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Client Portfolio Manager

Michael Page Finance
Posted 7 hours ago, valid for 6 hours
Location

Chard, Somerset TA20 2EW, England

Salary

£48,000 - £57,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A growing accountancy practice in Chard is seeking a Client Manager to oversee the delivery and management of accounts, tax, and advisory services.
  • The firm is looking for a candidate with around 5 years of experience in an accountancy practice, ideally at a managerial level.
  • Candidates should hold relevant qualifications such as AAT, ACA, ACCA, or CTA, or possess equivalent experience.
  • The salary for this position ranges from £48,000 to £58,000, depending on the candidate's background and experience.
  • This role offers a clear progression path and the opportunity to work closely with the firm's partners.

A growing and highly reputable accountancy practice based in Chard has a requirement for a Client Manager to join them as a key addition taking on the delivery, review and management of accounts, tax and wider all around service provision, managing teams and working closely with the Partners as key, right hand support with a clear progression path on offer.

Client Details

Based in Chard this chartered accountancy firm has developed an excellent reputation and is undergoing very positive 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. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm.

Description

Joining this firm as Client Manager based from their Chard offices, you will bring your background as an all-rounder accounts and tax accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with, 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.

Profile

You will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

Job Offer

£48,000- £58,000 + 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 to find out more.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.