Job Title: Senior Portfolio Manager
Location: Swindon
Salary: 30K-50K, dependent on experience
Job Type: Full-time, Permanent
About the role:
Autograph Recruitment are currently looking for a highly motivated and ambitious qualified/QBE accountant to join an accountancy practice with their head office in Swindon. The ideal candidate will have recent experience working within a UK practice.
Key responsibilities:
*Act as the primary point of contact, ensuring client satisfaction and strong, ongoing relationships.
*Understand clients’ needs, offering tailored advice and identifying opportunities to add value.
*Review and approve financial accounts, ensuring accuracy before client presentation.
*Work with tax partners to address complex matters and provide high-level strategic advice.
*Identify opportunities to grow client relationships and expand the firm’s services.
*Provide proactive advice on financial management, tax planning, and business strategies.
*Mentor junior team members and collaborate with other departments to ensure smooth service delivery.
Requirements:
*ACA, ACCA, QBE
*A solid background in general practice, accounting, and finance.
*Strong verbal and written communication skills
Next steps:

If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please call Lily Harris on or email , or click Apply to upload your CV for consideration.

We look forward to hearing from you.

If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career.

https://accountancy-and-finance/4595059197

Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.