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Client Portfolio Manager

1 month ago

Sandwich, Kent, United Kingdom TPF Recruitment Full time

We are seeking an experienced Client Portfolio Manager to join our partner firm of chartered accountants in Sandwich, East Kent. As a key member of the team, you will be responsible for managing client relationships, preparing financial reports, and providing expert advice on accounting and tax matters.

The ideal candidate will have a strong background in general practice accounting, excellent communication skills, and experience working with cloud-based software. They will also have a proven track record of delivering high-quality services and building strong client relationships.

Main Duties:

  • Manage and develop client relationships across various industries
  • Prepare and review financial statements and tax returns
  • Provide technical guidance and mentor junior staff

Requirements:

  • ACA/ACCA qualified or equivalent experience
  • At least 3 years of general practice experience in accounts and tax
  • Familiarity with cloud software such as Sage, Xero, and QuickBooks

Salary and Benefits:

  • A competitive salary range of £40,000 - £50,000, negotiable based on experience
  • Parking and auto-enrolment pension
  • Opportunities for career advancement and future partnership