Account Portfolio Manager
3 days ago
We are seeking an experienced Account Portfolio Manager to join our team at FinTop Consulting. In this role, you will be responsible for managing a diverse portfolio of client accounts, providing expert financial advice and tax planning services to support their goals. With a strong focus on business development and fee generation, this position requires a proactive approach to relationship management and a deep understanding of financial advisory and tax requirements.
You will oversee the preparation and submission of tax returns, develop and maintain strong relationships with clients, and identify new business opportunities to expand your portfolio. You will work closely with senior management and other teams to ensure seamless service delivery and maintain accurate records and documentation.
A minimum of 7 years experience in account management within a practice or accounting firm is required, along with ICAEW, ACCA, CIMA, or other relevant accounting certifications. Proven experience in tax advising and financial planning, as well as demonstrable fee-generating experience, are essential for success in this role. Additionally, excellent communication and client relationship management skills are required to succeed in this dynamic position.
Responsibilities
- Manage a portfolio of client accounts, ensuring high standards of service and client satisfaction.
- Provide expert financial advice, including tax planning and compliance services, to clients.
- Oversee the preparation and submission of tax returns and related documentation.
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Portfolio Management Accountant
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London, Greater London, United Kingdom 2i Recruit Ltd Full timeJob Description: Portfolio Management AccountantWe are seeking a skilled Portfolio Management Accountant to join our team. As a key member of the accounting team, you will be responsible for managing a varied client portfolio, providing a full range of accounting, auditing and tax services. The estimated salary for this position is £65,000 - £85,000 per...
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Accounting Portfolio Manager
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London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeAs an Accounting Portfolio Manager, you will play a crucial role in the financial success of our clients. You will be responsible for managing a portfolio of commercial clients and providing them with high-quality accounting services.Your key responsibilities will include managing accounts and finance, completing bookkeeping tasks, producing ledger records,...
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London, Greater London, United Kingdom Portfolio Payroll Full timeWe are a well-established accountancy practice based in Chester, seeking an experienced Payroll Manager to join our established team. This is a fantastic opportunity for stability and potential long-term progression.This role is ideal for Payroll specialists looking to step up into a management position. The successful candidate will be responsible for...
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Portfolio Payroll Manager
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Accounting Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom NLB Solutions Full timeAbout the JobWe are currently seeking a Tax Accountant to join our client's team in southwest London. This is an exciting opportunity to work with a prestigious ACCA training practice and contribute to the success of their accounting department. As a Tax Accountant, you will be responsible for managing a portfolio of accountancy clients, preparing financial...
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Portfolio Credit Specialist
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London, Greater London, United Kingdom Portfolio Credit Control Full timeJob DescriptionWe are seeking an experienced Senior Credit Controller to join our team at Portfolio Credit Control. In this role, you will be responsible for managing the credit and collections processes to ensure timely payments from leasehold tenants.Key Responsibilities:Credit Policy Adherence: Monitor and enforce existing credit policies, ensuring best...
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Portfolio Accountant
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Accountant Portfolio Manager
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London, Greater London, United Kingdom ProTalent Limited Full time**About the Opportunity**We are seeking a highly skilled Senior Accountant to join our team at Protalent. This is an exciting opportunity for someone looking to take their career to the next level.The role involves assisting line managers and partners with portfolio management tasks, including chasing client information, overseeing VAT returns, bookkeeping,...
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Portfolio Accountant
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Senior Payroll Accountant
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London, Greater London, United Kingdom Portfolio Payroll Limited Full timeI am seeking a highly skilled Senior Payroll Accountant to join my team at Portfolio Payroll Limited, based in the Chester area. This is an excellent opportunity for an experienced professional looking for stability and career progression.This role would be ideal for a senior payroll specialist looking to take on new challenges and responsibilities. You will...
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Senior Account Portfolio Manager
1 day ago
London, Greater London, United Kingdom Austin Rose Associates Full timeJob Description**Client Accounts Manager Opportunity in Surrey**A 7-partner firm in South West London and Surrey is seeking an experienced Client Accounts Manager to manage a portfolio of clients and drive business growth.The ideal candidate will have strong portfolio management experience, excellent communication skills, and a passion for business...
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Accounting Portfolio Manager
4 days ago
London, Greater London, United Kingdom Curtis Recruitment Limited Full timeJob DescriptionThis is a fantastic opportunity for an experienced Senior Accountant to take on a challenging role that offers the chance to make a real impact on our clients' businesses. As a key member of our accounting team, you will be responsible for managing a portfolio of clients, preparing accounts, managing VAT, and involving yourself in all aspects...
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Accounting Portfolio Manager
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London, Greater London, United Kingdom FPMR Ltd Full timeWe require an experienced professional to manage our commercial/residential portfolio of accounts. The ideal candidate will have a strong background in accounting, excellent communication skills, and the ability to work effectively in a team environment.Main Tasks and ResponsibilitiesFinancial planning and budgeting for service charge and rent...
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Account Receivable Manager
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Accounting Portfolio Manager
1 week ago
London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeJob Description:We are seeking an experienced Senior Financial Advisor to manage a diverse portfolio of clients.This role is ideal for individuals who enjoy working with SME clients and Limited Companies, ensuring their accounting needs are met.
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Portfolio Account Manager
1 week ago
London, Greater London, United Kingdom Austin Rose Associates Full timeAre you a seasoned professional seeking to drive business growth and develop a portfolio of clients in Surrey? Our client, a 7 Partner Firm with multiple offices across South West London and Surrey, is looking for an experienced Client Accounts Manager to join their team. This role offers a competitive salary of £60,000 - £70,000 per annum, depending on...
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Portfolio Accounting Director
4 days ago
London, Greater London, United Kingdom OCR Alpha Full timeOCR Alpha is seeking a seasoned Portfolio Accounting Director to join our team. As a key member of our middle office team, you will be responsible for managing our portfolio accounting functions, including financial reporting, compliance, and risk analysis.The ideal candidate will have a strong academic background and no more than 10 years of post-university...
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Accounting Portfolio Manager
4 days ago
London, Greater London, United Kingdom Armstrong Knight Full timeSenior Accounting Role at Armstrong KnightWe offer an excellent working culture promoting a real team ethic within a highly supportive environment for all staff members.The ideal candidate would be an ambitious and driven individual looking to further their career within accountancy to lead managing a portfolio of clients as they progress in their role.Job...
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Experienced Accountant
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London, Greater London, United Kingdom YourRecruit Full timeThis **Full-time position offers a salary of £42,000 per annum** for an Experienced Accountant to manage a varied portfolio of clients and provide exceptional service to customers.About the Role:YourRecruit is seeking an Experienced Accountant to join their team as a Senior Financial Controller. The ideal candidate will be confident in preparing accounts,...
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Senior Accounting Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeWe are seeking a seasoned Accounting Portfolio Manager to oversee the management of a diverse portfolio of client accounts.Responsibilities:Preparation of financial statements for a range of SME commercial business clientsManagement of bookkeeping functions and production of trial balances and profit/loss reportsOverseeing production of sales, purchase, and...