Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich
Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid)

Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich

Ipswich Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client relationships and oversee tax matters for a diverse portfolio.
  • Company: Leading accounting firm in Ipswich with a strong reputation.
  • Benefits: Competitive pay, progression opportunities, and hybrid working model.
  • Why this job: Join a dynamic team and make a real impact on clients' financial success.
  • Qualifications: ACA or ACCA qualified with experience in UK accountancy practices.
  • Other info: Great opportunity for career growth in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

A leading accounting firm in Ipswich seeks a Client Portfolio Manager to manage a diverse portfolio of clients. The role involves client relationship management, technical expertise, and oversight of tax matters.

Key responsibilities include:

  • Reviewing accounts
  • Advising clients
  • Guiding junior staff

The ideal candidate will be ACA or ACCA qualified, with experience in UK accountancy practices. This position offers competitive pay, progression opportunities, and a hybrid working model.

Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich employer: Knights Lowe Chartered Accountants

Join a leading accounting firm in Ipswich that values its employees through a supportive work culture and a commitment to professional development. With competitive pay, a hybrid working model, and opportunities for progression, this role as a Client Portfolio Manager offers a rewarding career path where you can make a meaningful impact while enjoying a balanced work-life environment.
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Contact Detail:

Knights Lowe Chartered Accountants Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich

Tip Number 1

Network like a pro! Reach out to your connections in the accounting world, especially those who work at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.

Tip Number 2

Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've successfully advised clients or guided junior staff – these stories will make you stand out!

Tip Number 3

Don’t just apply anywhere; focus on firms that align with your values and career goals. When you find a role that excites you, apply through our website to ensure your application gets the attention it deserves.

Tip Number 4

Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.

We think you need these skills to ace Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich

Client Relationship Management
Technical Expertise in Tax Matters
Account Review
Advisory Skills
Guidance for Junior Staff
ACA Qualification
ACCA Qualification
Experience in UK Accountancy Practices

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your ACA or ACCA qualifications and any relevant experience in UK accountancy practices. We want to see how your skills match what we're looking for!

Showcase Your Client Management Skills: In your application, emphasise your experience with client relationship management. Share specific examples of how you've successfully advised clients or managed portfolios in the past. This will help us see your potential fit for the role.

Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure you convey your passion for the role and why you want to join our team without rambling on.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!

How to prepare for a job interview at Knights Lowe Chartered Accountants

Know Your Stuff

Make sure you brush up on your technical knowledge related to tax, accounts, and advisory services. Familiarise yourself with the latest UK accountancy practices and be ready to discuss how you've applied this knowledge in previous roles.

Showcase Your Client Management Skills

Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you resolved them, as well as how you’ve guided junior staff in those situations.

Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to client management and how they support their staff's professional development. This shows your genuine interest in the role and the company.

Dress for Success, Even Hybrid

Even if the interview is virtual, dress professionally to make a good impression. It sets the tone for the conversation and shows that you take the opportunity seriously. Plus, it can boost your confidence!

Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid) in Ipswich
Knights Lowe Chartered Accountants
Location: Ipswich

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