Practice to find a talented Client Portfolio Manager.

About the Role:

  • Manage a diverse portfolio of clients across various industries, driving business growth and client satisfaction.
  • Oversee Audits, Accounts Preparation, and Tax assignments, ensuring seamless execution and high-quality results.
  • Collaborate with the Partner to set budgets, negotiate fees, and monitor billings, fostering strong relationships and driving business success.
  • Supervise, support, and train junior team members, promoting professional development and growth.
  • Develop and build your own portfolio, leveraging your expertise and industry knowledge to drive business expansion.

This Accountancy Practice is committed to nurturing future leaders, with a proven track record of promoting from within for those who demonstrate readiness for senior roles.

Requirements:

  • A minimum of 3 years of experience as a manager is essential, with a proven track record of success in client portfolio management.
  • Experience of running your own portfolio, with a strong understanding of client needs and market trends.
  • As our client is unable to provide sponsorship, you must have the right to work in the UK without the need for sponsorship.


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