Senior Client Portfolio Manager

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom Public Practice Recruitment Ltd Full time
Job Summary

We are seeking a highly experienced Client Manager to join our leadership team in Bath. As a key member of our team, you will be responsible for managing a diverse client portfolio, overseeing a busy team, and building trusted relationships.

About the Role
  • Manage a varied portfolio of clients, overseeing workflow, deadlines, and budgets
  • Oversee the preparation of accounts and tax assignments, delegating work and monitoring team performance
  • Handle complex accounts, resolving tax issues quickly and effectively
  • Lead a team of accountants, reviewing work, providing constructive mentorship, and motivating those around you
  • Closely monitor deadlines to ensure compliance with all financial regulations
  • Work collaboratively with Managers, Partners, and Directors to ensure service excellence across the firm
  • Build trusted and long-lasting client relationships, proactively handling queries
  • Review processes and implement more efficient ways of service delivery
  • Win new work from existing and prospective clients, developing relationships by building your network
  • Set an example to junior staff as a hands-on senior manager
About Us

Public Practice Recruitment Ltd is a specialist recruitment agency that provides high-calibre accounting professionals to tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms. We have a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.

What We Offer
  • Market-beating salary and a wide range of benefits
  • Flexible / hybrid working
  • Enhanced annual leave
  • Buy and sell holiday scheme
  • Company pension
  • Employee Assistance Programme
  • Private health insurance
  • Cycle to work scheme
  • Regular social events
  • Paid volunteering opportunities
  • Enhanced maternity and paternity pay
  • Ongoing professional development
  • Modern office
Requirements
  • ACA / ACCA qualified or part-qualified
  • Qualified by experience also considered
  • Proven track record of managing a client portfolio within practice
  • Good leadership qualities, with the ability to provide mentorship and motivate a team
  • Excellent communication skills to forge long-standing client relationships
  • Strong analytical skills, with the ability to offer innovative solutions
  • A hands-on, can-do attitude towards problem-solving
  • Self-motivated, highly organised and able to oversee the team's workload effectively
  • A keen eye for detail, with the ability to identify opportunities for portfolio expansion


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