Client Accounting Portfolio Manager

2 months ago


Swindon, United Kingdom CV-Library Full time

Client Accounting Portfolio Manager
Full Time & Permanent
Hybrid / Remote Working considered
Swindon
Up to c.£49,000

Do you currently work within an accounting firm that is not offering you opportunities to progress?
Do you want to offer a higher level of service to your clients?

Our client is a thriving accountancy practice with various offices across Wiltshire and they now have an opportunity for a Client Portfolio Manager to join their friendly team in Swindon.

This is an exciting role for someone who is looking to take the next step within their accountancy career and who thrives on helping clients towards their business and individual success. This is more than just being on hand on answer clients' questions but to challenge thinking, create new opportunities and avoid negative risks for clients.

What does the role entail?

Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
Building deep, long standing relationships with your clients.
Working with the wider team to ensure plans are implemented.
Look for opportunities with clients to improve processes and business opportunities.
Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as a business partner. This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc.
Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities.
Building robust forecasting models and challenging clients to use this and interact as the business grows and develop.As you can tell, this role is much more than just crunching numbers
It's a given you would be good at that bit but this is more about the well rounded approach to help their business and individual clients get the most from the support they offer.

Who are they looking for?

Previous experience within Practice.
Someone with a passion for business in support of their accountancy qualifications.
Ideally be fully chartered (CIMA, ACCA or ACA) or qualified by experience.
Detailed experience of preparing and being involved in the review of both personal and business accounts and tax planning.
An eagerness to do more than just "crunch the numbers".
Someone who loves working with the wider team in delivering results.The company are experiencing a period of growth and it is certainly an exciting time to join the business



  • Swindon, United Kingdom CMD Recruitment Full time

    Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£49,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various offices across...


  • Swindon, Swindon, United Kingdom Trilogic Recruitment Ltd Full time

    Job Role: Client Portfolio AssociateAs a Client Portfolio Associate at Trilogic Recruitment Ltd, you will play a vital role in assisting with new client onboarding, ensuring seamless transitions and fostering strong relationships. Your expertise in accountancy and business acumen will be invaluable in providing guidance on financial matters and analyzing...


  • Swindon, Swindon, United Kingdom Haines Watts Full time

    Account Management RoleWe are seeking an experienced account manager to join our team. The ideal candidate will have a strong background in accounting and finance, with expertise in financial reporting standards and book-keeping.Key responsibilities will include managing a portfolio of clients, preparing and reviewing accounts, and managing VAT and...


  • Swindon, Swindon, United Kingdom CMD Recruitment Full time

    CMD Recruitment is seeking an experienced Client Accounting Portfolio Manager to join our team.The ideal candidate will have a strong background in accountancy and a passion for business. They will be responsible for building deep relationships with clients, working alongside a professional support network, and reviewing financial information to focus on tax...


  • Swindon, United Kingdom Trilogic Recruitment Ltd Full time

    Client Portfolio ManagerAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of roleRequirements(ACCA/CIMA is preferred,...


  • Swindon, United Kingdom Trilogic Recruitment Ltd Full time

    Client Portfolio ManagerRole is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of roleRequirements(ACCA/CIMA is preferred, although could be ACA)What does the role entail?- Assisting with the onboarding of new clients to ensure that they have a...


  • Swindon, Swindon, United Kingdom Stride Resource Management Ltd Full time

    Looking for a challenging role within a dynamic and highly performing team at Stride Resource Management Ltd? As an Insurance Portfolio Manager, you will play a key part in managing significant accounts and driving growth within the industry.Key ResponsibilitiesEngage with a diverse client portfolio, offering unique challenges and learning...


  • Swindon, Swindon, United Kingdom Stride Resource Management Ltd Full time

    Stride Resource Management Ltd seeks a skilled Commercial Account Handler to enhance its North London team. This dedicated professional will collaborate with the Account Executive and Management teams, delivering exceptional service to a varied portfolio of commercial insurance clients.About the Role:This is an exciting opportunity for a seasoned Commercial...


  • Swindon, United Kingdom Trilogic Recruitment Ltd Full time

    Client Portfolio ManagerRole is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of roleRequirements(ACCA/CIMA is preferred, although could be ACA)What does the role entail?- Assisting with the onboarding of new clients to ensure that they have a...


  • Swindon, Swindon, United Kingdom Michael Page Full time

    Unlock your potential as a Tax Portfolio Manager with Michael Page in Swindon, UK. We're seeking an experienced professional to lead our Private Client Tax team and drive growth.About the RoleThis exciting opportunity will see you manage a diverse portfolio of private clients, develop your advisory skills, and lead a growing team of specialists.Company...


  • Swindon, United Kingdom Trilogic Recruitment Ltd Full time

    Client Portfolio Manager Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role Requirements (ACCA/CIMA is preferred, although could be ACA) What does the role entail? - Assisting with the onboarding of new clients to ensure that...


  • Swindon, Swindon, United Kingdom CMD Recruitment Full time

    We are currently seeking an experienced Client Accounting Portfolio Manager to join our team at CMD Recruitment.The ideal candidate will have a strong understanding of business principles and practices, as well as experience in preparing and reviewing personal and business accounts and tax planning. They will be responsible for building relationships with...


  • Swindon, Swindon, United Kingdom Workman LLP Full time

    About the RoleWe are seeking a highly skilled Assistant Client Accountant to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for the day-to-day accounting processes and monthly reporting of diverse property portfolios.Key responsibilities include:Preparing and reviewing financial reports and...


  • Swindon, United Kingdom Trilogic Recruitment Ltd Full time €45,000 - €50,000

    Client Portfolio Manager Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role Requirements (ACCA/CIMA is preferred, although could be ACA) What does the role entail?- Assisting with the onboarding of new clients to ensure that they have...


  • Swindon, Swindon, United Kingdom Workman LLP Full time

    About the RoleAn exciting opportunity has arisen for an experienced Assistant Client Accountant to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for providing high-quality financial services to our clients, including commercial property portfolio management, financial reporting, and client...


  • Swindon, Swindon, United Kingdom Michael Page Finance Full time

    Audit Manager for Michael Page FinanceJob SummaryMichael Page Finance is seeking a highly skilled Auditing Team Lead to manage a diverse portfolio of clients and drive exceptional results.Key ResponsibilitiesManage a portfolio of clients across various industries and ensure timely completion of audits.Lead and mentor a team of auditors to deliver...


  • Swindon, Swindon, United Kingdom Michael Page (UK) Full time

    A challenging opportunity has arisen for an experienced Senior Tax Portfolio Manager to join a prestigious regional firm in the South West & M4 corridor.About Our ClientOur client is an award-winning accountancy practice with a rich history of over 100 years of exceptional service to clients across the region.The firm has undergone significant expansion...


  • Swindon, Swindon, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    We are seeking an experienced insolvency case manager to join our dynamic team in Swindon. This role offers a portfolio of insolvency cases and flexible work from home options. You will enjoy a benefits package and advance your insolvency career in a supportive team environment.Main Responsibilities:Manage a portfolio of insolvency cases, including...

  • Client Manager

    4 months ago


    Swindon, United Kingdom Monahans Full time

    Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years and a network of offices across the south west region. We are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive...


  • Swindon, South West, United Kingdom Trilogic Recruitment Ltd Full time

    Client Portfolio ManagerAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of roleRequirements(ACCA/CIMA is preferred,...