Client Portfolio Manager

Michael Page; Exeter; On-site; GBP 42,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Clear progression path

Job summary

Michael Page is recruiting for a Client Portfolio Manager in Exeter to lead a portfolio of OMBs and SMEs, overseeing year-end accounts and tax work while delivering wider services.

You will manage client relationships, mentor staff, and collaborate with Partners to drive advisory and planning projects, with a clear progression path toward Director/Partner level.

Qualifications

• Qualified with AAT or chartered equivalent (ACA/ACCA/CTA).
• Experience in accountancy practice at a managerial level.
• Proven ability to manage client portfolios and lead teams.

Responsibilities

• Manage a client portfolio of OMBs & SMEs with year-end & tax reviews.
• Lead delivery, mentoring and training within your team.
• Provide advisory and planning services to clients, developing business.

Skills

Client relationships

Team mentoring

Year end accounts

Tax

Advisory & planning

Education

AAT

ACA/ACCA

CTA

Job description

A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide ranging industry clients across OMBs & SMEs ensuring a quality service across review of year end accounts, tax and wider services, advising clients and developing business, managing teams & working closely with the Partners as key support with a clear progression path on offer.

Client Details

Based in Exeter this chartered accountancy firm has a long standing reputation and has experienced positive ongoing growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.

Description

Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder year end accounts, tax & general accountancy practice professional to service wide ranging limited company OMBs and SMEs with a hands‑on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.

Profile

For this Client Portfolio Manager role you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc with a career background developed with accountancy practice having developed to the managerial levels. You will have an all‑around accounts/tax career background gained within any of small, medium/larger independent or Top 50, Top Tier accountancy firm environments as an all‑round accounts/tax etc 'general accountancy practice' professional and you will be seeking a move with a career progression path on offer.

Job Offer

Circa £42,000- £55,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.