Portfolio Development Manager

2 days ago


Bath, Bath and North East Somerset, United Kingdom Monahans Full time

Job Title: Portfolio Development Manager

About the Role:

We are seeking an experienced Portfolio Development Manager to join our team at Monahans. As a key member of our Business Services department, you will be responsible for developing and maintaining strong client relationships, preparing statutory accounts, and completing corporation tax computations.

Key Responsibilities:

  • Maintaining a productive relationship with key clients, ensuring regular contact and dealing with any specific queries or problems using available specialist skills and knowledge as required.
  • Analysing, interpreting, and auditing the range of data supplied by clients.
  • Producing draft year-end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produced and ensuring clear cross-referencing.
  • Completing basic tax computations and details schedules for each set of accounts to ensure analysis is correct and logical as required.
  • Composing correspondence to clients, tax office, registrar of companies, and others.

Requirements:

  • Qualified AAT or equivalent experience.
  • Experience in preparation of statutory accounts and corporation tax computations.
  • Proficient in use of Sage Instant/Line 50, Xero/QBO, and Iris practice software.
  • Excellent communication, customer care, prioritisation, and time management skills.

What We Offer:

A competitive salary of £60,000 - £80,000 per annum, depending on experience, plus benefits including flexible working arrangements and professional development opportunities.



  • Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full time

    About the RoleWe are looking for a skilled Client Portfolio Manager to join our team. As a Client Advisor, you will be responsible for managing a portfolio of clients and specialist assignments, ensuring all information is collated to meet client needs, compliance, and budget.Responsibilities:Manage a portfolio of clients and specialist assignments.Report...

  • Portfolio Manager

    4 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Rayner Personnel Full time

    Job DescriptionA Corporate Portfolio Manager is required to oversee the management of a client portfolio, ensuring effective maintenance and organization of managed properties. The ideal candidate will have experience in property management, hold relevant qualifications (CePAP or ARLA), and possess excellent communication and problem-solving...


  • Bath, Bath and North East Somerset, United Kingdom YTL UK Full time

    We are seeking a highly motivated Property Portfolio Manager to join our Estates department in Bath, UK. As a key member of our team, you will be responsible for the day-to-day management of our diverse property portfolio, which includes agricultural holdings, residential properties, commercial premises, and operational assets.Key ResponsibilitiesManage a...


  • Bath, Bath and North East Somerset, United Kingdom CAAV - Central Association of Agricultural Valuers Full time

    **Job Description:**We are looking for an experienced Land and Estate Professional to manage our property portfolio, which includes agricultural holdings, residential properties, commercial premises, and operational assets.**Responsibilities:**Day-to-day property portfolio management.Providing landlord and tenant support.Rent assessment, lease renewal, and...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Role OverviewWe are seeking a dynamic and motivated Senior Lettings Consultant to join our team in Weston-Super-Mare. The ideal candidate will take on a hands-on role managing a portfolio of properties, ensuring high levels of customer service and operational efficiency while supporting less experienced staff members. Key ResponsibilitiesPortfolio...


  • Bath, Bath and North East Somerset, United Kingdom Monahans Full time

    About the Role:We are seeking an experienced Assistant Client Portfolio Manager to join our business services department at Monahans. As a key member of our team, you will be responsible for managing client portfolios, providing exceptional client service, and contributing to the growth and development of our business.Key Responsibilities:• Manage client...


  • Bath, Bath and North East Somerset, United Kingdom YTL UK Full time

    About the RoleWe are seeking a highly motivated individual to join our Estates team as a Property Surveyor, based at our Operations Centre in Bath.As a key member of the team, you will be integral to the management of our 3500ha estate, providing specialist advice and information to internal and external stakeholders and the public.Main...


  • Bath, Bath and North East Somerset, United Kingdom YTL UK Full time

    About the RoleYTL UK is seeking a highly motivated individual to join our Estates team as a Property Surveyor, based at our Operations Centre in Bath. As a key member of the team, you will be integral to the management of our 3500ha estate.You will need a further or higher qualification in land/estate management, together with at least 5 years of relevant...

