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- Tasks: Manage client portfolios and lead a dynamic team in a flexible, hybrid working environment.
- Company: Join a leading B Corp accountancy practice in the heart of Cardiff.
- Benefits: Enjoy 28 days leave, private medical insurance, and clear career progression.
- Other info: Collaborative culture with mentoring and leadership development opportunities.
- Why this job: Make a real impact while working with diverse clients and innovative accounting solutions.
- Qualifications: ACA/ACCA qualified with experience in accountancy practices and strong technical skills.
The predicted salary is between 45000 - 55000 £ per year.
A leading UK accountancy practice is seeking an accomplished Client Portfolio Manager to grow a new division in their Cardiff office. This is an exciting opportunity for an ACA/ACCA (or QBE) qualified Manager seeking a new challenge in a flexible environment. The position supports hybrid working (typically two days being office based) and a 35 hour working week. This firm occupies an enviable location within central Cardiff, with excellent transport links.
You will benefit from working for a certified B Corp accountancy practice that supports a diverse client base, including entrepreneurs, owner-managed businesses, multinational groups, and high-net-worth individuals.
We are looking for an ACA or ACCA qualified Manager with a solid background in an accountancy practice environment. You will bring proven experience in leading client work and a strong technical understanding of Xero, Sage, and a range of cloud-based accounting platforms. You'll be confident managing competing deadlines, maintaining high standards, and building positive working relationships. Strong interpersonal skills and a collaborative approach are essential, as is the ability to support and guide team members effectively.
Client Portfolio Manager duties and responsibilities:
- Reviews of complex management accounts.
- Review and oversee complex VAT returns, including those with cross-border transactions and where partial exemption calculations might be required.
- Have experience in dealing with larger entities where they are audited.
- Ensure all necessary year-end adjustments have been made in good time before the statutory accounts are prepared.
- Managing cross department relationships with the Accounts, Audit and Personal Tax Teams.
- Have managed a team that acted as a finance function for several businesses managing all processes.
- Reviews of Statutory accounts when required.
- Manage a varied portfolio of clients, ensuring deadlines are met and relationships are managed and developed.
- Management of staff, their workload and help with portfolios management when required.
- Ensure each client receives a bespoke service, and procedures are reviewed on a regular basis to ensure the best processes are in place.
- Ensure trainees are challenged and there is continuous development planned and regular feedback is given.
- Liaise with other departments in the firm and identify opportunities for cross selling.
Benefits and development:
- 35 hour working week, plus hybrid working (typically two days office based).
- 28 days annual leave plus bank holidays on top.
- Private Medical Insurance.
- Health Cash plans.
- Group Life Assurance.
- Season ticket loan-assistance with travel expenses.
- Clear development pathways and progression frameworks.
- Internal mentoring, coaching, and buddying schemes.
- Leadership development programmes to help you grow with the firm.
If this opportunity is not quite right for you but know someone who might be suitable, be sure to make the most of our Candidate Referral Scheme.
Client Portfolio Manager in Newport employer: Bowen Eldridge Recruitment
Contact Detail:
Bowen Eldridge Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about opportunities at firms like the one you're eyeing. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and understanding of cloud-based accounting platforms like Xero and Sage. Be ready to discuss how you've managed client portfolios and led teams in the past.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, highlight examples of how you've built positive relationships with clients and colleagues. This is key for a Client Portfolio Manager role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Portfolio Manager in Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your ACA/ACCA qualifications and relevant experience in accountancy practices. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills: Don’t forget to mention your expertise in Xero, Sage, and other cloud-based accounting platforms. We’re keen on candidates who can hit the ground running, so let us know how you’ve used these tools in your previous roles.
Highlight Your Interpersonal Skills: Since building positive relationships is key, share examples of how you've successfully managed client portfolios and collaborated with teams. We love seeing candidates who can communicate effectively and support their colleagues!
Apply Through Our Website: Ready to take the plunge? Make sure to apply through our website! It’s the best way for us to receive your application and get you one step closer to joining our fantastic team in Cardiff.
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Know Your Numbers
As a Client Portfolio Manager, you'll need to demonstrate your technical expertise. Brush up on your knowledge of complex management accounts and VAT returns, especially those involving cross-border transactions. Be ready to discuss specific examples from your past experience where you successfully managed these aspects.
✨Showcase Your Leadership Skills
This role requires strong interpersonal skills and the ability to manage a team effectively. Prepare to share instances where you've guided team members or managed workloads. Highlight how you foster collaboration and support continuous development within your team.
✨Understand the Firm's Values
Since the firm is a certified B Corp, it's crucial to align with their values. Research what being a B Corp means and be prepared to discuss how you can contribute to their mission of supporting a diverse client base. This shows that you're not just looking for a job, but a place where you can make a difference.
✨Prepare for Cross-Department Collaboration
You'll be managing relationships across various departments, so think about how you've successfully collaborated in the past. Prepare examples of how you've identified opportunities for cross-selling or improved processes through teamwork. This will demonstrate your ability to work well within the firm's structure.