AddressClient Portfolio Manager
Location: Cardiff
Position: Full Time / Permanent
Salary: £36,000-50,000 pa based on skills and experience
Are you looking for an Accountancy job, with great career prospects, generous rewards and a fun and friendly culture to match?
Autograph Recruitment have a rare and exciting opportunity for an experienced Practice Accountant to join our national award-winning practice. This position offers you a range of excellent career development opportunities in a stimulating training environment.
About the position:
Work along side our experienced client managers to build strong client relationships. This is a varied role covering all aspects of accounts, tax and business advisory work. You'll apply your accountancy and people skills to become a valued business adviser and enjoy the variety of working with different businesses in different industries.
Why?
If you want to take your career to the next level and are looking for the real opportunity of local, regional and national progression-Then why not?
Learn new skills alongside a Xero national award-winning team and be based in a modern digital practice.
You’ll join an expert, qualified team of ACCA, ICAEW, CIOT and AAT accountants to manage a portfolio of prestigious clients.
Collaborate with group offices across the UK and Ireland to expand your knowledge.
You will:
- Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax and plan for the future
- Attend client meetings to review performance and set targets
- Review work for Juniors and assist with training and development
- Win new clients and build strong relationships with existing clients
- Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal
- Report to the Directors on portfolio performance and internal targets set
- Assist in the production of Management and Annual Accounts, forecasts and performance reports
- Provide Xero training and support on a range of digital solutions to clients
- Complete related admin tasks as required
Skills and Experience required:
5 years experience in an Accountancy Practice preferred
AAT/ATT L4, CIMA qualified or ACA/ACCA qualified (will consider part qualified with practice experience).
Exceptional communication, teamwork and organisational skills and determination to provide excellent customer service essential.
Competetive salay, enhanced Maternity, Paternity, Life cover, bonus scheme and much more!
If you're looking for a new challenge within a great culture that rewards your hard work then apply today!
Next steps:
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration. Alternatively contact Hannah Dolan on 07717394140 or hannah@autographrecruitment.co.uk
We look forward to hearing from you.
