Client Portfolio Lead: Accounts & Tax Advisory

Page Personnel; Brixham; On-site; GBP 45,000 - 55,000; Full time

Job summary

An expanding accountancy firm in Brixham is searching for a Client Portfolio Manager who will lead the delivery of accounting and tax services, manage client relationships, and support the team. The ideal candidate will possess qualifications such as AAT, ACA, or ACCA, along with a solid background in accounting practice. This role offers a competitive salary of £45,000-£55,000, along with benefits and opportunities for career progression within the firm.

Benefits

Competitive salary

Career progression opportunities

Qualifications

• Experience in accountancy practice at managerial levels.
• A strong background in all-round accounts/tax.
• Experience in small, medium or larger independent or Top Tier firms.

Responsibilities

• Manage compliance and delivery for a range of business clients.
• Support team with mentoring and training.
• Deliver added value, advisory, and planning work.

Skills

Client relationship management

Tax compliance

Accounts management

Education

AAT, ACA, ACCA, or CTA qualifications

Job description

An expanding accountancy firm in Brixham is searching for a Client Portfolio Manager who will lead the delivery of accounting and tax services, manage client relationships, and support the team. The ideal candidate will possess qualifications such as AAT, ACA, or ACCA, along with a solid background in accounting practice. This role offers a competitive salary of £45,000-£55,000, along with benefits and opportunities for career progression within the firm.