Portfolio Account Manager

Birmingham
Permanent
Accountancy & Finance
Reference: 2424_1749210848

Portfolio Account Manager
Birmingham
Salary £50,000 to £60,000

Butler Rose, public practice is delighted to be supporting our client, a well-established firm of accountants looking for a Portfolio Account Manager. This role will be instrumental in managing a sizeable portfolio of 100+ businesses, overseeing the day-to-day management of each client.

Role Requirements:

  • Handling a portfolio of clients, under audit threshold - overseeing accounts, payroll, billing - everything to do with the clients.
  • To manage client relationship and provide advice and business support in advisory meetings.
  • To manage clients engaged services to include Debtor Chasing, Supplier Payruns, VAT Returns, Payroll, Cashflow Forecasting & Management Accounts.
  • Inclusion of statutory disclosures in line with the company checklist.
  • Has experience managing a portfolio - be responsible for everything related to the client - all the work will go through this person.
  • Understanding and evaluating and monitoring client's business and recommending improvement where needed.
  • Ensuring all parties are kept up to date as work progresses.
  • Developing and maintaining strong client relationships.

Required Skills:

  • Qualified ACA, ACCA, CTA, AAT, ATT.
  • Strong analytical skills with excellent attention to detail.
  • The ability to work as part of a wider team as well as independently.
  • The production of accurate and eIective work within your service line within tight deadlines.
  • Excellent written and verbal communication skills and interpersonal skills.
  • Broad range of IT skills to underpin performance to include proficiency with Excel & IRIS and Xero (advantageous).
  • To assesses client needs and liaise with other service lines which will benefit clients.

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

£50,000.00 - £60,000.00
Per annum
GBP50000 - GBP60000 per annum

Birmingham

Permanent

Added 06/06/2025
Reference: 2424_1749210848

Portfolio Account Manager

Birmingham
Permanent

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