Client Portfolio Manager
3 weeks ago
This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses (OMB) as a portfolio manager, engaging in face-to-face meetings to maintain excellent client relations.
Our client is a well-established, professional services firm based in Gloucester, with a team of 14 professional staff covering audit, accounts, and taxation services in a friendly and professional manner. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.
Key Responsibilities:- Coordinate and complete annual audits.
- Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and building an effective team dynamic.
- Advise on long-term business and financial planning.
- Work as part of an established team dealing with accounts, taxation, and some audits.
- A degree in finance or accounting.
- Professional certification (e.g., ACA, ACCA) or part-qualified and therefore qualified by experience.
- Proven working experience in the professional services industry.
- Strong understanding of accounting and financial reporting principles and practices.
- Proficiency in MS Office and finance software.
- An analytical mind with a strategic ability.
- An estimated salary range of £40,500 - £60,500 per year.
- Company parking benefits.
- Generous holiday leave.
- A supportive and professional work environment.
- Opportunity to work in a successful regional firm of Chartered Accountants and Business Advisors in Gloucester.
We encourage all experienced qualified candidates who are eager to join our client's professional services team to apply for this exciting opportunity as an Accountant/Client Manager.
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Client Portfolio Manager
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Client Portfolio Manager
1 month ago
Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...
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Client Portfolio Manager
1 month ago
Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...
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Client Portfolio Manager
1 month ago
Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...
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