JOB TITLE: Client Manager (portfolio Manager)ROLE TYPE: Permanent, Full Time (Office Based)LOCATION: HertfordshireHOURS/DAYS (per week): 9am - 5pm, Monday to Friday, 1 hour lunch, office basedSALARY RANGE: £40,000 to £60,000 per annum (depending on experience)NOTICE and PROBATION PERIODS: TBCBENEFITS/BONUSES/HOLIDAYS: 20 days annual leave plus bank holidays, 1 day for birthday, 2 days guaranteed over Christmas (potentially 3), half day bonus day for each month targets are achieved. On-site parking.COMPANY CULTURE and SUMMARY: A proactive small-to-medium size firm of Chartered Accountants, who''re very client-orientated with a good work-life balance. Due to their structure and swift systems/processes in place, employees are not expected to work past 5pm most of the time. All their staff are long-serving employees, which is due to their loyalty but also the Practice''s fantastic people-focused work culture and environment. They''re looking for a Client Portfolio Manager to join their supportive team.JOB ROLES/RESPONSIBILITIES (include but not limited to): - Plan the workload for the accounts team using the team planner. - Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients. - Contact clients to agree timescales for receiving the information to complete accounts and tax returns. - Review records as they come into the office for completeness prior to starting or assigning the work. - Agreeing fees with clients in advance of commencing ..... full job details .....