Client Portfolio Manager
1 week ago
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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