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Client Portfolio Manager
TN United Kingdom
Bristol
On-site
GBP 60,000 - 80,000
Full time
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Job summary
An established national accountancy practice is seeking a Client Portfolio Manager to oversee a diverse range of clients. In this pivotal role, you will manage audits, accounts preparation, and tax assignments while leading a team and developing your own portfolio. This opportunity is perfect for someone looking to step into a leadership role, as the firm has a strong track record of promoting talent from within. If you are ready to take the next step in your career and make a significant impact in a supportive environment, this could be the ideal position for you.
Qualifications
- Experience managing a varied portfolio of clients across multiple industries.
- Strong understanding of audits, accounts preparation, and tax assignments.
Responsibilities
- Manage a diverse client portfolio while overseeing audits and tax assignments.
- Supervise and train junior team members, setting budgets and negotiating fees.
Skills
Job description
Levitate Recruitment is currently recruiting on behalf of a National Accountancy Practice to find them a Client Portfolio Manager.
- Manage a varied portfolio of clients across a range of industries.
- Your responsibilities will be across Audits, Accounts Preparation and Tax assignments.
- Responsible for organising and planning the workload across the team.
- Working with the Partner; setting budgets, negotiating fees and monitoring the billings.
- Supervise, support and train less experienced members of the team.
- You will play an active role in developing and building your own portfolio.
- Experience of running your own portfolio.
- As our client is unable to provide sponsorship, you must have the right to work in the UK without the need for sponsorship.
This practice is looking for future leaders of the business. They have a proven track record of promoting into Senior Level positions from within for those that demonstrate they are ready for the opportunity.
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