Client Manager

Michael Page International Recruitment Limited; Trowbridge; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Hybrid work arrangement

Career progression with leadership/ass

Flexible working

Job summary

Michael Page International Recruitment Limited in Trowbridge is seeking a Client Portfolio Manager to oversee a portfolio of clients and guide financial processes within a professional services firm. You will be the main contact for clients, ensuring compliance and accuracy in accounting and tax matters.

Qualifications include ACA or ACCA and strong communication, organisation, and client-management skills.

Qualifications

• ACA or ACCA qualifications.
• Strong knowledge of accounting and tax principles.
• Proven ability to manage client relationships effectively.
• Excellent communication and organizational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Responsibilities

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Work with SME, Sole Traders.
• Work on Corporate and Personal Tax.
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

Skills

Accounting knowledge

Tax principles

Client relationships

Communication

Organization

Attention to detail

Accounting software

Education

ACA or ACCA

Job description

As a Client Portfolio Manager in Trowbridge, you'll oversee a portfolio of clients within the professional services industry, ensuring their accounting and finance needs are met with precision. Your role will involve managing client relationships, guiding financial processes, and helping businesses stay on top of their financial health.

Client Details

An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.

Description

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Working with SME, Sole Traders.
• Working on Corporate and Personal Tax
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

Profile

A successful Client Manager should have:

• Professional qualifications in accounting or finance, ACA or ACCA .
• Strong knowledge of accounting and tax principles within professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Job Offer

• Competitive salary ranging from £50,000 to £55,000, dependent on the level of experience.
• Excellent opportunity to take your career to the next level working closely with Senior leadership team/Partners.
• Flexible working arrangements to support your work-life balance.
• Hybrid working 3 days office 2 days remote options available.
• Permanent position in Trowbridge within the professional services industry.

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.