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Client Portfolio Manager

Reed
Posted 7 hours ago, valid for 16 days
Location

Haverhill, Suffolk CB90AW, 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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  • Reed Practice is seeking an experienced Accounts/Portfolio Manager or Senior Accountant for a Client Portfolio Manager position in a small firm with opportunities for advancement.
  • The role involves managing a diverse portfolio of businesses, producing accounts, and handling corporate and personal tax returns.
  • Candidates should have experience in managing HMRC enquiries, planning, advisory, and compliance work, along with company secretarial responsibilities.
  • The salary is competitive and will be discussed during the application process, with regular reviews based on performance.
  • Applicants should have relevant experience in an accountancy firm, with a preference for those close to or at the Client Manager level.

Are you an experienced Accounts/Portfolio Manager looking for a new challenge or Senior Accountant seeking your next step up, in a firm that can offer progression to a senior leadership role?

Reed Practice are partnering with a small but mighty firm to recruit a Client Portfolio Manager, to complement the existing management team and help drive the business forward.

In this crucial, client facing role, you will manage a diverse portfolio of businesses as the primary contact for the firm.

You will produce accounts for companies of all sizes, as well as associated corporate and personal tax returns.  

Other tax work will include managing HMRC enquiries, planning, advisory and compliance work.

Other duties will include company secretarial responsibilities such as filings, confirmation statements, maintaining share registers and officer changes.

Despite being a small firm they offer some big benefits!

You will receive an attractive remuneration to reflect your level of experience and can be discussed at application stage - which is reviewed regularly on performance, 33 days holiday plus Christmas closure, extended lunch breaks and early finish on special occasions.

As well as hybrid working, they offer free parking, private healthcare and pension, a referral fee paid for new clients brought to the firm and a discretionary bonus paid at Christmas.

If you are an experienced Client Manager or very close to it (such as a Senior Accountant looking for progression), working in an accountancy firm  providing accounting and tax services, then please contact Natalie Harden at Reed for an immediate response or apply online to learn more.

Apply now in a few quick clicks

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.