Client Portfolio Manager

Pro Talent; Eastleigh; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a leading accountancy firm in Eastleigh as a Client Portfolio Manager, where you will manage a diverse client portfolio and oversee accounts production. This role offers the opportunity to engage in audit work, provide tax compliance, and collaborate closely with managers and directors to deliver exceptional service. With a strong emphasis on professional growth, you will be part of a dynamic team that values expertise and aims for excellence. If you are ACA/ACCA qualified and eager to progress in your career, this is the perfect opportunity to make a significant impact in a thriving firm.

Benefits

Free parking onsite

Qualifications

• Qualified ACA/ACCA with solid practice background.
• Strong audit knowledge and experience in accounts production.

Responsibilities

• Manage a portfolio of clients and produce accounts for limited companies.
• Conduct audit work from planning to completion and assist junior team members.

Skills

Audit knowledge

Client management

Tax compliance

Accounts production

Education

ACA/ACCA Qualified

Job description

ProTalent are currently working with one of Eastleigh’s leading accountancy firms to recruit a new Client Portfolio Manager to join their successful team.

The firm:

1. Leading accountancy firm in the area
2. Enjoying consistent growth and increasing market share
3. Impressive client base from a wide range of industries
4. Great team of experts all working together to achieve great things
5. Loads of free parking onsite!

The Client Portfolio Manager role:

1. Accounts production for limited companies including groups and consolidated accounts
2. Managing a portfolio of clients from a range of industries.
3. Reviewing accounts produced by more junior members of the team
4. Audit work from planning to completion for a wide range of clients
5. Acting as an Audit Senior on site and assisting more junior members of the team
6. Tax compliance
7. Assisting clients with queries and working closely with Managers and Directors to ensure highest levels of service
8. Identifying opportunities to win new clients
9. Attending new client meetings with the Director/Associate Director when required.

The successful applicant:

1. ACA/ACCA Qualified
2. Solid practice background
3. Good audit knowledge and seeking a mixed audit and accounts role
4. Keen to progress

Thank you for your interest.