Business Portfolio Manager

Fantastic opportunity exists with our client for a manager in their leading accountancy firm.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Excellent benefits, hybrid working.

The successful candidate will be a positive, organised and details-oriented person who manages their time effectively and has excellent communication and interpersonal skills. Strong IT skills are required; however, all in-house systems training will be provided.

Our client base is made up of a range of SME’s and includes, manufacturers, a wide range of professional service firms, IT developers, property investors and developers, hospitality businesses and not for profit entities. You will be in direct contact with clients face-to-face, over the phone/video meetings and by email, and so excellent written and verbal communication skills are essential.

• Effectively control own portfolio including everything from staff planning, management of WIP and billing
• Build and further develop client relationships with existing and new clients
• Display a strong commercial awareness in fee development
• Present for partner review, complete files to a high standard
• Display pro-active awareness of current relevant legislation, compliance standards
• Raise high quality business correspondence
• Act as the main point of contact for compliance queries from clients within portfolio
• Quote and estimate fees within your level of authority
• Meeting clients to pitch and tender for new work and putting together associated documents
• Business development - attend new client meetings and networking events
• Good awareness of cloud-based accounting techniques and systems
• Effectively delegate work to, and mentor, the team
• Provide feedback to junior and senior team members of quality of work/performance
• Manage the team including monitoring work in progress and work standards.

• Confident, articulate and an effective communicator at all levels
• ACA/ACCA Fully Qualified
• Up to date knowledge of corporate and personal taxes
• Strong time management skills
• Previous management experience
• Commercial and proactive approach to client development