Client Portfolio Manager

1 week ago


Oxford, Oxfordshire, United Kingdom Pro Talent Full time

About the Opportunity:

ProTalent Limited is a well-established boutique accountancy firm in Oxford, seeking a skilled Client Manager to join our team. As a Client Manager, you will be responsible for managing a portfolio of clients and providing exceptional service.

Job Description:

  • Develop and maintain strong relationships with clients.
  • Provide expert advice on accountancy and financial matters.
  • Prepare and review financial statements and reports.
  • Maintain accurate records and files.

Requirements:

  • Fully-qualified with experience in an accountancy practice.
  • Minimum 8 years' experience in practice (preferably currently working in practice).
  • Excellent verbal and written communication skills.
  • Able to judge priorities and make decisions quickly.
  • Familiar with accounting packages (Excel, TaxCalc, and Xero).
  • Experience of working with non-profit clients.
  • Able to work independently and start adding value to the team immediately.

Benefits:

  • Ongoing training and professional development opportunities.
  • A competitive salary and benefits package.
  • The chance to work with a diverse and loyal client base.

Estimated Salary: £55,000 - £75,000 per annum, depending on experience.



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