Client Accounts and Portfolio Manager

4737207
  • Job type

    Permanent
  • Location

    Milton Keynes
  • Working Pattern

    Full-time
  • Specialism

    Public Practice Accounting
  • Industry

    Accountancy Firms
  • Pay

    £Competitive

Qualified ACCA or ACA Client Accounts and Portfolio Manager job opportunity based in Milton Keynes / hybrid

Are you ready to bring your Client Accounts and Portfolio / Client engagement expertise to a role where your skills and unique perspective can make a lasting impact.

You will provide full Accounts Management to Partners and their teams and deliver a-grade service to your portfolio of clients.
Portfolio Management: Plan, control and review of client work to ensure that jobs are completed efficiently and effectively as possible.
Team Management: Day-to-day line management, allocation of work, identifying development needs and completing staff reviews and feedback
Business Development: Advisory and ad hoc work, identifying opportunities to offer additional services to clients, identifying new clients through networking and client referrals and coaching team members to do the same

Qualifications and Skills: Fully qualified ACA/ACCA with a minimum of 3 years’ post qualified experience in external accounts and general practice. Up to date in CPE and recent developments in accounting standards. Experience working with OMBs and other corporates and partnerships covering a range of industries. Competent user of MS Excel & Word. Experience of Xero, QuickBooks, Sage, CaseWare and tax software preferred. Client focus and able to think commercially – able to seek out opportunities within the portfolio.

Rewards include: Agile Working: Enjoy the flexibility of core hours from 10AM to 2PM and two home working days, allowing you to balance your work and personal commitments seamlessly. 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
Competitive salary package. Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives. New and improved programme for succession planning and supportive management structure to help you realise your potential.

Apply now and be part of a team that celebrates diversity and inclusivity, champions innovation, and prioritises your success!


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Talk to Stephen Pyle, the specialist consultant managing this position

Located in Watford, 1st Floor, GNR8 building, 49 Clarendon RoadTelephone 01923 205282
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