Client Portfolio Manager

Rutherford Briant; Chippenham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accounting firm in Chippenham is looking for an experienced Client Portfolio Manager to manage client relationships and provide expert accounting advice. This role includes mentoring junior team members and contributing to business development efforts. The ideal candidate has strong accounting knowledge and excellent communication skills. The firm offers competitive salary, flexible working arrangements, and opportunities for professional development.

Benefits

Competitive salary and benefits package

Flexible working arrangements

Comprehensive health and wellness benefits

Generous holiday allowance

Opportunities for professional growth

Qualifications

• Strong knowledge of complex accounting and tax issues.
• Experience in building client relationships.
• Ability to lead and mentor junior team members.

Responsibilities

• Manage a diverse portfolio of clients.
• Lead and mentor junior team members.
• Contribute to business development initiatives.

Skills

Client relationship management

Complex accounting and tax knowledge

Leadership

Communication skills

Job description

Overview

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

• 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

• 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

• 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.