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Client Portfolio Manager

Reed
Posted 11 hours ago, valid for 7 days
Location

Huntingdon, Cambridgeshire PE28 2JJ

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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  • Reed Practice is seeking an experienced Accounts/Portfolio Manager or Senior Accountant for a Client Portfolio Manager role in a small firm offering progression to senior leadership.
  • The position involves managing a diverse portfolio of businesses, producing accounts, and handling corporate and personal tax returns.
  • Candidates should have experience in managing HMRC enquiries, planning, advisory, compliance work, and company secretarial responsibilities.
  • The role offers an attractive salary that is regularly reviewed based on performance, along with 33 days holiday and additional benefits.
  • Ideal candidates should have significant experience in an accountancy firm and be looking for growth opportunities.

Are you an experienced Accounts/Portfolio Manager looking for a new challenge or Senior Accountant seeking your next step up, in a firm that can offer progression to a senior leadership role?

Reed Practice are partnering with a small but mighty firm to recruit a Client Portfolio Manager, to complement the existing management team and help drive the business forward.

In this crucial, client facing role, you will manage a diverse portfolio of businesses as the primary contact for the firm.

You will produce accounts for companies of all sizes, as well as associated corporate and personal tax returns.  

Other tax work will include managing HMRC enquiries, planning, advisory and compliance work.

Other duties will include company secretarial responsibilities such as filings, confirmation statements, maintaining share registers and officer changes.

Despite being a small firm they offer some big benefits!

You will receive an attractive remuneration which is reviewed regularly on performance, 33 days holiday plus Christmas closure, extended lunch breaks and early finish on special occasions.

As well as hybrid working, they offer free parking, private healthcare and pension, a referral fee paid for new clients brought to the firm and a discretionary bonus paid at Christmas.

If you are an experienced Client Manager or very close to it (such as a Senior Accountant looking for progression), working in an accountancy firm  providing accounting and tax services, then please contact Natalie Harden at Reed to learn more.

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.