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Senior Client Portfolio Manager
1 month ago
As a Senior Client Portfolio Manager at Public Practice Recruitment Ltd, you will be responsible for managing a diverse client portfolio, ensuring timely deadlines and budget management.
This role requires a proactive problem solver with excellent communication and advisory skills, able to build trusted relationships with clients and colleagues alike.
You will work closely with senior management to escalate complex queries and implement efficient service delivery processes.
In addition, you will mentor junior staff, providing training and workflow management, and support the firm's business development strategies through networking and marketing.
The ideal candidate will be a career-driven individual with ACCA / ACA qualifications and experience in accountancy software, able to inspire and motivate others in a collaborative and creative environment.
About this role:
- Manage a varied client portfolio, monitoring deadlines and budgets.
- Build trusted and long-lasting client relationships, dealing with day-to-day matters.
- Escalate complex queries to a partner and work closely with them to problem solve.
- Mentor junior staff, including workflow management, reviewing work, and providing training.
- Preparation and review of year-end accounts.
- Preparation and review of tax returns.
- Support the firm's business development strategies, including networking and marketing.
- Review processes and implement more efficient ways of service delivery.
- Set an example as a hands-on and supportive Manager.
About Public Practice Recruitment Ltd:
Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.
Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new auditor jobs and accountancy jobs in Leeds and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.