Senior Portfolio Manager

Rutherford Briant; Swindon; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Client Portfolio Manager to oversee a diverse client portfolio and ensure their financial needs are met. This role promises a clear career progression to Director level for ambitious professionals. You will be the primary point of contact for clients, tackling complex accounting and tax issues while also mentoring junior team members. The firm values diversity and inclusion, encouraging applicants from all backgrounds to join their dynamic team. If you're looking for a rewarding career with significant growth potential, this opportunity is for you.

Benefits

Competitive salary with regular reviews

Comprehensive health and wellness benefits

Flexible working arrangements

Enhanced parental leave

Pension support

Benefits platform

Volunteer leave

Qualifications

• Proven experience managing a diverse client portfolio.
• Strong understanding of complex accounting and tax issues.

Responsibilities

• Maintain and enhance relationships with clients, addressing complex accounting issues.
• Lead and motivate your team, fostering an inclusive environment.

Skills

Client Relationship Management

Accounting Knowledge

Taxation Expertise

Team Leadership

Job description

Are you are a driven professional seeking a challenging and rewarding role? This company is a respected Top 20 accounting firm experiencing rapid growth and offering unparalleled career progression.

In this key position, you will manage a diverse portfolio of clients, acting as their primary point of contact and ensuring their financial and business needs are met with precision and expertise. This role offers a clear career pathway to Director level for ambitious individuals.

Responsibilities:
As a Senior Client Portfolio Manager, you will have responsibility for:

• Client Service:
  • Maintain and enhance relationships with clients, addressing complex accounting and tax issues.
  • Serve as the primary contact in the absence of the Partner/Director.
  • Coordinate with compliance teams and handle intricate client work.
• Coach, mentor, and support junior team members.
• Lead and motivate your team, fostering an inclusive environment.
• Act as a role model, exemplifying professionalism and a client-centric approach.
• Business Development:
  • Develop long-term client relationships and identify opportunities for additional services.
  • Collaborate with Partners/Directors to expand the client base.
  • Support business development initiatives, including pitches and proposals.

Requirements:
As a Senior Client Portfolio Manager, the key requirements are: -

• Proven experience managing a diverse client portfolio.
• Strong understanding of complex accounting and tax issues.
• Demonstrated ability to build and maintain strong client relationships.
• Experience leading and mentoring teams.

Benefits:
As a Senior Client Portfolio Manager the benefits are: -

• Competitive salary with regular reviews.
• Comprehensive health and wellness benefits.
• Flexible working arrangements, including homeworking and additional leave purchase.
• Generous support policies, including enhanced parental leave and pension.
• Additional perks, including a benefits platform and volunteer leave.

If you're a driven accounting professional looking for a rewarding career with a reputable firm, apply now!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.