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Client Portfolio Manager

Brixham Permanent £45,000 - £55,000 per year View Job Description
A growing accountancy practice based in Brixham has a requirement for a Client Portfolio Manager to join them managing and leading on the delivery, review and management of accounts, tax and wider all around service provision within a growing firm of accountants, managing teams and working closely with the Directors as a key, right hand support with a progression path on offer.
  • Client Portfolio Manager to join a growing accountancy firm in Brixham
  • Key support to Directors delivering accounts/tax and developing clients.

About Our Client

Based in Brixham this accountancy firm is undergoing positive growth and the firms directors are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects developing client relationships. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.

Job Description

Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder accounts, tax general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.

The Successful Applicant

For this Client Portfolio Manager role you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc with a career background developed with accountancy practice having developed to the managerial levels. You will have an all-around accounts/tax career background gained within any of small, medium/larger independent or Top 50, Top Tier accountancy firm environments as an all-round accounts/tax etc 'general accountancy practice ' professional and you will be seeking a move with a career progression path on offer.

What's on Offer

Circa £45,000- £55,000 dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.

Contact
Mark Bailey
Quote job ref
JN-112025-6887912
Phone number
+44 1179 271452

Job summary

Job function
Audit & Advisory
Subsector
Practice (Audit) & Assurance
Sector
Business Services
Location
Brixham
Contract type
Permanent
Consultant name
Mark Bailey
Consultant phone
+44 1179 271452
Job reference
JN-112025-6887912