Strategic Client Portfolio Lead — Growth & Advisory

Michael Page; Bridgwater; On-site; GBP 38,000 - 50,000; Full time

Job summary

A growing firm of chartered accountants in Bridgwater is looking for a Client Portfolio Manager to oversee a diverse portfolio of clients. The role involves providing expert advice, preparing financial statements, and developing client relationships. The ideal candidate has a professional accounting qualification and proven experience in managing client portfolios. A salary range of £38,200 to £50,000 per annum is offered.

Benefits

Collaborative working environment

Access to additional benefits

Qualifications

• Proven experience managing client portfolios within the accountancy practice sector.
• Strong technical knowledge of accounting, tax, and wider service provision.
• Ability to meet strict deadlines.

Responsibilities

• Manage and oversee a portfolio of clients ensuring deadlines are met.
• Prepare and review financial statements and tax returns.
• Develop and maintain strong client relationships.

Skills

Client management

Communication

Attention to detail

Education

Professional qualification in accounting (ACA, ACCA, ATT, CTA)

Job description

A growing firm of chartered accountants in Bridgwater is looking for a Client Portfolio Manager to oversee a diverse portfolio of clients. The role involves providing expert advice, preparing financial statements, and developing client relationships. The ideal candidate has a professional accounting qualification and proven experience in managing client portfolios. A salary range of £38,200 to £50,000 per annum is offered.