At a Glance
- Tasks: Manage client portfolios and ensure their accounting needs are met with precision.
- Company: Reputable professional services organisation based in Trowbridge.
- Benefits: Competitive salary, flexible working arrangements, and career advancement opportunities.
- Other info: Inclusive environment welcoming diverse backgrounds and experiences.
- Why this job: Join a dynamic team and make a real impact on clients' financial health.
- Qualifications: Professional qualifications in accounting or finance, ACA or ACCA preferred.
The predicted salary is between 50000 - 55000 £ per year.
As a Client Portfolio Manager in Trowbridge, you'll oversee a portfolio of clients within the professional services industry, ensuring their accounting and finance needs are met with precision.
Your role will involve managing client relationships, guiding financial processes, and helping businesses stay on top of their financial health.
Client Details
An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.
- Description
- Manage and maintain a portfolio of clients, acting as their main point of contact.
- Oversee accounting and finance processes, ensuring compliance and accuracy.
- Working with SME, Sole Traders.
- Working on Corporate and Personal Tax
- Provide advice and support to clients on financial matters.
- Prepare and review financial statements and reports.
- Assist clients with tax planning and submissions.
- Collaborate with internal teams to deliver high-quality services.
- Identify opportunities for process improvements or additional services.
- Ensure deadlines are met and deliverables are completed promptly.
- Manage junior staff I/e trainees
- Profile
- Professional qualifications in accounting or finance, ACA or ACCA .
- Strong knowledge of accounting and tax principles within professional services.
- Proven ability to manage client relationships effectively.
- Excellent communication and organisational skills.
- A proactive and detail-oriented approach to work.
- Confidence in using accounting software and tools.
- Job Offer
- Competitive salary ranging from £50,000 to £55,000, dependent on the level of experience.
- Excellent opportunity to take your career to the next level working closely with Senior leadership team/Partners.
- Flexible working arrangements to support your work-life balance.
- Hybrid working 3 days office 2 days remote options available.
- Permanent position in Trowbridge within the professional services industry.
People are at the heart of Michael Page.
We are committed to creating an inclusive environment.
As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences.
If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
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Client Manager in Trowbridge employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
