Role: Account Manager/Client Portfolio Manager
Salary: Up to £55,000
Location: Manchester
Type: Permanent, Full time
My client is a well-established, award-winning accounting firm based in Manchester, who are dedicated to providing exceptional financial services to a diverse range of clients. The team prides itself on delivering personalized solutions, fostering long-term client relationships, and driving growth through expertise and innovation.
Job Description:
We are seeking a highly motivated and experienced Account Manager/Client Portfolio Manager to join our team. The ideal candidate will be responsible for managing a diverse portfolio of clients, ensuring the delivery of high-quality accounting and advisory services. This role requires a combination of technical accounting expertise, excellent client relationship skills, and strong team management capabilities.
Key Responsibilities:
- Manage a portfolio of clients, providing expert accounting advice and tailored financial solutions.
- Build and maintain strong, long-lasting client relationships, acting as the primary point of contact.
- Lead client meetings to discuss financial strategies, performance, and growth opportunities.
- Ensure timely and accurate preparation of financial statements, tax returns, and other client deliverables.
- Oversee the scheduling and workload of the accounting team to optimize productivity and service delivery.
- Assist in onboarding new clients, ensuring a smooth transition and understanding of their unique needs.
- Participate in the recruitment process, from identifying talent to interviewing and onboarding new team members.
- Stay up-to-date with changes in accounting regulations and ensure compliance across all client portfolios.
- Mentor and develop junior team members, providing guidance and support to enhance their professional growth.
Ideal Candidate:
- Fully qualified accountant (ACA, ACCA, or equivalent).
- Strong technical accounting knowledge and experience in managing client portfolios.
- Excellent communication and interpersonal skills with a client-centric approach.
- Proven ability to manage and prioritize multiple tasks in a fast-paced environment.
- Experience in team scheduling, management, onboarding, and recruitment would be desirable.
- 10 years of experience in an accounting or financial services environment is desirable, but we encourage candidates with a strong background and less experience to apply.
- Proactive, detail-oriented, and able to work both independently and as part of a team.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional development and career progression.
- A collaborative and supportive work environment.
- Flexible working arrangements to support work-life balance.
- Dress down Fridays.
Join us and become a key part of our growing team, helping us deliver outstanding service to our valued clients!