Client Portfolio Manager

  • Job Reference: 752
  • Date Posted: 13 November 2023
  • Recruiter: ProTalent Limited
  • Location: Eastleigh
  • Salary: £50,000 to £60,000
  • Sector: Audit
  • Job Type: Permanent
  • Contact: Lydia Sinclair

Job Description

ProTalent are currently working with one of Eastleigh’s leading accountancy firms to recruit a new Client Portfolio Manager to join their successful team.


The firm:

  • Leading accountancy firm in the area
  • Enjoying consistent growth and increasing market share
  • Impressive client base from a wide range of industries
  • Great team of experts all working together to achieve great things
  • Loads of free parking onsite!


The Client Portfolio Manager role:

  • Accounts production for limited companies including groups and consolidated accounts
  • Managing a portfolio of clients from a range of industries.
  • Reviewing accounts produced my more junior members of the team
  • Audit work from planning to completion for a wide range of clients
  • Acting as an Audit Senior on site and assisting more junior members of the team
  • Tax compliance
  • Assisting clients with queries and working closely with Managers and Directors to ensure highest levels of service
  • Identifying opportunities to win new clients
  • Attending new client meetings with the Director/Associate Director when required.


The successful applicant:

  • ACA/ACCA Qualified
  • Solid practice background
  • Good audit knowledge and seeking a mixed audit and accounts role
  • Keen to progress


Thank you for your interest.