client portfolio manager jobs in Poole

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

Overview Our client in Bristol is passionate about supporting ambitious, entrepreneurial businesses. Their Bristol office has extensive local expertise delivered by their team of 12 partners and staff. They work with businesses in every major centre from Swindon down into the South West Peninsula and from Cheltenham to Poole taking in Exeter, Plymouth and South Wales. Clients for their...

You will manage a portfolio of clients, providing comprehensive accounting and advisory services while ensuring client satisfaction. The ideal candidate possesses strong technical skills and excellent communication abilities.

Commercial Manager – Healthcare, Local Government & Education Location: Scotland & North UK (with flexible remote working) Contract Type: Full-time, Permanent Are you a commercially savvy professional ready to take the lead on high-impact projects? A long standing client of ours is looking for a dynamic Commercial Manager to join their Healthcare, Local Government and Education team. This is...

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

You must be ACA/ACCA Qualified with post qualification experience. - Statutory audit experience gained in a professional practice environment. - Experience of group audits and consolidated financial statements (desirable but not essential). - Full clean driving licence with access to a car (desirable but not essential).

B2B Sales Account Manager - B2B | Up to £35k + Commission Are you passionate about delivering excellent service, building strong relationships, and driving business growth? This is a great opportunity for someone who thrives in a proactive, commercial environment and enjoys working with a broad range of business customers. We're looking for an experienced and results-driven B2B Account Manager...

You will be responsible for leading the end-to-end process, from initial client engagement and risk assessment through to system design, costing, and proposal delivery, while nurturing long-term relationships with key stakeholders across the construction and security sectors.

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

You will manage a portfolio of clients, delivering comprehensive accounting and advisory services aimed at ensuring client satisfaction. The ideal candidate should have strong technical skills and excellent communication abilities. This role promises a supportive environment with mentorship from directors, emphasizing high-quality, personalized service to help clients achieve their financial goals.

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

A respected firm of Chartered Accountants in Poole is seeking an experienced Private Client Tax Manager to manage a diverse portfolio and deliver high-quality compliance and advisory services. This role offers flexible working, a competitive pension, and a chance to develop within a supportive environment. The successful candidate will play a crucial role in mentoring junior team members and...