Portfolio Manager/Client Manager - Cheltenham
Permanent
A Cheltenham based accountancy practice is expanding its specialist legal division and is looking to appoint an experienced Portfolio Manager.
Supporting a client base of law firms and individual practitioners across the UK. The new Portfolio Manager will be part of an important strategic area for the business and the individual will have the responsibility for delivering an exceptional service to a growing portfolio of law firms, and contribute to the firm’s continued growth in this niche market.
What You’ll Be Doing
- Taking full responsibility for a portfolio of legal sector clients
- Overseeing statutory accounts, financial reporting and management information
- Providing commercial insight and strategic advice to support client decision-making
- Delivering specialist assignments such as business restructuring, practice valuations, mergers and succession planning
- Coordinating with in-house tax specialists on compliance and advisory matters
- Leading, mentoring and developing a team of part-qualified and qualified staff
- Ensuring deadlines, quality standards and regulatory requirements are consistently met
About You
- ACA or ACCA qualified (or equivalent)
- Strong working knowledge of UK GAAP, FRS and Companies Act requirements
- Confident managing client relationships and leading teams
Next steps
If this sounds like a great opportunity and you can demonstrate the skills and enthusiasm required, then please click Apply to upload your CV for consideration. Alternatively, contact Laura Powell on 01454 550883 or laura@autographrecruitment.co.uk.
We also welcome confidential conversations about your career if this role is not quite the right fit.
We look forward to hearing from you.
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