Role Overview
As a Client Portfolio Manager, you will be a senior leader within our expert team, acting as a trusted advisor to a diverse client base. This role combines high-level financial strategy-such as business modeling and lending support-with the oversight of core compliance and tax functions to drive client success and practice growth.
Key Responsibilities
- Strategic Advisory: Act as a primary point of contact and trusted advisor, providing proactive support and financial insights across a dedicated client portfolio.
- Financial Strategy: Lead high-value projects including business modeling, strategic planning, and support for capital/lending applications.
- Compliance Oversight: Execute and oversee the preparation of financial statements, tax computations, and all relevant statutory filings.
- Practice Development: Contribute to the growth and evolution of the firm by identifying new opportunities and mentoring junior team members.
Candidate Profile
- Qualifications: ACA/ACCA qualified with a minimum of 7 years' experience specifically within a Public Practice environment.
- Advisory Mindset: A genuine passion for problem-solving and helping business owners maximize commercial opportunities.
- Technical Excellence: Strong technical accounting knowledge with a specific interest in financial modeling and business development.
- Project Management: Proven ability to manage teams, hit strict deadlines, and maintain exceptional attention to detail.
- Communication: Elite interpersonal skills with a commitment to delivering a premium level of customer service.
Randstad encourage applications from individuals of all ages & backgrounds. Whilst appointments will be made on merit alone candidates must be able to prove their right to work in the UK or the Republic of Ireland (as relevant). Randstad acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
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