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Accounts portfolio manager

Nottingham (Nottinghamshire)
Michael Page Sales
Portfolio manager
Posted: 15 June
Offer description

Job Description

Predominantly responsible for the management of relationships within a portfolio worth around £250,000 in annual fees - you would oversee budgets and profitability for this portfolio. As part of this role, you would have direct reporting lines for 2-4 accountants of mixed experiences from part qualified to qualified staff.

Client Details

A leading independent practice operating mainly in the Midlands but now with a presence in the South and Yorkshire.

Description

* Client Partnership: You're not just crunching numbers; you're building relationships, understanding client goals, and aligning our services to meet their needs.
* Strategic Insights: Deliver essential financial data and forward-thinking advice, helping clients make informed decisions.
* Collaboration & Leadership: Work hand-in-hand with our Directors on engaging client meetings and checkpoints. Play a key role in developing our team and internal processes.
* Mentorship: Share your expertise and guide junior team members, shaping the next generation of client-focused accountants.

Profile

* 4+ years' practice experience in a professional accounting setting, with a track record of building strong client relationships.
* Qualified Accountant (ACCA, ACA, AAT, or CIMA) with a love for client-facing work.
* Proficient in cloud accounting software and Microsoft Office, especially Excel.
* Strong communicator with a knack for making complex information clear and actionable.
* A commitment to clients' success and an ability to see the bigger picture, putting yourself in your clients' shoes.

Job Offer

* Salary up to £60,000
* 33 days holiday
* Assigned mentor for continued professional development

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