Client Portfolio Manager

2 days ago


Sudbury, Suffolk, United Kingdom Austin Fraser Full time

Austin Fraser is working in partnership with a leading regional firm in Suffolk to recruit a Client Manager for the general practice team.

Our client values their staff as people not commodities, providing internal growth through training and development opportunities. They offer a modern and collaborative working environment, high levels of professionalism and integrity, and attractive benefits including flexible and hybrid working arrangements.

Responsibilities:

  • Managing a portfolio of clients consisting of sole traders, partnerships, and limited companies.
  • Self-assessment tax returns, initially supported by the directors and later transferred to the team for development.
  • Managing day-to-day tax issues, supported by the tax team when necessary.
  • Planning and strategy development for client portfolios.

We are interested in speaking with those who hold a management or supervisory role in an accountancy firm, responsible for a portfolio of clients with some staff accountability.

The salary for this position is competitive and will be determined based on experience. We encourage applicants with relevant experience to apply.

Estimated Salary: £45,000 - £60,000 per annum



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