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Client Portfolio Manager

Company

Page Personnel

Location

Bridgwater, England

Type

Permanent

  • Client Portfolio Manager to join a successful firm of accountants in Bridgwater
  • Client Management, team mentoring & progression on offer in a growing firm
  • About Our Client

    Based in Bridgwater this chartered accountancy firm has developed an excellent reputation and is undergoing very positive 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. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm

    Job Description

  • Manage and oversee a portfolio of clients, ensuring all deadlines and regulatory requirements are met.
  • Provide expert advice on accounting and finance matters to clients within the professional services industry.
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