Accounts Portfolio Manager

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.
  
  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.
  
  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