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Your new companyAn established and thriving Practice in Darlington are looking to appoint a new Client Portfolio Manager to enhance their current team. Your new roleManaging a portfolio of clients and working alongside other client portfolio managers you will be involved in:-
- Responsible for your own portfolio of clients
- Client facing
- Accounts prep
- Final adjustments
- Business & Personal Tax returns
- Minimal payroll work
- Systems: Iris, Sage, Xero
What you'll need to succeedYou will ideally be qualified or qualified by experience and must have proven experience of already managing a portfolio of clients where you advise, prepare the accounts and liaise with regards the final adjustments. What you'll get in return
- competitive salary
- option to work a reduced week
- flexible working
- hybrid working
- up to 25 days holiday plus bank holidays
- pension
What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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