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:
...