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Client manager, client portfolio manager, accounts manager

Falmouth
Permanent
Page Personnel
Portfolio manager
Posted: 16h ago
Offer description

1. Client Manager to join a growing, chartered accountants in Falmouth
2. Managing clients, teams & growing this firms service lines, with progression.

About Our Client

Based in Falmouth this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects, managing teams and developing further business. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm.

Job Description

Joining this firm as Client Manager based from their Falmouth offices, you will bring your background as an all-rounder accounts and tax accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with, managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients and develop further business. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.

The Successful Applicant

For this Client Manager role you will hold any of the AAT, ACA, ACCA, CTA qualifications etc, or have developed your career entirely through experience with a strong background in accountancy practice having developed your career to around the managerial levels. You will have an all-around accounts/tax career background gained within any of a small, medium or large accountancy firm environment, as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

What's on Offer

£38,000- £48,000 dependent on the background experience and level of the right professional, plus benefits, negotiable.

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Home > Jobs > Banking jobs > Portfolio manager jobs > Portfolio manager jobs in Falmouth > Client Manager, Client Portfolio Manager, Accounts Manager

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