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Client Portfolio Manager

4 weeks ago

York, York City, United Kingdom Castle Employment Full time
Job Opportunity

We are seeking a highly skilled Client Manager to join our team at Castle Employment. As a Client Manager, you will be responsible for managing client portfolios, preparing financial statements, and providing tax advisories. This is a fantastic opportunity to advance your career in a forward-thinking people-centric Accountancy Practice.

Key Responsibilities:

  • Manage client portfolios, including account preparation and tax advisories
  • Build and maintain positive relationships with clients and colleagues
  • Control department WIP and ensure compliance with reporting deadlines
  • Deliver high-quality financial information and respond to client and third-party queries

Requirements:

  • Previous experience in an accountancy practice environment
  • AAT qualification with experience or ACCA/ACA qualification
  • Positive and supportive approach to managing junior members of staff
  • Proven ability to build positive relationships with clients and colleagues
  • Strong problem-solving skills and effective written and verbal communication

What We Offer:

  • A competitive salary, reaching up to £45,000 based on experience
  • A range of excellent benefits, including flexible working arrangements and employee recognition awards
  • Opportunities for professional development and career advancement
  • A supportive and inclusive company culture

If you are a motivated and experienced Client Manager looking for a new challenge, please apply today.