Client Portfolio Manager With Progression

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

Benefits offered by this job

Hybrid working

Flexible hours

Job summary

Page Personnel in Bristol is seeking a Client Portfolio Manager to service a diverse client base, delivering accounts, tax and compliance with a pathway to Director/Ownership. You will mentor colleagues and lead advisory work to strengthen client relationships.

The firm promotes a collaborative culture with flexible hours and hybrid working. AAT/ACA/ACCA/CTA qualifications or equivalent experience are accepted, with a strong focus on progression and development within the firm.

Qualifications

• Experience in accountancy practice at manager level or above.
• Strong background in handling accounts, tax and statutory compliance for SMEs.

Responsibilities

• Manage client portfolio for sole traders, partnerships and SMEs; deliver full compliance and advisory services.
• Mentor and train junior staff; review work delivered by the team.
• Drive value-added advisory and planning work for clients and support progression to partner-level roles.

Skills

Client relationship management

Mentoring & training

Review & advisory support

Education

AAT/ACA/ACCA/CTA qualifications

Job description

• Client Manager with progression to join a growing Bristol accountancy firm.
• Clear progression path on offer to Director/Ownership

About Our Client

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.

Job 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.

The Successful Applicant

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.

What's on Offer

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