Client Portfolio Manager

A leading firm of chartered accountants based in Taunton is searching for a qualified, ACA or ACCA Client Portfolio Manager to join the firm as a key addition in a role offering progression and increasing influence with the chance to carve a career within a growing accountancy practice.

Client Details

Based in the Taunton area, this leading accountancy practice has an excellent reputation and provides a superb environment for accounting professionals looking to progress in their careers. The firm planning for the future growth and direction of the practice and offers an environment with genuine scope to progress.

Description

Joining as a Client Portfolio Manager you will take the lead on managing and delivery wide ranging services to a wide spectrum of clients from small turnover sole traders, partnerships and limited companies, into the millions in turnover, to corporate clients, SMEs and OMBs with turnovers over audit threshold. You will take on the management of a significant sized portfolio with a team of professional support staff around you to help deliver a quality service. Your portfolio will focus on accounts, tax and other general accountancy practice services and added value planning and project work, for a mixed portfolio of ltd company SMEs, OMBs, partnerships and sole traders, up to circa £6million or so, with larger groups and corporate clients over the audit threshold in turnover. Clients are varied in sector and you will have opportunity to really carve a key career move in this firm, developing client relationships and delivering on wide ranging projects, working with the wider team. The firm is expanding and has structured growth and development plans in place and therefore presents a superb career opportunity for practice professionals looking to progress in their accounting careers as there will be potential for progression in the role and firm.

Profile

You will be ACA, ACCA qualified with a background gained within the accountancy practice sector with skills across any of accounts, audit, tax and wider ranging general accountancy practice services. You will be operating around the Client Portfolio Manager levels and you will be looking to further your accountancy practice career.
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.

Job Offer

Circa £36,000 - £48,000 dependent on the background, level and experience of the right professional. Please apply online, or for an initial, confidential discussion to find out more please contact Mark Bailey on 01179 271452.