Job Title : Assistant Client Portfolio Manager
Location : Taunton, Somerset
Position : Permanent
Salary : £38000-£40k (Dependent upon Experience)
Our Client
A leading independent firm of chartered accountants and commercial advisers. With offices across the West of England
The opportunity:
Assistant Client Portfolio Manager
- Working closely with the Client Portfolio Manager and the Partners ensuring that matters are dealt with in a timely manner and that the General Practice Manager is aware of any outstanding queries
- Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
- Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting the firms services
- Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team's work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
- Completing more complex accounts work for clients as required by the Client Portfolio Manager and Partner, where it is not appropriate for the activities to be completed in the compliance centre
- Meeting with and giving full support to employees who work on your client's work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
- Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
Key Attributes:
- You will need prior experience of working within professional accounting practice along with having external client experience.
- ACCA/ACA Qualified
- Our client offers the opportunity for some remote working mixed with being office based.
- Must have full UK Driving Licence and access to a car as occasional visits to sister offices will be required from time to time.
Next steps:
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration.
We look forward to hearing from you.
If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career.
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