Client Portfolio Manager

Sumer Group Holdings Limited; Chippenham; On-site; GBP 35,000 - 65,000; Full time

Job summary

Join a leading accounting firm as a Client Portfolio Manager, where you'll be pivotal in delivering tailored services to a diverse client base. This role offers the chance to leverage your accounting expertise while fostering strong client relationships and contributing to the firm's growth. You'll be part of a collaborative environment that values professional development and work-life balance. With a commitment to innovation and excellence, this position allows you to lead a team, tackle intricate accounting challenges, and make a meaningful impact. If you're passionate about client service and leadership, this opportunity is perfect for you.

Benefits

Private Health Insurance

Healthcare Cash Plan

Employee Assistance Program

Flexible Working Arrangements

Enhanced Maternity and Paternity Pay

Life Assurance

Pension Scheme

Volunteer Leave

Social Events

Cycle-to-Work Scheme

Qualifications

• Proven experience managing a diverse client portfolio in accounting.
• Strong understanding of complex accounting and tax issues.

Responsibilities

• Deliver comprehensive client-focused services to a designated portfolio.
• Manage complex accounting tasks and oversee team performance.

Skills

Client Relationship Management

Accounting Knowledge

Tax Issue Resolution

Team Leadership

Business Development

Education

Degree in Accounting or Finance

Job description

Client Portfolio Manager

Department: Accounting

Employment Type: Permanent

Location: Chippenham

Description

About Monahans
Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years and a network of offices across the south west region. We are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.

Purpose of the Role
As a Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise. This is an exciting opportunity to leverage your accounting knowledge while deepening client relationships, contributing to the firm's growth, and playing a crucial role in the seamless delivery of our services.

You will act as the primary contact for your portfolio, ensuring that all client engagements are handled efficiently and to the highest standards. This role requires a balance of strategic oversight and hands-on involvement, where you will take charge of complex accounting tasks, oversee team performance, and contribute to the expansion of our client base. Your contribution will directly impact the success of our clients and the continued development of Monahans.

Key Responsibilities

Client Service

• Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
• Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently.
• Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialised attention.

People & Leadership

• Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
• Lead and motivate your team, creating an inclusive environment that upholds Monahans' values.
• Act as a role model within the firm, exemplifying professionalism, integrity, and a client-centric approach in all interactions.

Business Development

• Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
• Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
• Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities.

Skills, Knowledge and Expertise

• Proven experience managing a diverse client portfolio within an accounting or business advisory context.
• Strong understanding of complex accounting and tax issues, with the ability to handle intricate client work.
• Demonstrated ability to build and maintain strong client relationships, ensuring high levels of client satisfaction.
• Experience leading and mentoring teams, with a track record of developing junior staff members.
• Solid business development skills, with experience in identifying and capitalising on growth opportunities.

You may be the sort of person who is:

• Client-Centric: Dedicated to understanding client needs, delivering tailored solutions, and fostering strong, enduring relationships.
• Leadership-Oriented: Experienced in leading and mentoring teams, with a focus on developing talent and fostering an inclusive, high-performance culture.
• Adaptable: Skilled at navigating complex and changing environments, with the ability to manage multiple priorities effectively.
• Solution-Focused: A proactive problem solver, always seeking innovative ways to address client challenges and enhance service delivery.

Benefits

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:

• Competitive salary with regular benchmarking and merit-based reviews.
• Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
• Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
• Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
• Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.

Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world.

We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion.

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, gender reassignment, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us.