Client Portfolio Manager

Are you an experienced Accounts/Portfolio Manager looking for a new challenge or Senior Accountant seeking your next step up, in a firm that can offer progression to a senior leadership role?

Reed Practice are partnering with a small but mighty firm to recruit a Client Portfolio Manager, to complement the existing management team and help drive the business forward.

In this crucial, client facing role, you will manage a diverse portfolio of businesses as the primary contact for the firm.

You will produce accounts for companies of all sizes, as well as associated corporate and personal tax returns.

Other tax work will include managing HMRC enquiries, planning, advisory and compliance work.

Other duties will include company secretarial responsibilities such as filings, confirmation statements, maintaining share registers and officer changes.

Despite being a small firm they offer some big benefits!

You will receive an attractive remuneration which is reviewed regularly on performance, 33 days holiday plus Christmas closure, extended lunch breaks and early finish on special occasions.

As well as hybrid working, they offer free parking, private healthcare and pension, a referral fee paid for new clients brought to the firm and a discretionary bonus paid at Christmas.

If you are an experienced Client Manager or very close to it (such as a Senior Accountant looking for progression), working in an accountancy firm providing accounting and tax services, then please contact Natalie Harden at Reed to learn more.