Client Portfolio Manager

Rutherford Briant; Chippenham; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading accounting and business advisory firm in Chippenham is seeking a Client Portfolio Manager. This role involves managing client portfolios, providing expert tax advice, and mentoring junior staff, alongside competitive benefits and career growth opportunities.

Benefits

Competitive salary and benefits package

Flexible working arrangements, including homeworking

Comprehensive health and wellness benefits

Generous holiday allowance

Opportunities for professional growth

Supportive work environment

Qualifications

• Strong knowledge of complex accounting and tax issues.
• Experience in leading and mentoring teams.
• Client-centric and solution-focused approach.

Responsibilities

• Manage a diverse portfolio of clients and provide accounting/tax advice.
• Lead and mentor junior team members.
• Contribute to business development initiatives.

Skills

Client relationship management

Communication skills

Leadership

Problem-solving

Adaptability

Job description

Are you a seasoned accounting professional ready to take your career to the next level? My client is a leading accounting and business advisory firm and are seeking a dynamic Client Portfolio Manager to join the growing team in the Chippenham office.

This company is a respected Southwest accounting firm, for career growth, a supportive work environment, and the chance to make a real impact on clients.

Responsibilities:
As a Client Portfolio Manager, you will have responsibility for: -

• Manage a diverse portfolio of clients, providing expert accounting and tax advice.
• Build and maintain strong client relationships, serving as their trusted advisor.
• Lead and mentor junior team members, fostering their professional growth.
• Contribute to business development initiatives, expanding the client base.
• Act as a primary point of contact, ensuring seamless service delivery.

Requirements:
As a Client Portfolio Manager, the key requirements are: -

• Strong knowledge of complex accounting and tax issues.
• Excellent client relationship management and communication skills.
• Leadership and mentoring experience.
• A client-centric, adaptable, and solution-focused approach.

Benefits:
As a Client Portfolio Manager the benefits are: -

• Competitive salary and benefits package.
• Flexible working arrangements, including homeworking.
• Comprehensive health and wellness benefits.
• Generous holiday allowance and support policies.
• Opportunities for professional growth and development.
• A company that values its community and its environmental impact.

If you're a driven accounting professional looking for a rewarding career with a reputable firm, apply now!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.