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Client Portfolio Manager

Client Portfolio Manager

Posted 29 May by Wills Consultants Ended

About The Role: Due to expansion, we are seeking an effective Client Portfolio Manager to join a highly successful specialist team. To support continued growth, we are seeking to recruit a Manager to drive the delivery of accounting and tax planning for a portfolio of loyal specialist clients. You will be managing a team who will be assisting current clients with tax, inheritance and capital gains tax and VAT. You will be tasked with further developing the client portfolio through relationship development and new business acquisition. The role offers the post holder real career development opportunities in a practice that rewards success in a progressive environment.

Requirements: You should be ACA/ACCA/CTA qualified and offer strong technical knowledge and experience, especially in the areas of inheritance tax, capital gains tax and VAT. Of equal importance is having the charisma to build relationships, manage projects and develop a team.

Salary & Benefits:£48-55,000 + benefits

About Us: Wills Consultants is an independent recruitment consultancy specialising in finance positions. Wills Consultants has an extensive client base that ranges from the thriving SME sector through to national and international PLCs including leading local accountancy practices.

Reference: 32639052

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