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Client Portfolio Manager

Job Title: Client Portfolio Manager
Contract Type: Permanent
Location: Bristol
Industry:
Salary: £35000 - £45000 per annum
Start Date: 2019-01-29 00:00:00
Reference: 096110618
Contact Name: Courtney Cassar
Contact Email: ccassar@sheridanmaine.com
Job Published: March 19, 2019 11:45

Job Description

Sheridan Maine are proud to be working in partnership with a thriving, expanding firm in search of a new Client Portfolio Manager to join their ranks in Bristol.

This established practice aim to serve their varied clientele base in a range of services, operating by core values to ensure a first class experience for clients, and a diverse, supportive culture for their staff.

Some responsibilities this role entails include:

• Managing your own portfolio as assigned by partners
• Prepare year end accounts and provide tax and business advice to your clients
• Oversee and review the work of the accounts team
• Be the first point of client contact by dealing with queries and visiting client sites
• Prepare proposals for new business
• Manage the accounts team by tracking progress and executing annual/mid-yearly appraisals

The suitable candidate will be ACA / ACCA qualified, with a proven practice background. The ability to prepare accounts and working with mainstream accounting packages is essential, along with experience in the preparation of corporation tax computations and personal tax returns.

This dynamic, progressive practice are offering a very forward-thinking approach with exposure to a range of clients, including OMBs, SMEs and start-ups across Bristol and the South West. The successful candidate will have the opportunity to lead and develop the accounts team, gaining valuable management experience.

Sheridan Maine Recruitment Limited is acting in the capacity of a Recruitment Agency in relation to this role. Sheridan Maine complies with all relevant UK legislation and does not discriminate on any characteristics protected under the Equality Act 2010. In completing our application process, you are authorising us as a Recruitment Agency to contact you in connection with your application by email and / or telephone under GDPR Article 6(1)(a) and you are also consenting to receiving information via the same means in relation to Sheridan Maine providing you with work finding services. Our Privacy Policy and Data Processing & Retention Policies can be viewed on our website at www.sheridanmaine.com. Should you wish, you may opt out at any time.

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please assume that on this occasion your application has not been successful.