Client Portfolio Manager

14 hours ago


StratforduponAvon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time
Job Title: Client Portfolio Manager

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.
Requirements:
  • 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.
Working Arrangements:
  • Salary: £45,000 per annum (dependent on experience).
  • Flexible working hours available.
  • Annual Bonus.


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