Senior Corporate Portfolio Manager

Our client is a forward-thinking firm of accountants dedicated to providing a modern, digital-age service. With a focus on combining extensive experience with cutting-edge technology, our client empowers businesses of all sizes to do more, plan better, and worry less.

Reporting to the Client Services Director, our client is seeking a proactive and strategic Senior Corporate Portfolio Manager to lead a small team in the mid to large corporate sector. This full-time role offers a negotiable salary based on experience.

Benefits

• Competitive salary
• Bonus scheme and quarterly team forums
• Regular 5pm finishes with no weekends
• Parent-friendly flexibility and birthday day off
• Access to the latest cloud software and apps
• Free local sports event tickets and paid days off for charitable activities
• Monthly Wellness Wednesday activities, mental health first aiders, and excellent study packages

Key Responsibilities:

• Proactively manage a small team within the corporate sector, focusing on client service and business development.
• Maintain and develop an existing portfolio of clients while identifying opportunities for growth.
• Serve as the face of the business at networking events in Hull and surrounding areas, leveraging connections to expand our reach.
• Drive business development efforts, seeking referrals and cultivating new relationships.
• Champion efficiencies and best practices, contributing to strategic decision-making.
• Build a network of contacts to attract new clients and expand our market presence.

Essential Requirements:

• Strategic thinking with a qualification as an ACCA or ICAEW accountant.
• In-depth knowledge of current accounting standards, legislation, and business tax regulations.
• Minimum of twelve months' post-qualification experience managing teams and client portfolios.
• Confident representation of the business at seminars, conferences, and events.
• Proven track record in business development and achieving results.
• Commercially astute with a focus on margin achievement in pricing negotiations.
• Strong networking skills with experience promoting and presenting to potential clients.
• Process-driven mindset to drive revenue maximization.
• Positive, proactive ambassador for the business with excellent communication and teamwork skills.
• Demonstrated ability to manage relationships and pursue new business opportunities.

Desirable Skills:

• Aspiration to become a Partner and shape the future of the business.
• Personal tax experience would be advantageous.