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 A successful Client Manager should have: Professional qualifications in accounting or finance, ACA or ACCA . Stron...
Client Portfolio Manager employer: Michael Page Finance Careers
As a Financial Accountant with a local authority in London, you will be part of a dynamic team dedicated to maintaining financial integrity and transparency within the public sector. The organisation fosters a supportive work culture that values professional development, offering opportunities for growth and advancement while contributing to meaningful community impact. Enjoy the unique advantage of working in a vibrant city, where your expertise will play a crucial role in shaping effective financial operations.
Contact Details:
Michael Page Finance Careers Recruitment Team
