Client Portfolio Manager - Hybrid (ACA/ACCA)

TGFP Limited.; Southam CP; Hybride; GBP 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Company pension

Wellness programme

Résumé du poste

TGFP Limited is seeking a qualified accountant to manage client services and act as a trusted advisor, with a focus on delivering exceptional service. The role offers hybrid remote work in Southam or Leamington Spa and opportunities to take on more responsibility within the Practice.

The ideal candidate will be ACA, ACCA or QBE with at least 3 years in a Practice environment, capable of maintaining client relationships, and proficient in Sage, Xero and QuickBooks.

Qualifications

• ACA, ACCA or QBE with at least 3 years experience in a Practice environment.
• Proactive approach to problem solving and strong communication skills.
• Experience managing a client portfolio and relationships.

Responsabilités

• Oversight of a portfolio of clients and acting as a trusted advisor for businesses across a wide range of sectors.
• Developing client relationships and being the main contact point for your clients whilst ensuring all internal departmental work for your clients is completed in a timely manner.
• Work closely with Managers and Partners to ensure client expectations and deadlines are met.
• Support with training and development of junior members of the team.
• Responsibility for client billing and WIP management.
• Any other ad hoc work as required.

Connaissances

Client relationship management

Excellent communication

Organised

Proactive problem solving

Formation

ACA/ACCA or QBE

Outils

Sage

Xero

QuickBooks

Description du poste

TGFP Limited is seeking a qualified accountant to manage client services and act as a trusted advisor, with a focus on delivering exceptional service. The role offers hybrid remote work in Southam or Leamington Spa and opportunities to take on more responsibility within the Practice.

The ideal candidate will be ACA, ACCA or QBE with at least 3 years in a Practice environment, capable of maintaining client relationships, and proficient in Sage, Xero and QuickBooks.