Senior Client Portfolio Leader – Accounting & Advisory in Trowbridge

Senior Client Portfolio Leader – Accounting & Advisory in Trowbridge

Trowbridge Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead a diverse client portfolio, delivering accountancy, tax, and advisory services.
  • Company: Sumer Group Holdings Limited, a dynamic firm in Trowbridge.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity for career growth in a collaborative setting.
  • Why this job: Make a real impact by guiding clients and mentoring junior staff.
  • Qualifications: Experience in accountancy and strong leadership skills.

The predicted salary is between 50000 - 65000 Β£ per year.

Sumer Group Holdings Limited is seeking a Senior Client Portfolio Manager in Trowbridge to lead a diverse client portfolio, delivering accountancy, tax, and advisory services from a senior position within the Accounting department.

You will partner with Partners and colleagues, supervising compliance work while providing strategic guidance, coaching junior staff, and ensuring high-quality service delivery to clients.

Senior Client Portfolio Leader – Accounting & Advisory in Trowbridge employer: Sumer Group Holdings Limited

Translink Corporate Finance UK is an exceptional employer, offering a dynamic work environment in Leeds that fosters collaboration and personal growth. With a strong focus on building trusted relationships and a commitment to employee development, we provide significant uncapped bonus opportunities and the chance to shape our corporate finance strategy. Our award-winning practice not only values your contributions but also supports your career progression in a high-performing team recognised as a Great Place to Work.

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Contact Details:

Sumer Group Holdings Limited Recruitment Team

We think you need these skills to ace Senior Client Portfolio Leader – Accounting & Advisory in Trowbridge

Client Portfolio Management
Accountancy
Tax Advisory
Strategic Guidance
Coaching and Mentoring
Compliance Supervision
High-Quality Service Delivery