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We are seeking a dynamic and results-driven Accounts Portfolio Manager to join my client's team located in the idyllic town of Fordingbridge!
This is a full-time office based position, and we are also considering candidates seeking a 4 day week, with the potential for some flexibility on working hours / pattern. The role will go hybrid after 6 months, and comes with excellent company benefits :-)
The ideal candidate will have an Accountancy background and AAT qualifications. You will also be from a multi-client, Accountancy practice background and have great communication skills!
You will be responsible for managing a client portfolio and liaising between external clients and the Accounts team, ensuring the timely delivery of accounts and VAT returns, as well as providing outstanding customer care and satisfaction.
Duties:
- Developing and maintaining strong relationships with clients to understand their needs and objectives.
- Maintaining a good working relationship with the internal accounts team, ensuring the timely delivery of deadline-based tasks, such as accounts, VAT returns and Corporation Tax Returns.
- Communicate effectively with clients to provide updates, resolve issues, and ensure satisfaction with services.
- Keep track of and control account activities and analyse performance metrics.
- Collaborate with cross-functional teams to deliver tailored solutions that meet client requirements.
- Prepare and present reports on account status and delivery trends to senior management.
- Lead negotiations for contract renewals and new agreements, ensuring mutually beneficial outcomes.
Skills:
- AAT qualifications
- Proven experience in Financial Account Management or similar role is essential.
- A good working knowledge of the Xero accounting software package.
- Excellent communication skills, both verbal and written, with the ability to engage effectively with clients at all levels.
- Strong leadership qualities to inspire teamwork and drive results within the organisation.
- Proficiency in Salesforce or similar CRM software for managing client interactions and data analysis.
- Ability to analyse our accounts delivery trends and client feedback to the owner of the business, to allow strategic decisions to be made.
- A proactive mindset with a focus on achieving targets and enhancing customer experiences.
Benefits:
- Quarterly profit share, typically adding around 10% to salary
- Twenty-five days holiday plus bank holidays
- On site parking at no cost
- A degree of flexibility on hours
- Hybrid after 6 months probation period
- Other benefits to be discussed at interview
If you feel you have the right skills and experience, apply today to be considered!
If you are passionate about building relationships and driving success in a growing, fast-paced environment, we encourage you to apply for this exciting opportunity as a Accounts Portfolio Manager!
INDCP
