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Client Portfolio Manager
1 month ago
Job Summary:
We are seeking a highly skilled Client Portfolio Manager to join our team at Asset Workforce. As a Client Portfolio Manager, you will be responsible for managing client relationships, preparing financial reports, and ensuring compliance with accounting standards.
Key Responsibilities:
- Plan and manage client workloads using our team planner
- Liaise with the Office Manager to ensure timely completion of jobs and billing clients
- Communicate with clients to agree on timescales for receiving information
- Review client records for completeness before starting work
- Agree fees with clients in advance of commencing work
- Prepare financial reports, including bookkeeping, management accounts, and tax returns
- Provide administrative support to the team, including preparing letters and reports
- Be the main point of contact for clients within the portfolio
Requirements:
- Qualified or part-qualified (ACA or ACCA) with a strong understanding of accounting standards
- Proficient in Iris, Sage, Excel, and word processing skills
- Previous practice experience
- Full UK Right to Work
