Portfolio Manager – Finance & Tax Strategy (Hybrid)

Michael Page Finance; Chichester; Vor Ort; GBP 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

1 day per week from home

Permanent role with career progression

Chichester location

Zusammenfassung

Michael Page Finance in Chichester is seeking a skilled Client Manager to oversee and manage a portfolio of client accounts within the Accounting & Finance department. You will prepare and review financial statements, offer expert advice on tax strategies and business growth, and ensure timely, compliant service delivery.

This permanent role provides a competitive £50,000–£60,000 salary, with 1 day per week from home and clear opportunities for career progression.

Qualifikationen

• Strong background in Accounting & Finance within the business services industry.
• Excellent communication skills for client interactions and team collaboration.
• Proven ability to manage multiple client accounts effectively.

Aufgaben

• Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
• Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
• Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
• Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
• Identify opportunities to expand services within the existing client base.
• Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
• Deliver regular performance reports and updates to senior management as needed.
• Act as the primary point of contact for client queries and concerns.

Kenntnisse

Client portfolio management

ACA/ACCA qualified

Multi-client management

Client communication

Attention to detail

Financial software proficiency

Proactive problem solving

Ausbildung

ACA or ACCA

Jobbeschreibung

Michael Page Finance in Chichester is seeking a skilled Client Manager to oversee and manage a portfolio of client accounts within the Accounting & Finance department. You will prepare and review financial statements, offer expert advice on tax strategies and business growth, and ensure timely, compliant service delivery.

This permanent role provides a competitive £50,000–£60,000 salary, with 1 day per week from home and clear opportunities for career progression.