Client Portfolio Manager — Flexible, Part‑Time

Monahans, Part of the Sumer Group; Bath; Hybrid; GBP 25,000 - 38,000; Part time

Benefits offered by this job

Competitive salary

Health insurance

Flexible working arrangements

Enhanced maternity/paternity pay

Cycle-to-work scheme

Job summary

A leading accountancy firm in Bath is looking for a Client Portfolio Assistant Manager to manage client relationships and oversee accounts preparation. The successful candidate will work closely with partners and support junior team members. Key requirements include AAT/ACA/ACCA qualification or equivalent experience, strong analytical and problem-solving skills, and the ability to manage multiple clients effectively. This role offers competitive pay and flexible working arrangements.

Qualifications

• Experience in managing client relationships and overseeing accounts preparation.
• Demonstrable ability to produce draft year-end accounts.
• Strong problem-solving skills required.

Responsibilities

• Maintain productive relationships with key clients.
• Produce draft year-end and management accounts.
• Work with the partner to manage work deadlines.

Skills

AAT/ACA/ACCA qualified or qualified by experience

Experience preparing statutory accounts

Strong analytical skills

Ability to manage multiple clients

Job description

A leading accountancy firm in Bath is looking for a Client Portfolio Assistant Manager to manage client relationships and oversee accounts preparation. The successful candidate will work closely with partners and support junior team members. Key requirements include AAT/ACA/ACCA qualification or equivalent experience, strong analytical and problem-solving skills, and the ability to manage multiple clients effectively. This role offers competitive pay and flexible working arrangements.