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Client Portfolio Manager / Partner Designate
Client Portfolio Manager/Partner Designate to join an accounting firm in Yeovil
Client responsibility, portfolio management progression and progression.
About Our Client
Based in Yeovil, this well established firm of chartered accountants acts for a wide spectrum of OMB and SME corporate clients, across wide ranging turnovers and industry sectors, with clients over and under the audit threshold in turnover. Alongside this, the firm also acts for a wide variety of smaller sole traders , partnerships and smaller limited companies. The portfolio can be moulded around the right fit of individual to offer a 100% sub audit threshold, general practice portfolio, or with a small element of larger clients and a portfolio offering a small element of audit, to the right candidate with these skills and motivation for involvement on this side. The team is highly experienced with a number of qualified staff and flatter structure, with the associated client contact, relationship management, autonomy and opportunity to increase your responsibility and build key relationships internally and with clients.
You will join as a Client Portfolio Manager / Partner Designate and take full responsibility for the provision of wide ranging general practice services to a mixed and varied client base. You will manage the delivery of a quality service, in both a hands on role and review accounts produced by junior staff. You will have significant client contact and build relationships with your clients. You will also work closely with one or more of the firm partners and carve a key role, developing new client growth and further the development of the firm, with a route to partnership on offer for the right individual.
The Successful Applicant
ACA, or ACCA qualified, you will have a background working in the accountancy practice sector, having developed your career to Manager / Client Portfolio Manager / Partner Designate level, with responsibility for the delivery of services across audit, accounts and other wide ranging accountancy practice services to a mixed client base.
You will be searching for a career move in a firm, where you can work directly with partners and carve a key position, within a well regarded firm of chartered accountants.
What's on Offer
£35,000 - £45,000 or more, dependent on experience and background, negotiable.