Client Portfolio Manager

Levitate Recruitment; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading National Accountancy Practice seeks a Client Portfolio Manager in Bristol. The role focuses on managing a diverse client portfolio and responsibilities include audits and tax assignments. Ideal candidates will demonstrate experience in client management and team supervision. Opportunities for advancement to senior positions are available for those ready to take on new challenges.

Qualifications

• Experience managing your own client portfolio.
• Must have the right to work in the UK without the need for sponsorship.

Responsibilities

• Manage a varied portfolio of clients across a range of industries.
• Oversee audits, accounts preparation, and tax assignments.
• Organise and plan team workload, supervise less experienced team members.

Skills

Client management

Supervision

Audits

Accounts Preparation

Tax assignments

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:

• Manage a varied portfolio of clients across a range of industries.
• Your responsibilities will be across Audits, Accounts Preparation and Tax assignments.
• Responsible for organising and planning the workload across the team.
• Working with the Partner; setting budgets, negotiating fees and monitoring the billings.
• Supervise, support and train less experienced members of the team.
• You will play an active role in developing and building your own portfolio.

This practice is looking for future leaders of the business. They have a proven track record of promoting into Senior Level positions from within for those that demonstrate they are ready for the opportunity.

Requirements:

• Experience of being running your own portfolio.
• As our client is unable to provide sponsorship you must have the right to work in the UK without the need for sponsorship.