Client portfolio manager - Accountancy Practice - Tax

Recruiter
Juice Recruitment Ltd
Location
Bath, UK
Salary
Competitive
Posted
21 Aug 2019
Closes
31 Aug 2019
Ref
1222685209
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
New role in leading Bath professional services organisation.

This role is delivering a comprehensive and client focussed service to a specific client base.

Maintaining regular productive relationships with all clients in the portfolio, completing all complex accounts work, dealing with specific queries or problems using specialist skills

Acting as a point of contact for GP partner in absence

Ensuring appropriate information is fed in to the compliance team

Completing more complex accounts work for clients as required by the partner

Visiting clients to discuss requirements

Meeting with employees and team members

Monitoring achievements of budgets

Ensuring fees notes are generated

This is a senior role within the business and you'll naturally want to be out meeting new clients / contacts and making new contacts and exploring all opportunities. Supported by a great marketing team, you will have a great opportunity to generate revenue.

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