Client Portfolio Manager

Recruiter
AJ Chambers
Location
Hatfield, UK
Salary
Competitive
Posted
11 Aug 2019
Closes
31 Aug 2019
Ref
1225904713
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Client Portfolio Manager - Hatfield

AJ Chambers are working with a leading regional firm with multiple office, who have a fantastic opportunity for a Fully Qualified Accountant to join as a Client Portfolio Manager at their Hatfield office this role would come with an established client base from a variety of industry sectors, and continuous growth, making it an exciting time to join the organisation.

The successful candidate will be expected to:
  • Managing a portfolio of clients.
  • Building relationships and liaise confidently with clients, giving excellent client service and growing a personal portfolio.
  • Reporting directly to the partners.
  • Limited Company Statutory Accounts / Audits for a wide range of clients.
  • Managing audits.
  • Involvement in carrying out audits of a diverse range of businesses.
  • Personal and corporate tax returns.
  • Management Accounts, cashflow / budgets and business development.
  • Discussing and resolving accounts queries with clients.
  • Supervising and training of junior members of staff.
  • Knowledge of Iris, Xero, Excel and Word would be advantageous.

The successful candidate will have a proactive approach to their role, which offers a high degree of autonomy, with excellent opportunities for growth and leadership for those able to develop the portfolio and have the opportunity to progress as a practice manager.

If you feel you would be suitable, or know anyone that might be, please apply direct or get in touch with Danny @ AJ Chambers

Client Portfolio Manager - Hatfield

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