Client Portfolio Manager
14 hours ago
A forward-thinking accounting practice seeks a highly skilled Client Portfolio Manager to join its team. This is an exciting opportunity to take the next step in your accounting career and manage a portfolio of clients.
About the Role:The successful candidate will be responsible for managing a portfolio of clients, building strong relationships, and ensuring exceptional service. Key responsibilities include preparing statutory accounts, monthly management accounts, VAT returns, and personal tax returns.
Your Responsibilities:- Take full ownership of a client portfolio and act as their main point of contact.
- Supervise and train junior staff members, overseeing their workflow and ensuring deadlines are met.
- Oversee bookkeeping responsibilities, ensuring compliance and accuracy.
- Collaborate closely with senior colleagues for support and guidance.
- Contribute to the continued growth and success of the practice through process improvement and innovative client management.
- Part-qualified, newly qualified, or qualified by experience, with at least 4 years of practice experience.
- Strong skills in preparing statutory accounts, management accounts, personal tax returns, and VAT returns in a Practice environment.
- A foundation-level understanding of tax regulations.
- Excellent communication skills, with the ability to build strong client relationships.
- Knowledge of cloud-based accounting software such as Xero, IRIS, or similar.
- Experience in client management is desirable but not essential.
- Salary: £45,000 per annum (dependent on experience).
- Flexible working hours available.
- Annual Bonus.
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