Client Portfolio Accounts Manager

2 weeks ago


Weybridge, United Kingdom Perrott Partners Recruitment Ltd Full time

Job Description Are you an experienced Client Accounts Manager looking to transition into a Director or long terms Partner Designate role at an established firm of chartered accountants?
If you are seeking more advisory exposure and a clear path to senior leadership, this opportunity at an established 4 office Surrey firm, experienced strong growth may be perfect for you.
We're seeking a dynamic individual to join our client's team as a full-time Outsourcing Accounts Manager or Director.
This role offers the opportunity to take charge of a diverse portfolio of SME general practice clients, overseeing their outsourcing needs.
Your Responsibilities: Manage a full portfolio of SME clients, overseeing outsourcing requirements.
Proactively contribute to fee development and actively participate in networking and BD events.
Supervise and review the team's bookkeeping services, management accounts, and VAT services.
Demonstrate strong IT skills with the ability to adapt to in-house systems.
Client Base: The clientele spans various industries, including manufacturers, professional service firms, IT developers, property developers, hospitality businesses, and not-for-profit entities.
Personal Attributes: Efficiently control your portfolio, from staff planning to WIP management and billing.



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