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Client Portfolio Manager

Rutherford Briant
Posted 2 days ago, valid for 22 days
Location

Chippenham, Wiltshire SN14 6LJ, England

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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  • My client, a leading accounting and business advisory firm, is seeking a Client Portfolio Manager for their Chippenham office.
  • The role requires strong knowledge of complex accounting and tax issues, along with excellent client relationship management skills.
  • Candidates should have leadership and mentoring experience, with a client-centric and solution-focused approach.
  • The position offers a competitive salary and benefits package, along with opportunities for professional growth and development.
  • A minimum of 5 years of experience in accounting is required for this role.

Are you a seasoned accounting professional ready to take your career to the next level? My client is a leading accounting and business advisory firm and are seeking a dynamic Client Portfolio Manager to join the growing team in the Chippenham office.

This company is a respected Southwest accounting firm, for career growth, a supportive work environment, and the chance to make a real impact on clients.

Responsibilities:As a Client Portfolio Manager, you will have responsibility for: -

  • Manage a diverse portfolio of clients, providing expert accounting and tax advice.
  • Build and maintain strong client relationships, serving as their trusted advisor.
  • Lead and mentor junior team members, fostering their professional growth.
  • Contribute to business development initiatives, expanding the client base.
  • Act as a primary point of contact, ensuring seamless service delivery.

Requirements:As a Client Portfolio Manager, the key requirements are: -

  • Strong knowledge of complex accounting and tax issues.
  • Excellent client relationship management and communication skills.
  • Leadership and mentoring experience.
  • A client-centric, adaptable, and solution-focused approach.

Benefits:As a Client Portfolio Manager the benefits are: -

  • Competitive salary and benefits package.
  • Flexible working arrangements, including homeworking.
  • Comprehensive health and wellness benefits.
  • Generous holiday allowance and support policies.
  • Opportunities for professional growth and development.
  • A company that values its community and its environmental impact.

If you're a driven accounting professional looking for a rewarding career with a reputable firm, apply now!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

Apply now in a few quick clicks

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.