Client Portfolio Manager

TN United Kingdom; Bristol; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Portfolio Manager to oversee a diverse range of clients. This role involves managing audits, accounts preparation, and tax assignments while collaborating with partners to set budgets and negotiate fees. The firm values internal growth and offers opportunities for advancement to senior positions for those who demonstrate readiness. If you are passionate about client management and team leadership, this is an exciting opportunity to make a significant impact in a supportive environment.

Qualifications

• Proven experience managing a diverse client portfolio.
• Ability to supervise and train junior team members.

Responsibilities

• Manage a varied portfolio of clients across multiple industries.
• Organise and plan workload across the team effectively.

Skills

Client Portfolio Management

Audit

Accounts Preparation

Tax Assignments

Team Management

Job description

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Levitate Recruitment is currently recruiting on behalf of a National Accountancy Practice to find them a Client Portfolio Manager.

Role:

1. Manage a varied portfolio of clients across a range of industries.
2. Your responsibilities will include audits, accounts preparation, and tax assignments.
3. Organise and plan the workload across the team.
4. Work with the Partner to set budgets, negotiate fees, and monitor billings.
5. Supervise, support, and train less experienced team members.
6. Develop and build your own portfolio actively.

This practice seeks future leaders and has a proven track record of promoting from within to Senior Level positions for those demonstrating readiness.

Requirements:

• Experience managing your own portfolio.
• You must have the right to work in the UK without sponsorship, as the client cannot provide sponsorship.