Client Portfolio Manager

A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide ranging industry clients across OMBs and SMEs ensuring a quality service across review of year end accounts, tax and wider services, advising clients and developing business, managing teams and working closely with the Partners as key support with a clear progression path on offer.Client DetailsBased in Exeter this chartered accountancy firm has a long standing reputation and has experienced positive ongoing growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.DescriptionJoining this firm as Client Portfolio Manager, you will bring your background as an all-rounder year end accounts, tax and general accountancy practice professional to service wide ranging limited company OMBs and SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You ..... full job details .....