Back Posted: Jan 09 2025

Accounts Portfolio Manager

Fordingbridge, Hampshire , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

We are seeking a dynamic and results-driven Accounts Portfolio Manager to join my clients team located in Fordingbridge.

This is a full-time office based position, and my client would also consider someone seeking a 4 day week, with the potential for some flexibility on working hours /pattern for the right candidate.

The ideal candidate will have an Accountancy background and AAT qualifications and come from a multi-client Accountancy practice background.

You will be responsible for managing a client portfolio and liaising between external clients and the Accounts team, ensuring the timely delivery of accounts and VAT returns, as well as providing outstanding customer care and satisfaction.

Duties:

Develop and maintain strong relationships with clients to understand their needs and objectives.
Maintain a good working relationship with the internal accounts team, ensuring the timely delivery of deadline-based tasks, such as accounts, VAT returns and Corporation Tax Returns.
Communicate effectively with clients to provide updates, resolve issues, and ensure satisfaction with services.
Keep track of and control account activities and analyse performance metrics.
Collaborate with cross-functional teams to deliver tailored solutions that meet client requirements.
Prepare and present reports on account status and delivery trends to senior management.
Lead negotiations for contract renewals and new agreements, ensuring mutually beneficial outcomes.

Skills:

AAT qualifications
Proven experience in Financial Account Management or similar role is essential.
A good working knowledge of the Xero accounting software package.
Excellent communication skills, both verbal and written, with the ability to engage effectively with clients at all levels.
Strong leadership qualities to inspire teamwork and drive results within the organisation.
Proficiency in Salesforce or similar CRM software for managing client interactions and data analysis.
Ability to analyse our accounts delivery trends and client feedback to the owner of the business, to allow strategic decisions to be made.
A proactive mindset with a focus on achieving targets and enhancing customer experiences.

Benefits:

Quarterly profit share, typically adding around 10% to salary
Twenty-five days holiday plus bank holidays
On site parking at no cost
A degree of flexibility on hours

If you are passionate about building relationships and driving success in a growing, fast-paced environment, we encourage you to apply for this exciting opportunity as a Accounts Portfolio Manager!

INDCP

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: January 9, 2025
Job id:. CV-350136
Position Type: Permanent
Applicants: 0
Views: 3

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