Client Portfolio Manager

TN United Kingdom; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Portfolio Manager to oversee a diverse client portfolio across various sectors. This role involves managing audits, accounts preparation, and tax assignments, while also supervising and mentoring junior team members. The firm is committed to developing future leaders, offering a clear path for career advancement. If you have a passion for client management and a desire to grow within a supportive environment, this opportunity is perfect for you.

Qualifications

• Experience in managing a diverse portfolio of clients across various industries.
• Ability to supervise and train less experienced team members.

Responsibilities

• Manage a varied portfolio of clients and handle audits, accounts preparation, and tax assignments.
• Collaborate with the Partner to set budgets and monitor billings.

Skills

Client Portfolio Management

Audit

Accounts Preparation

Tax Assignments

Team Management

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:

1. Manage a varied portfolio of clients across a range of industries.
2. Handle responsibilities including Audits, Accounts Preparation, and Tax assignments.
3. Organise and plan the workload across the team.
4. Collaborate with the Partner to set budgets, negotiate fees, and monitor billings.
5. Supervise, support, and train less experienced team members.
6. Contribute to developing and expanding your own client portfolio.

This practice aims to develop future leaders. They have a strong track record of promoting from within to Senior Level positions for those demonstrating readiness.

Requirements:

• Experience in managing your own portfolio of clients.
• Must have the right to work in the UK without sponsorship, as the client cannot provide sponsorship.