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- Tasks: Manage client portfolios and oversee service delivery in a dynamic environment.
- Company: Join a forward-thinking accountancy practice known for future-focused client planning.
- Benefits: Enjoy 25 days holiday plus an extra 5 days incentive scheme and a professional yet relaxed culture.
- Why this job: This role offers growth opportunities in a structured, supportive environment with a down-to-earth team.
- Qualifications: Must have experience as a Client Portfolio Manager in an accountancy practice.
- Other info: Work hours are Monday to Friday, 9.00am to 5.00pm in Hatfield.
The predicted salary is between 44000 - 66000 £ per year.
Salary: £55,000
Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri - 9.00am - 5.00pm
MUST HAVE: Experience as a Client Portfolio Manager in an Accountancy Practice
What you want to know about this employer:
- Forward thinking Accountancy practice renowned for their ability to help clients plan for the future
- Extremely well organised structured business with a professional yet very down to earth culture
Purpose of role:
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery.
Responsibilities:
- Plan the workload for the accounts team using the team planner.
- Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
- Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement).
- Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
- Preparation of personal tax computations and self-assessments.
Client Portfolio Manager employer: Crisp Recruitment Ltd
Contact Detail:
Crisp Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Make sure to network with professionals in the accountancy field, especially those who are already working as Client Portfolio Managers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools used in accountancy practices, such as IRIS. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience managing client portfolios in detail. Be ready to share specific examples of how you've successfully handled client relationships and delivered results in a fast-paced environment.
✨Tip Number 4
Research the company culture of the accountancy practice you're applying to. Understanding their values and how they operate will help you tailor your approach and show that you're a good fit for their team.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Client Portfolio Manager in an accountancy practice. Use specific examples that demonstrate your portfolio management skills and ability to work in a fast-paced environment.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company culture. Mention your ambition and how your experience aligns with their needs, particularly in planning workloads and managing client relationships.
Showcase Relevant Skills: In your application, emphasise key skills such as communication, organisation, and client management. Provide examples of how you've successfully managed client portfolios and delivered exceptional service.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in accountancy roles.
How to prepare for a job interview at Crisp Recruitment Ltd
✨Showcase Your Portfolio Management Experience
Make sure to highlight your previous experience as a Client Portfolio Manager in an accountancy practice. Be prepared to discuss specific examples of how you've successfully managed client portfolios and delivered exceptional service.
✨Understand the Company Culture
Research the company's values and culture, especially their professional yet down-to-earth approach. During the interview, demonstrate how your personal values align with theirs and how you can contribute to their team dynamic.
✨Prepare for Technical Questions
Expect questions related to accounting practices, tax computations, and client management. Brush up on relevant technical knowledge and be ready to explain your thought process when handling complex scenarios.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their approach to client management and how they measure success. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
