Accounts Portfolio Manager

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