Client Portfolio Manager

Levitate Recruitment are currently recruiting on behalf of a National Accountancy Practice to find them a Client Portfolio Manager.


  • Manage a varied portfolio of clients across a range of industries.
  • Your responsibilities will be across Audits, Accounts Preparation and Tax assignments.
  • Responsibility for organising and planning the workload across the team.
  • Working with the Partner; setting budgets, negotiating fees and monitoring the billings.
  • Supervise, support and train less experienced members of the team.
  • You will play an active role in developing and building your own portfolio.

This practice is looking for their future leaders of the business. The have a proven track records of promoting into Senior Level positions from within for those that demonstrate they are ready for the opportunity.


  • ACA/ACCA qualified (or equivalent).
  • A minimum of 3 years’ experience as a Manager is essential.
  • Experience of being running your own portfolio.
  • As our client is unable to provide sponsorship you must have the right to work in the UK without the need for sponsorship.

This is just one of a number of opportunities we are recruiting for across the UK and Overseas. Levitate Recruitment are the leading Accountancy Practice and Insolvency Recruitment Specialist.

Reference: 35280302

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