Reed Practice are working with an established group of accountants who are looking to add a Senior Client Manager to their established team in their office in Swindon. As a Senior Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise.
You will act as the primary contact for your portfolio, ensuring that all client engagements are handled efficiently and to the highest standards. This role requires a balance of strategic oversight and hands-on involvement, where you will take charge of complex accounting tasks, oversee team performance, and contribute to the expansion of the firm's client base.
Key Responsibilities:
1. Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
2. Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently.
3. Coordinate with the compliance team to ensure timely and accurate delivery of services, while also handling more intricate client work that requires specialised attention.
4. Provide coaching, mentoring, and su...