  • Portfolio Coordinator

    24 hours ago


    Bath, Bath and North East Somerset, United Kingdom X4 Technology Full time

    X4 Technology are seeking a Portfolio Coordinator to join their team on a day-rate contract basis. The successful candidate will be responsible for administration and coordination of actions across a large data, digital and technology transformation portfolio.Responsibilities will include:Scheduling and organising various meetingsTaking minutes and...


  • Bath, Bath and North East Somerset, United Kingdom De Lacy Executive Full time

    Job Title: Breeding AdvisorJob Summary: We are seeking a skilled Breeding Advisor to join our team at De Lacy Executive Recruitment.About the Role: As a Breeding Advisor, you will be responsible for navigating the genetic portfolio to provide customized breeding plans to farmers within a given territory.Key Responsibilities:Manage customer relationships,...


  • Bath, Bath and North East Somerset, United Kingdom CAAV - Central Association of Agricultural Valuers Full time

    About UsWe are one of the top-performing water and sewerage companies in England and Wales, serving over 2 million customers. We aim to have a positive impact on the communities we serve and the natural environment.The successful candidate will be joining a team of dedicated professionals who are passionate about delivering excellent customer service and...


  • Bath, Bath and North East Somerset, United Kingdom Clark Wood Full time

    Clark Wood is currently recruiting for a skilled Accounts Manager to join their team of Chartered Accountants in the vibrant business community of Bath.About the RoleThis is an exciting opportunity for an experienced professional to take on a key leadership role, managing client portfolios and overseeing all financial aspects, including recovery rates,...


  • Bath, Bath and North East Somerset, United Kingdom Sanderson Recruitment Plc Full time

    Job Description:We are seeking a highly experienced Director of Property & Estates to oversee our client's entire property portfolio. This role will involve developing and executing a new property strategy, ensuring it aligns with the company's strategic goals and objectives. The successful candidate will report directly to the Group Operations Director.The...


  • Bath, Bath and North East Somerset, United Kingdom Hireful Full time

    About the RoleWe are looking for a highly motivated Corporate Partnerships Manager to join our team at Hireful. As a key member of our business development team, you will play a crucial role in developing and maintaining strong partnerships with leading UK companies.Your primary responsibilities will include developing and implementing corporate partnership...


  • Bath, Bath and North East Somerset, United Kingdom Webrecruit Full time

    About the RoleAs a Senior Contracts Officer (Legal) at Webrecruit, you will join a dynamic team supporting the University's research contract portfolio. Your primary focus will be to manage the contract process for a given Faculty, and to collaborate with the Head of Team in overseeing the overall caseload allocation and management.Key ResponsibilitiesManage...


  • Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000

    We are seeking a skilled Business Development Manager to join our team at beBee Professionals in Bath, United Kingdom. The ideal candidate will have a proven track record of managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients, ensuring...


  • Bath, Bath and North East Somerset, United Kingdom The Marketing Centre Full time

    The Marketing Centre, the leading provider of experienced Marketing Directors, is seeking a senior Strategic Marketing Portfolio Leader to join its team on a part-time basis.As a seasoned Marketing Director/CMO with P&L responsibility and a proven track record of success, you will work with various clients across different business sizes and sectors, driving...


  • Bath, Bath and North East Somerset, United Kingdom WALLACE HIND SELECTION LIMITED Full time

    Job Opportunity:Wallace Hind Selection Limited is seeking an experienced Area Sales Manager to join our team, covering the South West region. As a Regional Sales Development Manager, you will be responsible for managing existing accounts and growing your portfolio by identifying new business opportunities.About the RoleThis is an exciting opportunity for a...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    About the Role">We are seeking a skilled Commercial Product Development Manager to join our team in Somerset, UK. This role will be based in Cheddar with occasional travel to Bridgwater. As a Commercial Product Development Manager, you will be responsible for supporting the Head of Product Management with new product development, from idea generation to...


  • Bath, Bath and North East Somerset, United Kingdom Hireful Full time

    About the RoleAs a Corporate Partnerships Manager at Hireful, you will be responsible for strengthening existing partnerships and forging new ones with influential UK companies. This hybrid role offers flexible hours, making it an attractive opportunity for those seeking a work-life balance.The ideal candidate will have experience in corporate fundraising or...