Client Portfolio Manager to join a leading accountancy firm in Exeter
Team orientated culture, with wide ranging responsibilities, carving a key role
About Our Client
Based in the firms Exeter offices, this accountancy practice has developed a strong reputation across Devon and further afield. The firm acts for a wide spectrum of clients, very wide ranging in size and industry, acting for SME, OMBs, corporates, sole traders and partnerships. Core clients range across the £500k - £5million mark, with additional larger corporate up to £50 - £70 million in turnover. Within the specific team where this role is focused, clients range from smaller sole traders, partnerships and limited companies into the millions across unincorporated and corporated SMEs, OMBs, with services focused on accounts, personal and corporate tax and other wider ranging added value services.
Joining as a Client Manager in the firms Exeter offices, you will take on the management of a varied portfolio in a hands on role, ensuring the delivery of a quality service and building relationships internally across the firm and with clients. You will have both hands on involvement in more complex accounts preparation and tax returns, reviewing work, meeting clients and developing in responsibility and level. You will work with Directors and other managers closely and help develop the wider team, supporting juniors. You will be overseeing the delivery of accounting, taxation and other services, with a portfolio, moulded around the technical strengths and motivations of the right candidate. There will be a good element of the role advising on wide ranging accounting and added value projects in addition. The opportunity therefore provides a genuine opportunity to progress and carve a key career move in this growing firm.
The Successful Applicant
You will be any of ACA, ACCA, or suitably qualified by experience, with a demonstrably strong background in the accountancy practice sector, developing your career to Managerial levels as a Client Manager, Portfolio Manager etc. You will have skills providing the range of accounting and tax services and planning services to a mixed and varied client base of SMEs, OMBs, limited companies, sole traders and wider clients and be looking for a career move offering the chance to develop in your career and progress within a growing, highly successful firm and business.
What's on Offer
Circa £32,000 - £38,000 plus, dependent on experience, background and level, negotiable, plus benefits.