Senior Client Accountancy Portfolio Manager, permanent career opportunity for an experienced client-facing portfolio manager who can evidence a minimum of 5 years previous experience, relevant skills in portfolio management and expertise. Educated to AAT/ACCA or by accountancy expertise, this exciting and rewarding opportunity is offered at a starting salary of £60K per annum, combined with a range of very attractive employee benefits.
Based in Wiltshire, this is a full-time post, requiring travel to other office locations and client premises, reporting to the key stakeholders, delivering a comprehensive, client focused service to a prestigious, designated portfolio. Responsible for the ongoing development and maintenance with all clients, completing complex accountancy work and dealing with all tax related issues. Acting as the main point of contact for the group partner portfolio in the absence of the key stakeholders, ensuring that all fee notes are generated and submitted in line with the client and business agreement.
As Senior Client Accountancy Portfolio Manager, responsible for the provision of coaching, training, and mentoring of junior team members, leading, and motivating to ensure that only exceptional levels of service are delivered. This role seeks proven experience of supporting owner managed businesses, looking at forecast business growth and account return expectations, building a robust knowledge of the client business current and future. Taking time to understand how each and every client business operates, looking at comprehensive and compliant ways of managing accounts and tax returns.
Naturally you will have excellent communication skills, both verbal and written, with advanced working knowledge of MS Office (Word, Excel, Outlook) the use of Sage/Xero/IRIS and QBO. You will possess a professional and articulated approach to client accountancy management requirements and now seeking a new and progressive career move with a highly successful, well-established employer.