Senior Client Portfolio Manager

23 hours ago


Yorkshire and The Humber, United Kingdom KD Recruitment Limited Full time
Role Overview

We are seeking a Senior Client Portfolio Manager to join our client's successful Accountancy Practice in Scarborough. They offer a flexible work environment, prioritizing employee well-being and career progression.

The ideal candidate will have ACA / ACCA qualifications or equivalent experience, with knowledge of accounting software such as Xero, Quickbooks, or Sage.

Key Responsibilities:

  • Managing a portfolio of clients across the region
  • Delegating tasks to junior team members and reviewing their work
  • Supporting clients with accounting and tax services in a timely and cost-effective manner
  • Developing relationships with external contacts to expand professional networks

Benefits:

  • 25 days holiday plus bank holidays, with 5 additional unpaid days
  • Hybrid working, study support, volunteer days, and team building activities
  • Death in Service, Private Healthcare, and CPD subsidies
  • Referral schemes and team building opportunities

Estimated salary is around £45,000 - £60,000 per annum, depending on experience and qualifications.



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