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Permanent

Senior Client Portfolio Manager

Thatcham
money-bag 10000-500000 Annual
3213292706
Posted Today

Senior Client Portfolio Manager Thatcham £55,000 - £60,000 + Bonus Hybrid Working Our client is a growing and ambitious accountancy practice with a strong reputation for providing high-quality advice and support to businesses and individuals across the South of England. As part of a wider group of established practices, they offer the opportunities and resources of a larger organisation while maintaining the friendly, collaborative culture and personal approach of a local firm. Due to continued growth, they are looking to appoint an experienced Senior Client Portfolio Manager to join their Thatcham office. This is an excellent opportunity for a motivated accountancy practice professional who enjoys building trusted client relationships, leading and developing people, and providing commercially focused advice that helps businesses thrive. The Role As a Senior Client Portfolio Manager, you will manage your own portfolio of clients while acting as a senior figure within the practice. You''ll take ownership of client relationships, review technical work, support the development of team members, and contribute to the continued success and growth of the business. Key Responsibilities Manage your own portfolio of clients, including annual accounts, tax returns, client onboarding and ongoing support. Lead client sign-off meetings, confidently presenting accounts, discussing key findings and providing proactive advice. Take ownership of client matters, exercising sound professional ..... full job details .....

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