Client Portfolio Manager with progression

Michael Page; West of England; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Michael Page is recruiting for a Client Portfolio Manager based in Bristol with a clear progression path to leadership. You will oversee year-end accounts, tax and full service delivery for a mixed portfolio, mentoring staff and working closely with Partners as a trusted right-hand.

The role offers hybrid working and long-term career progression toward Director/Partner, with opportunities to develop within a growing practice and a collaborative culture.

Qualifications

• Hold AAT, ACA/ACCA/CTA qualifications or progression through experience in accountancy practice.

Responsibilities

• Manage delivery for sole traders, partnerships and limited company OMBs/SMEs; build and maintain client relationships.
• Lead on added-value advisory and planning work for clients; mentor/training of the team.
• Support Partners as key right-hand and progression path toward Director/Partner.

Job description

A leading accountancy practice based in Bristol has a requirement for a Client Portfolio Manager with progression to join them and lead on the management and delivery of year accounts, tax and wider all-around service delivery managing a varied client portfolio, teams and working closely with the Partners as key, right hand support, with a clear progression path on offer.

Client Details

Based in Bristol this growing accountancy firm is undergoing very positive growth and the firms directors are looking for a key right-hand support and addition within this growing firm. There are genuine opportunities to progress on offer here for those seeking a clear route, having perhaps reached a ceiling in their current employer. The firm has an excellent team focused culture, highly collaborative with long serving employees. Flexible working hours can be explored, with hybrid working on offer additionally. So a clear progression path is on offer as well, with a route to develop within this successful firm.

Description

Joining this firm as a Client Portfolio Manager with progression based in Bristol, you will bring your background as an all-rounder accounts, tax and general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs 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 with progression and you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

Job Offer

Circa £50,000 - £60,000 plus other benefits.