Role details

Client Portfolio Manager

Chard   •   £32,000 - £38,000   •  Permanent

Bullet points

  • Client Portfolio Manager to join a successful accountancy practice in Chard
  • Client contact, responsibility and opportunity to carve a key role

About Our Client

Based in Chard, this accountancy practice has developed an enviable reputation across Somerset and the wider UK and acts for a very varied and wide ranging client base. Opportunities for career growth and progression are on offer in this leading firm for a Client Portfolio Manager seeking a challenging career move.

Job Description

Joining as a Client Portfolio Manager, based from the firms Chard offices, you will take responsibility for a wide ranging, varied portfolio. There is potential for involvement with xero and CCH used for for accounts, but experience in these packages is not a necessity. The role can be moulded to some degree to suit either a full time or part time requirement, with a mixed of small element of Charity clients, lid companies, partnerships, sole traders and tax only cases. Based on around 140 clients currently with scope to further develop this client base moving forward and working partners on growing the portfolio and department .

The Successful Applicant

You will be ACA or ACCA qualified, or equivalent, with a career background in accountancy practice, at Client Portfolio Manager level with client and portfolio management responsibility. You will have a recent background working for an accountancy practice, in both a hands on and managerial, review capacity, overseeing the delivery of accounts and tax services to a mixed client base of limited companies, SMEs and OMBs. You will be looking for a challenging, long term permanent career move.

What's on Offer

£32,000 - £38,000 dependent on experience and background, negotiable.

Apply for this job

Click the Apply or LinkedIn button below or contact Mark Bailey on +44 1793 486 785 quoting job reference 13476411
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