Client Portfolio Manager

Pro Talent Job OpportunityThis strategic role comes with an estimated annual salary range of $90,000 to $120,000.Role SummaryWe are seeking a skilled professional to manage client relationships, oversee client portfolios, and provide expert financial and tax advisory services.Main AccountabilitiesDevelop and execute customized client engagement strategies to...

Job DescriptionWe are looking for a Strategic Portfolio Manager to join our team in Taunton, where you will be responsible for managing a portfolio of clients and providing strategic advice on financial planning.The ideal candidate will have commercial experience in a fee-based environment, with strong relationships with accountancy partners and professional...

Account Executive PositionWe are looking for a results-driven Account Executive to join our team at beBee Professionals in Taunton, United Kingdom.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met.Identify and develop new business opportunities with potential clients.Prepare and deliver tailored presentations and...

About the Role:We are seeking a highly skilled Chartered Accountant to join our team as an Assistant Manager, specializing in farming and rural sector clients. As a key member of our team, you will be responsible for managing client portfolios, developing relationships, and delivering tax and accounting services to rural, landed estates, and agricultural...

Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Taunton, UK. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...

Pro TalentThe annual salary for this position is between $95,000 and $125,000.Job OverviewThis role offers a unique chance to cultivate strong relationships with clients, manage their portfolios, and deliver exceptional service.Main ResponsibilitiesBuild and maintain strong client relationships through proactive communication and tailored...

We are seeking an ambitious and proactive individual to join our reputable Private Client department as a Customer Legal Advisor. In this role, you will have the opportunity to work with a unique portfolio of cases and develop your expertise in Court of Protection and Management of Personal Affairs law.As a key member of our team, you will contribute to the...

beBee Professionals in Taunton is seeking a Client Relationship Manager to join our team. In this role, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Manage and maintain relationships with existing clients,...

About Our FirmMichael Page (UK) is a leading chartered accountancy firm based in Taunton. We pride ourselves on delivering exceptional service to our clients, with a highly skilled and experienced team of tax professionals.Job DetailsWe are seeking a Personal Tax Manager / Senior Manager to join our Taunton office. As a key member of our private client team,...

Account Manager RoleWe are seeking a skilled Account Manager to join our team at beBee Professionals in Taunton. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute strategies to meet...

Job Overview:We are seeking a skilled Client Relationship Manager to join our team at beBee Professionals in Taunton. As an experienced sales professional, you will be responsible for managing and nurturing client relationships, ensuring customer satisfaction, and identifying new opportunities to expand our business.

We are seeking an experienced private client lawyer to join our team at Chadwick Nott, a well-respected multi-office practice.The ideal candidate will have the ability to work independently with minimal supervision, advising on all aspects of private client matters including wills, tax, estates administration, probate, LPAs and trusts work.With a strong...

About Our ClientOur Taunton-based practice is part of Michael Page (UK) and is seeking an experienced Private Client Tax Advisor to join our team. In this role, you will be responsible for delivering tax compliance services to a portfolio of HNWIs and individuals, with opportunities to work on tax planning projects such as capital gains tax planning, IHT,...

About the JobMichael Page (UK) is seeking a highly skilled and experienced Senior Tax Manager to join our team in Taunton.The successful candidate will take responsibility for managing a portfolio of private clients, their tax planning and project work. They will develop working relationships with clients and colleagues across the firm, leading a team of tax...

Job SummaryWe are looking for a skilled Accounting Operations Manager to join our team in Taunton. As an Outsourced Accounting Senior, you will be responsible for managing a small portfolio of clients and providing high-quality outsourced accounting services.You will have a strong background in accounting and a keen eye for detail, with experience in...

Outsourced Accounting SeniorWe are looking for an experienced accounting professional to join our team in the UK and provide high-quality outsourced accounting services to a diverse portfolio of clients.About the Position:Deliver high-quality financial operations support to clients, ensuring efficiency and compliance.Manage a small portfolio of high-value...

Job Summary: Michael Page (UK) is seeking a Corporate Tax Manager to join their team in Taunton. As a key member of the firm's corporate tax department, you will be responsible for delivering complex compliance and tax planning services to a diverse portfolio of clients.Key Responsibilities:- Manage a portfolio of clients and lead on the delivery of tax...

Key Leadership RoleWe are seeking a highly skilled corporate tax professional to take on a key leadership role and drive the growth of our tax department. As part of our team, you will manage a wide-ranging client portfolio delivering complex compliance and tax planning services to limited companies, SMEs, OMBs, corporates, and international...

Job OverviewMichael Page is seeking a Financial Services Manager to lead audit services for a diverse portfolio of clients across various industry sectors and turnover ranges. As Audit Manager, you will manage client relationships, collaborate with advisory teams, and play a key role in managing the audit and accounts team.Key Responsibilities- Manage and...

Key Responsibilities:Manage and deliver audit services to a wide-ranging portfolio of clients.Lead and develop client relationships.Work with the wider accounts/tax advisory/business services teams.Play a key role in managing and growing the audit team.This is an excellent opportunity for an experienced Audit Manager to take their career to the next level...