Portfolio Manager - Practice

A modern and successful, multi-site independent firm of chartered accountants based in North-Kent now has a tremendously exciting new opportunity for an experienced client manager with a mix of modern Practice experience.

This firm is a major player in the North Kent/London border area with strong links to the local community and a reputation as a strong training firm and promoting from within.

The client manager will manage his/her own mixed portfolio of fees and help drive further growth within this key business area.

• Management of audits, from planning through to completion
• Preparation of accounts for a diverse range of clients, as well as tax computations.
• Lead a portfolio of clients, from resource planning to WIP and budget management.
• Work closely with clients to build trusted relationships, being the go-to for support.
• Deliver strong commercial awareness by reviewing opportunities for fee development.
• Confidently present work to Partners, completing files to a high standard.
• Underpin audit and accounting matters with current legislation and compliance.
• Handle compliance queries from clients, acting as the main point of contact and delivering clear communications.
• Provide quotes and estimate fees.
• Assist with pitching to new clients, attending networking opportunities, and championing new business for the firm.

Requirements

• The ideal candidate will hold an ACA or ACCA qualification, with experience of managing a portfolio of owner-managed businesses and SME clients.
• They will also have experience of planning and completing audits, as well as analytical reviews, accounts preparation and work review.
• The person will have experience in supervising internal and on-site teams, and be driven to provide a high-quality service to clients.
• They will be passionate in their work, a strong communicator and have an attention to detail that supports their ability to work to multiple simultaneous deadlines.

The firm offer a very friendly, professional and lively culture where everyone’s input is gratefully received and acknowledged.

Detailed experience within audit and accounts will be required for this client manager opportunity.

On offer is a competitive salary, a broad base of benefits and the opportunity for further progession.

For further information on this client manager role or indeed any other Practice role then please do not hesitate to contact Robin at Olivia-Ruella.