Qualified Accountant – Client Portfolio Manager

Client Manager – Qualified Accountant

Fresh People are recruiting a qualified accountant to join an established and highly regarded professional services and advisory firm in Faversham.

This is an excellent opportunity for an ACA or ACCA qualified accountant, ideally with 1–5 years post-qualified experience, looking to develop beyond traditional accounts work into a broader client management and advisory role.The Role

You will work with a varied portfolio of clients, developing into a trusted point of contact across their wider financial and business requirements.

Responsibilities will include:

• Preparation and review of annual accounts
• Management reporting and financial analysis
• Developing exposure to corporate and personal tax
• Budgets, forecasts and cashflow
• Client meetings and ongoing relationship management
• Identifying opportunities to provide wider business advice
• Reviewing work and supporting junior colleagues
• Developing broader commercial and advisory experience

Previous portfolio management experience is not essential, and you do not need to be a tax specialist. The firm is prepared to develop the right person in areas where they have less exposure.About You

• ACA or ACCA qualified
• Ideally 1–5 years post-qualified experience
• Accountancy practice background
• Strong accounts preparation and/or review experience
• Confident communicating directly with clients
• Commercially minded and keen to broaden your experience
• Ambitious to progress into a more advisory-led position

There is genuine scope for this role to develop further into Virtual FD and higher-level client advisory work, making it particularly attractive for someone who wants more than a traditional practice accounting role.

In the first instance forward your CV via email along with a covering note why you feel this role would match your career aspirations