Senior Client Portfolio Manager
4 weeks ago
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
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
- 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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