Client Portfolio Lead - Path to Director/Partner

Michael Page; Barnstaple; On-site; GBP 36,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Job summary

Michael Page is assisting a growing firm of chartered accountants in Barnstaple to recruit a Client Manager. You will lead and manage the delivery of year-end accounts, tax and wider services for a diverse client portfolio across sole traders, partnerships and limited companies.

You will develop client relationships, contribute to wider advisory projects, and mentor the team. A clear progression path to partner/director is on offer for the right professional.

Qualifications

• ACA/ACCA/CTA or equivalent required.
• Experience in an accountancy practice with varied clients.

Responsibilities

• Lead and manage delivery of year-end accounts, tax and wider services.
• Develop client relationships and deliver wider advisory/business services.
• Mentor and support the wider team and drive progression.

Skills

Client portfolio management

Accountancy practice

Team mentoring

Education

ACA/ACCA/CTA or equivalent

Job description

Michael Page is assisting a growing firm of chartered accountants in Barnstaple to recruit a Client Manager. You will lead and manage the delivery of year-end accounts, tax and wider services for a diverse client portfolio across sole traders, partnerships and limited companies.

You will develop client relationships, contribute to wider advisory projects, and mentor the team. A clear progression path to partner/director is on offer for the right professional.