Client Portfolio Manager

Levitate Recruitment; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Accountancy Practice in Leeds is seeking a Client Portfolio Manager to manage a diverse client portfolio. The role involves overseeing audits, accounts preparation, and tax assignments while supervising a team and developing your own client portfolio. This position is ideal for someone looking to grow into leadership within the practice, which promotes from within.

Qualifications

• Experience managing your own portfolio.
• Right to work in the UK without sponsorship.

Responsibilities

• Manage a varied portfolio of clients across a range of industries.
• Organise and plan the workload across the team.
• Supervise, support and train less experienced team members.

Skills

Portfolio Management

Audit

Accounts Preparation

Tax Assignments

Job description

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Levitate Recruitment is currently recruiting on behalf of a regional Accountancy Practice to find them a Client Portfolio Manager.

Role:

• Manage a varied portfolio of clients across a range of industries.
• Your responsibilities will be across Audits, Accounts Preparation and Tax assignments.
• Responsible for organising and planning the workload across the team.
• Working with the Partner; setting budgets, negotiating fees and monitoring the billings.
• Supervise, support and train less experienced members of the team.
• You will play an active role in developing and building your own portfolio.

This practice is looking for future leaders of the business. They have a proven track record of promoting into Senior Level positions from within for those that demonstrate they are ready for the opportunity.

Requirements:

• Experience of being running your own portfolio.
• As our client is unable to provide sponsorship you must have the right to work in the UK without the need for sponsorship.