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Client Portfolio Manager

Exeter Permanent £42,000 - £55,000 per year View Job Description
A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide ranging industry clients across OMBs & SMEs ensuring a quality service across review of year end accounts, tax and wider services, advising clients and developing business, managing teams & working closely with the Partners as key support with a clear progression path on offer.
  • Client Portfolio Manager to join an Exeter based firm of accountants
  • Career progression, managing client relationships, teams & business development.

About Our Client

Based in Exeter this chartered accountancy firm has a long standing reputation and has experienced positive ongoing growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.

Job Description

Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder year end accounts, tax & general accountancy practice professional to service wide ranging limited company OMBs and SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.

The Successful Applicant

For this Client Portfolio Manager role you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc with a career background developed with accountancy practice having developed to the managerial levels. You will have an all-around accounts/tax career background gained within any of small, medium/larger independent or Top 50, Top Tier accountancy firm environments as an all-round accounts/tax etc 'general accountancy practice ' professional and you will be seeking a move with a career progression path on offer.

What's on Offer

Circa £42,000- £55,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.

Contact
Mark Bailey
Quote job ref
JN-052026-7018341
Phone number
+44 1179 271452

Job summary

Job function
Audit & Advisory
Subsector
Practice (Audit) & Assurance
Sector
Business Services
Location
Exeter
Contract type
Permanent
Consultant name
Mark Bailey
Consultant phone
+44 1179 271452
Job reference
JN-052026-7018341