Senior Portfolio Manager

3 days ago

Launceston, Tasmania, Australia beBeeManager Full time $42,000 - $52,000

Job Role Overview:

We are seeking an experienced and accomplished Client Manager to join our team. This is a fantastic opportunity for a highly skilled professional to play a pivotal role in the continued success of our organization.

In this dynamic position, you will work closely with our Directors, managing a diverse portfolio of clients from various sectors. You will be the primary point of contact for your clients, ensuring all work is completed accurately and efficiently.

Your responsibilities will include overseeing and assisting in the development of junior staff, providing necessary support and reviewing their work. You will also be responsible for managing client relationships, preparing and reviewing Statutory Accounts and Management Accounts, as well as tax computations and returns.

The ideal candidate will possess strong communication skills, excellent organizational abilities, and a proven track record in client management. If you are a motivated and results-driven individual looking for a challenging and rewarding role, we encourage you to apply.

Key Responsibilities:

  • Managing a diverse portfolio of clients from various industry sectors
  • Supporting partners and clients with bespoke queries and ad hoc project work
  • Preparation and review of Statutory Accounts and Management Accounts
  • Preparation and review of tax computations and returns
  • Acting as the primary point of contact for an array of clients
  • Reviewing the work of junior staff, providing guidance and support as required

Skill Requirements:

  • ACCA/ACA Qualified or Qualified by Experience
  • Essential practice experience
  • Client management experience
  • Experience reviewing work prepared by junior staff

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