Client Portfolio Manager (Qualified Accountant)

Job Title: Client Portfolio Manager (Qualified Accountant)
Contract Type: Permanent
Location: Chippenham
Reference: CPMC
Contact Name: Jess Powell
Contact Email:
Job Published: November 27, 2019 12:26

Job Description

·Do you want to be stretched and challenged in a supportive environment?

  • Do you relish the opportunity to meet new people, to influence and build strong relationships?

  • Are you keen to have responsibility and to be able to make a real difference?

  • Would you like to be part of a great team who is passionate and proud of what they do and where your voice counts?

These are just a few of the many reasons that our people love working for us. That is of course in addition to the fact that we are an award-winning firm, who support flexibility and ensuring a great balance between work and everything outside it. 

A fantastic opportunity has arisen in our Chippenham office for a qualified accountant looking for a varied and challenging role as a Client Portfolio Manager, supporting clients across a wide variety of sectors. This role will report directly into the local Partner, supporting them with their portfolio while managing a portfolio of their own. Due to the size of the Chippenham office, there is a real opportunity to take an active role in the growth and development of the team and office as a whole.  The role will also require deputising for the local Partner as required.

At MHA Monahans, relationships and people are at the heart of everything we do. When you join us, you will become part of a team where you get the full support of Partners, managers and colleagues in a friendly and professional environment. We are a sociable bunch, with plenty of activities outside the workplace as well.

We are passionate about developing our people and are proud of the fact that some of our Partners, senior managers and fully qualified staff trained with us and have decided to stay at MHA Monahans.

Who are we?

MHA Monahans are a firm of 16 Partners and circa 210 employees, experienced Chartered Accountants and Business Advisers, who work with businesses to help them flourish and grow. Our clients tell us we are very approachable, flexible and down-to-earth. These core values can be found in any of our 8 offices across the South West of England and with a national reach through our membership of MHA Group of independent firms. We are very proud to have won awards such as Accountancy Excellence Awards Growth Firm of the Year and IRIS’ Large Firm of the Year in 2018.

What we offer:

  • Exposure to a variety of clients

  • A supportive network across our offices and the opportunity to get involved in Firm-wide projects and initiatives

  • A clear career path and structured progression steps

  • Regular social events and groupwide get-togethers

  • Benefits including Cycle to Work scheme, Free eye tests, discounted gym membership

  • A chance to implement positive change throughout the Firm via our various Committees and Groups

  • Wellbeing initiatives, charity events and an Employee Assistance Programme

  • A relaxed, friendly and supportive working environment

Duties and Responsibilities

  • Client work

    • Developing productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge

    • Acting as a point of contact for Partner portfolio in the partner’s absence

  • Supporting colleagues

    • Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.

  • Business development

    • Proactively identifying opportunities to expand the portfolio or introduce the provision of additional services for clients

  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated                                                                               

Who we are looking for:

  • Someone professional and friendly who has Practice experience

  • Someone who reflects our Values:
    Integrity, Collaborative, Innovative, Client Focussed, Respectful, Approachable

  • Ability to deputise in the Partner’s absence and support the team

  • Ability to work on own initiative

  • Personal drive and energy

Qualifications / Experience

  • ACA/ ACCA qualified or qualified by experience

  • Five years of relevant experience in a client facing role within Practice

  • Experience dealing with clients of various sizes and sectors

  • Use of Xero / QBO

  • Use of Iris practice software – desirable, not essential