Client Portfolio Manager Lanarkshire To c50k & Bens

Overview

As Client Portfolio Manager you will lead the review of junior staff’s year-end accounts, coaching and mentoring the team to meet budgets and deadlines. You will work with the Management/Partner group to keep clients updated and deliver high-quality service. The role combines strong client liaison with technical accounting know-how and a commercial mindset. It offers the chance to act as a trusted business advisor to clients while developing your leadership within a growing practice.

Pay / Benefits

• bonus
• flexible working
• competitive salary

Responsibilities

• review junior staff year-end accounts preparations
• coach and mentor team members
• ensure budgets and deadlines are met
• collaborate with Management/Partner team to update clients
• deliver high-quality client service
• maintain strong client liaison and communication
• manage and motivate staff to work to their strengths
• apply technical knowledge with a commercial approach
• engage with cloud accounting packages

Key requirements

• qualified CA/ACCA or senior-level experience in UK accountancy practice
• strong client liaison and communication skills
• robust technical accounting knowledge with commercial mindset
• exposure to cloud packages
• prior reviewing experience or willingness to progress into reviewing
• ability to manage and motivate staff

• leadership
• mentoring
• communication
• reviewing year-end accounts
• cloud accounting packages
• financial reporting and budgeting

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