Corporate Portfolio Client Manager

Feb 3, 2025 | Vacancies

We are looking for a skilled and experienced Corporate Portfolio Client Manager to join our team. This role offers the opportunity to manage a portfolio of corporate clients, providing exceptional service and strategic advice.

As part of our team, you’ll be the primary point of contact for your clients, ensuring their needs are met with expertise and precision.

Key Responsibilities:

  • Manage a portfolio of corporate clients, ranging from SMEs to larger organisations across various industries.
  • Provide strategic business advice to help clients achieve their goals.
  • Identify business development opportunities and cross-sell additional services.
  • Ensure compliance with accounting standards, tax regulations, and internal procedures.
  • Build and maintain strong client relationships.
  • Mentor and supervise junior team members, ensuring high-quality output.
  • Liaise with HMRC, auditors, and other stakeholders.

Requirements:

  • ACA or ACCA-qualified (or equivalent).
  • Proven experience in managing corporate client portfolios within an accountancy practice.
  • Strong technical knowledge of accounting, tax, and compliance regulations.
  • Excellent communication skills and the ability to build lasting client relationships.
  • A proactive, problem-solving mindset with attention to detail.
  • Experience with accounting software (e.g., Iris, CCH, Xero, QuickBooks).

Why Join Us?

  • Competitive salary and benefits package.
  • Career progression opportunities within a supportive and inclusive environment.
  • Continuous professional development, including access to training and certifications.
  • Flexible working arrangements to support work-life balance (hybrid options available).
  • A vibrant and collaborative office culture.

This is a fantastic opportunity to be part of a forward-thinking firm that values professional growth and client relationships.

Interested? Send your CV to vacancies@dykeyaxley.co.uk or call 01743 241281 for more details.

Register your CV with us now

Why not take the opportunity to register your CV with us and we will contact you directly should any suitable vacancies become available within our Accountancy, Tax, Payroll, Bookkeeping or Administration Departments. Our hold-on-file CVs are always the first point of call for any vacancies which may arise.

Opportunities do become available, not only within DY but within our large client base who regularly enlist our services to assist with their recruitment needs.