Client Services Director
2 weeks ago
We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at KD Recruitment Limited. As a key member of our accountancy practice, you will be responsible for managing a portfolio of clients across the region, providing exceptional service and support to ensure their accounting and tax needs are met.
Key Responsibilities- Manage a portfolio of clients, providing proactive and reactive support to ensure their accounting and tax needs are met.
- Delegate and assign work to junior team members, providing guidance and support to ensure they have the necessary skills and knowledge to perform their roles effectively.
- Review accounts prepared by other team members, providing constructive feedback and guidance to ensure high-quality work.
- Develop and maintain relationships with clients, providing exceptional service and support to ensure their needs are met.
- Work closely with companies, partnerships, and sole traders, providing expert advice and guidance on accounting and tax matters.
- Manage and develop junior accounts staff, providing training and development opportunities to ensure they have the necessary skills and knowledge to succeed in their roles.
- Act as a key point of contact for clients, providing timely and effective support to resolve any queries or issues they may have.
- Support clients with all aspects of accounting and tax, providing expert advice and guidance to ensure their needs are met.
- Develop relationships with external business contacts, providing opportunities for growth and development.
- ACA / ACCA qualified or qualified by experience.
- Previous experience within an accountancy practice.
- Knowledge of Xero, Quickbooks, Sage, or similar accounting software.
- Excellent communication and interpersonal skills.
KD Recruitment Limited is a growing accountancy practice with a strong focus on creating a positive office culture. We offer a range of enhanced benefits to our employees, including study support, volunteer days, and team-building activities. We are committed to employee wellbeing and celebrate the success of our colleagues regularly.
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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