Full job descriptionAre you frustrated by endless red tape impacting your ability to do your job effectively?
Does the idea of a role where you can make a genuine impact, influence the future of a business and play a key part in its continued success appeal to you?
If the answer is YES then read on!
Reed Practice is delighted to be partnering with a well-established and highly respected accountancy firm 35 mins from Haverhill to recruit a Client Portfolio Manager. This new position forms part of the firm’s succession planning strategy and offers a fantastic opportunity to join a friendly, professional, and highly organised team.
The firm is enjoying a sustained period of growth, with a strong influx of new clients following consolidation within the local market. Alongside this growth, the Partners are committed to developing the next generation of leaders who will help shape the future of the practice.
The team combines a broad range of experience and backgrounds, from AAT trainees and graduates through to Big Four-trained qualified professionals, creating a collaborative and supportive working environment.
The Opportunity
This role will evolve to allow you to eventually take ownership of a diverse portfolio while working closely with experienced senior colleagues. You’ll have the opportunity to build strong client relationships, gain a thorough understanding of their businesses, and become a trusted adviser.
As your knowledge of the portfolio and confidence within the firm grows, you’ll be given the autonomy to manage your clients in a way that aligns with both their needs and the firm’s values.
As Client Portfolio Manager, your duties will include but not limited:
*Mentoring and developing junior team members, allocating and reviewing work, and providing technical guidance where required.
*Leading client meetings and building strong relationships with business owners and senior stakeholders, providing sound financial advice.
*Preparing and reviewing statutory accounts under FRS 102 and FRS 105.
*Preparing and reviewing corporation tax and self-assessment returns.
*Identifying opportunities to grow existing client relationships and generate new business through networking, referrals, and cross-selling opportunities.
*Identifying process improvements and implementing efficiencies where appropriate..
To be successful in this role, you will be:
*ACA or ACCA qualified.
*An experienced practice professional with a strong technical accounting background.
*Experienced in preparing and reviewing accounts under FRS 102 and FRS 105.
*Confident managing client relationships and leading meetings.
*Passionate about delivering exceptional client service.
*Commercially minded, with a genuine interest in business development and helping clients achieve their goals.
*An inspiring mentor who enjoys supporting and developing others.
The Long-Term Opportunity
This is a genuinely outstanding opportunity for an ambitious individual who wants more than just another management position. The successful candidate will play a pivotal role in the future leadership and growth of the firm, building on its excellent reputation while helping drive the business forward.
A highly competitive remuneration package is available and will reflect the experience, capability, and overall calibre of the successful candidate.
For a confidential discussion about how this opportunity could support your long-term career goals, please contact Natalie Harden at Reed Practice.