Senior Client Portfolio Manager

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom Public Practice Recruitment Ltd Full time
Client Manager Job in Bath

**Job Summary**

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

**Key Responsibilities**

* Manage a varied portfolio of clients, overseeing workflow, deadlines, and budgets
* Oversee the preparation of accounts
* Oversee 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

**What We Offer**

* £45,000 to £55,000 pa
* Permanent, full-time role
* 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

**About Us**

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. We specialise solely in accountancy recruitment and regularly have new auditor jobs and accountancy jobs in Bath.

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