Your newpany
An established and thriving Practice in Darlington is looking to appoint a new Client Portfolio Manager to enhance their current team.
Your new role
Managing a portfolio of clients and working alongside other client portfolio managers you will be involved in:-
1. Responsible for your own portfolio of clients
2. Client facing
3. Accounts prep
4. Final adjustments
5. Business & Personal Tax returns
6. Minimal payroll work
7. Systems: Iris, Sage, Xero
What you'll need to succeed
You will ideally be qualified or qualified by experience and must have proven experience of already managing a portfolio of clients where you advise, prepare the accounts and liaise with regards the final adjustments.
What you'll get in return
8. option to work a reduced week
9. flexible working
10. hybrid working
11. up to 25 days holiday plus bank holidays
12. pension