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Client portfolio manager

Camberley
Hays
Portfolio manager
Posted: 28 April
Offer description

Take full ownership of a diverse SME client portfolio,

Your new company

This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.

Your new role

As Client Portfolio Manager, you'll be the main point of contact for a varied portfolio of SME clients across different industries. You'll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.

Key Responsibilities:- Manage a portfolio of SME clients across multiple sectors
- Prepare and finalise statutory accounts in line with FRS 102
- Respond to client queries and provide tailored advice
- Liaise with HMRC and other regulatory bodies
- Support audit and year-end processes
- Contribute to improving internal systems and client processes
What you'll need to succeed

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