Client Portfolio Manager

Bath Permanent £45,000 - £55,000 per year
  • Join a reputable independent firm with offices across the the South West.
  • Manage a varied portfolio with clear progression routes.

About Our Client

The client is a reputable and leading independent firm with 21 partners and over 200 staff spread across five office locations. They have a very clear appraisal and development path where you can progress in decent timescales through the ranks with good performance. They are a one stop shop for business services providing a large amount of interesting and complex advisory work.

Job Description

  • Consistently run a varied portfolio of clients, including dealing with the completion / reviewing of annual accounts and tax computations, reviewing VAT returns completed by junior members of staff.
  • Conduct planning meetings with the junior staff to relay client knowledge/deadlines and take an active role in ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio.
  • Plan your team's workload and balance this with the needs of the firm to achieve the firm's expected turnaround for jobs.
  • Arrange pre-year-end meetings with the client.
  • Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required.
  • Attend client meetings and build your relationship with the client to become the main point of contact for your portfolio.
  • Speak confidently with clients about software options relevant to their needs.
  • Understanding and adhering to our internal software and procedures.
  • To promote and ensure best practice is followed for all compliance matters.
  • Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital.
  • To proactively deal with client queries and covering advice with partners before forwarding to clients.
  • Review external communications and liaise with the Partner on matters containing advice. Liaise with clients and HMRC on portfolio matters.
  • Helping to oversee the day-to-day management of a department, including assigning work to staff members.
  • Take responsibility for job performance and recoveries. Identify training needs within the team to develop staff to their career goals.
  • Undertake staff appraisals for direct reports.
  • Represent the firm externally at various networking events and build relationships in the communities our offices are based.
  • A willingness to contribute or manage internal projects that may not be directly related to the portfolio management.
  • Assist with administrative duties as required by the firm.
  • To effectively manage the financial aspects of the portfolio. Maintain control of the WIP level within your portfolio.
  • To have a collaborative approach with your department and the rest of the firm. Delegate appropriate tasks to staff to further their development.

The Successful Applicant

  • Preferred ACA / ACCA qualified.
  • 2 years + or equivalent experience
  • A high degree of personal motivation, organisational skills and the ability to manage your own workload.
  • Flexibility and approachability under pressure.
  • You must be proactive, tenacious and show initiative at all times.
  • Excellent attention to detail and a high degree of accuracy.
  • The ability to communicate confidently, clearly and effectively at all levels including ensuring the partner is aware of any client issues.
  • The ability to work closely with other members of the team and management team.
  • A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
  • A high level of professionalism to deliver client service excellence.
  • The ability to build excellent relationships with all colleagues through role model behaviour. in line with the Firm's culture and strategic objectives.
  • The ability to multitask and meet deadlines when required.
  • Effective delegation and time management.
  • To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.

What's on Offer

  • Competitive Salary of up to £55,000 DOE

  • Flexible and hybrid working options
  • WPA Health Insurance
  • Employer Pension Contributions
  • Cyclescheme
  • Discount with Vodafone
  • Client Introducer Bonus
  • Employee Referral Bonus
  • Professional Subscriptions
  • Qualifications and Study Leave
  • Internal Training
  • Flu Jab
  • Dell Advantage Programme
  • Home Antivirus Protection

Connor Matthews
Quote job ref
Phone number
+44 117 927 1615

Job summary

Job function
Financial Accounting
Business Services
Contract type
Consultant name
Connor Matthews
Consultant phone
+44 117 927 1615
Job reference