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Client Manager

TN Recruits
Posted 4 hours ago, valid for 9 days
Location

East Grinstead, West Sussex RH19 4LZ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established boutique firm specializing in accountancy and taxation is seeking an experienced Client Portfolio Manager.
  • The role requires a qualified accountant (ACA/ACCA or QBE) with a proven background in a practice setting and a minimum of 3 years of experience.
  • This position offers a competitive salary and a flexible hybrid working arrangement within a collaborative team.
  • The successful candidate will manage a diverse portfolio of clients, including freelancers, SMEs, and partnerships, providing comprehensive services.
  • Interested applicants are encouraged to send their CV to Rachel or call for a confidential discussion about the opportunity.
Are you a seasoned accounting expert eager to oversee your own portfolio of clients?Do you value flexible hybrid working arrangements within a collaborative, friendly team?This could be your ideal next move.An established boutique firm specialising in accountancyand taxation is looking to bring an experienced Client Portfolio Manager on board. This role offers the chance to collaborate closely with a Partner while taking full responsibility for a varied and fulfilling range of clients.This position suits a capable, qualified (ACA/ACCA or QBE) accountant who enjoys working independently and building meaningful client connections. You’ll be the primary contact for freelancers, SMEs, and partnerships, delivering an all-encompassing service including:
  • Year-end financial statements
  • Personal tax return filings
  • Corporate tax compliance
  • Trust-related assignments, including Trust Tax return submissions
Requirements:
  • ACA or ACCA qualified (or nearing qualification), or demonstrable experience-based competence
  • Proven background in a Practice setting, with strong skills across both accounts and tax
  • Excellent interpersonal skills and the ability to oversee a client portfolio with minimal supervision
  • Detail-oriented and service-driven with a professional approach
What’s Available:
  • Competitive remuneration package with attractive perks
  • A high degree of independence and a direct line to a Partner
  • Join a well-regarded and established firm within a specialist sector
Apply TodayKeen to take charge of your own client base within a forward-thinking and supportive firm? Contact us now to learn more.?? Send your CV to Rachel at ?? Or call for a confidential chatSalary and experience are to be used as a guide only – those outside of this brief may also be considered.    If this opportunity is not what you were looking for, but you might know someone else that is suitable then head to our website and see the "Refer A Friend" tab to find out how you could potentially be rewarded with £200 for introducing us to someone we are able to successfully place.   In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.