A successful accountancy practice based in Exeter seeks a Client Portfolio Manager to manage relationships and a client portfolio of wide ranging industry clients across OMBs & SMEs, ensuring a quality service across review of year‑end accounts, tax and wider services, advising clients and developing business. The role involves managing teams and working closely with the Partners, with a clear progression path on offer.
Client Details
Based in Exeter, this chartered accountancy firm has a longstanding reputation and has experienced positive ongoing growth. The firm's partners are looking for a key right‑hand support who can lead on the management and delivery of accounting, tax and wider services while adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer, along with a clear progression path with a route to develop within this successful firm.
Description
Joining this firm as Client Portfolio Manager, you will bring your background as an all‑rounder year‑end accounts, tax & general accountancy professional to service wide‑ranging limited company OMBs and SMEs with a hands‑on approach, alongside managing the full delivery and building client relationships. You will also lead on delivering added value, advisory and planning work to clients, and will lead in review, mentoring and training capacity.
Profile
You will hold any of the AAT, ACA/ACCA/CTA qualifications and have a managerial level background developed within any of small, medium/larger independent or Top 50, Top Tier accountancy firms as an all‑round accounts/tax professional. You will be seeking a move with a career progression path on offer.
Job Offer
Circa £42,000‑£55,000, dependent on background experience and level of the right professional, plus benefits, negotiable.
#J-18808-Ljbffr