Client Manager

We are looking for a Portfolio Manager to join our Newcastle office team. This role is open to candidates with experience in a similar role. (Qualified by experience and ACA/ACCA qualified will be considered)

Role Description

Dealing with a wide spectrum of clients from sole traders, partnerships and limited companies, with a key focus on proactively supporting our clients. You will take on the management of an existing portfolio, where you will be responsible for delivering a quality service. Your portfolio will focus on accounts preparation, taxation and other general accountancy practice services.  Clients are varied and you will have the opportunity to develop client relationships and deliver on wide ranging projects, working with the wider team. The firm is expanding and has structured growth and development plans in place and so offers an exciting opportunity.

Main duties include:

• Managing your own client portfolio
• Working with the wider team to provide a high quality, proactive service
• Building long standing client relationships
• Developing and supporting the trainees
• Accounts preparation for sole trade/partnerships/limited company clients
• Reviewing trainee prepared accounts files, offering constructive feedback and mentorship
• Tax preparation for personal tax and corporation tax
• Basic tax planning
• Monitoring of workflow, communicating with your fellow managers, and sharing resources and knowledge where possible.
• Take on the coordination and delivery of a full service to each client
• Identifying opportunities to expand our services with existing clients

Profile

You will be

• Qualified by experience or ACA/ACCA qualified, with a background gained within the accountancy practice sector with skills across accounts, tax and wider ranging general accountancy practice services.
• Passionate about offering a high-quality service to clients
• Friendly, and able to communicate clearly to both your colleagues and clients.
• Have commercial awareness and great time management
• Qualified or QBE candidates able to manage a portfolio of clients, with sufficient accounts and tax experience.

You will be looking for a career move with genuine scope to progress and develop within one of the regions leading firm of chartered accountants.