SME Portfolio Manager

Job Title: SME Portfolio Manager Location: Hertfordshire Salary: £60,000 - £63,000 per annum About the SME Portfolio Manager Role: A rapidly growing and dynamic firm in Hertfordshire is seeking a proactive and detail-oriented individual to join their Advice, Audit & Accounts team as an SME Portfolio Manager. This role is perfect for a confident and organised professional who thrives in a client-facing environment and is looking to make a real impact in a supportive and growth-driven team. As an SME Portfolio Manager, you will have the opportunity to manage your own portfolio of clients, which includes a diverse range of businesses such as manufacturers, IT developers, professional services firms, property investors, hospitality businesses, and not-for-profit entities. Your role will involve both strategic and hands-on client management, as well as mentoring junior staff. With a focus on building long-term client relationships, you will help clients navigate key financial and compliance matters while ensuring the highest quality of service. Key Responsibilities as an SME Portfolio Manager: Manage your own portfolio, overseeing client relationships and ensuring timely delivery of high-quality work. Maintain efficient staff planning, WIP management, and billing for your portfolio. Develop and nurture client relationships, helping to identify and secure new business opportunities. Ensure compliance with current legislation and standards, while maintaining proactive awareness of industry changes. Act as the primary point of contact for client's compliance queries, ensuring exceptional service and guidance. Delegate work to team members, providing mentorship and feedback on performance and quality. Participate in business development activities, attending networking events and pitching for new work. Stay current with cloud-based accounting technologies and systems to enhance efficiency and service delivery. Present completed files for partner review and ensure accuracy before submission. Skills, Knowledge & Expertise for the SME Portfolio Manager: ACA/ACCA qualified with a solid understanding of corporate and personal taxes. Previous experience managing a portfolio of clients, ideally in an SME-focused environment. Strong communicator, both written and verbal, with the ability to engage effectively with clients and team members. Excellent organisational skills and the ability to manage multiple priorities and deadlines. A commercial mindset with experience in fee development and client development. Proactive, with a focus on delivering excellent client service and mentoring junior team members. Ready to take the next step in your career? Apply Today

Location: Hertfordshire, GB

Posted Date: 1/22/2025