We're seeking a new Client Porfolio Manager for our Chippenham office

By Lindsey Wilkins Posted 12 December 2017

Opportunity for a Client Portfolio Manager

You probably already know that we’re experienced Chartered Accountants and Business Advisers, who work with businesses to help them flourish and grow. But what you may not know, is that our clients tell us we’re very approachable, flexible and down-to-earth, and they value our collaboration with them as much as our commercial acumen and professional expertise.

These core values can be found in any of our 8 offices across the West of England and, with a national reach through our membership of MHA, a fast-growing association of UK independent accountancy firms, it allows us to provide an enhanced service to our clients wherever they may be located.

An exciting opportunity has arisen in our Chippenham Office for an ambitious and energetic individual to manage a portfolio of clients whilst further developing our business in the local area.

The successful candidate will undertake the following as part of a growing and dynamic role:

• Maintaining a productive relationship with clients in the portfolio, maintaining regular contact dealing with any specific queries or problems, and assisting with/undertaking project work as required to meet agreed deadlines
• Reviewing accounts and tax files
• Undertaking complex accounts work
• Providing effective feedback to members of the compliance centre
• Identifying opportunities to further develop the business within the local area.

This vacancy would suit a qualified ACA/ACCA with c.5 years practice experience with 5 years’ year PQE, who is looking for a varied development opportunity.

A wide range of experience in owner managed businesses, including Personal Tax is essential, as well as developed IT skills.

The ideal candidate will be able to organise their own work loads, possess drive and determination, excellent communication skills both written and verbal, will be a self-starter, and have an ability to build relationships to be able to support the partners.

Please forward a full CV with a covering letter outlining relevant experience to recruitment@monahans.co.uk

Please specify ‘Client Portfolio Manager – Chippenham’ in the subject box when applying.

We endeavour to respond to all applications as quickly as possible however due to high volumes this is not always possible. If you have not heard from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We reserve the right to commence the selection process before the end of the close date should an adequate number of suitable candidates apply.
We would like to thank you for your interest in MHA Monahans.


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