Chief Client Portfolio Manager

1 week ago


Belfast, Ireland beBeeBusiness Full time £40,000 - £50,000
Business Advisory Services Manager Role

This exciting opportunity involves working as a key member of a chartered accountancy firm's business advisory services team.



Key Responsibilities:
  • Support the client portfolio management process by working alongside the client engagement team to ensure timely delivery and high client satisfaction levels.
  • Take ownership of client portfolios, including financial analysis, budgeting, forecasting, and year-end accounts.
  • Develop and maintain strong relationships with clients to identify opportunities for growth and support their long-term success.
  • Communicate effectively with clients and colleagues to ensure seamless delivery of client accounting work.
  • Deliver specialist advisory and project work to a high technical standard, providing recommendations and alternative options that meet clients' needs.
  • Maintain and develop technical knowledge, staying up-to-date with new legislation and identifying opportunities for clients.


Requirements:
  1. Relevant professional qualification (ACA/ACCA or equivalent).
  2. Previous experience in a similar role, preferably within a leading chartered accountancy firm.
  3. Good working knowledge of cloud accounting systems such as Xero.
  4. Experience of handling complex client portfolios and training junior members of the team.
  5. Technical compliance and advisory work experience, with a focus on delivering high-quality results.
  6. Ability to utilise technology and implement client-driven solutions, leveraging cloud-based tools to enhance service delivery.


  • Belfast, Ireland beBeePortfolio Full time €50,000 - €75,000

    Job OverviewThe successful candidate will support the team in all aspects of client portfolio working alongside the client engagement team ensuring all client deadlines and demands are met.Taking ownership of client portfolio, which may include year end and management accounts, budgets and forecasts for selected clients.


  • Belfast, Ireland beBeeTax Full time €75,000

    Leadership PositionWe are seeking an experienced Senior Manager to join our team. As a key member of our leadership group, you will play a critical role in driving the success of our business.Job Responsibilities:Team Leadership: Lead a diverse portfolio of client engagements, including locally and internationally owned businesses, private equity portfolio...

  • Tax Portfolio Manager

    2 weeks ago


    Belfast, Ireland beBeeAccountancy Full time €45,000

    Job OpportunityWe are seeking a skilled and experienced professional to manage a diverse portfolio of personal tax compliance clients.Assist in managing a portfolio of personal tax compliance clients.Identify personal tax planning opportunities and assist in delivering advisory assignments.Play a key role in the delivery of estate planning services to...


  • Belfast, Ireland beBeeTechnical Full time €55,000 - €75,000

    Business Advisory Professionals support the delivery of high-quality services to diverse clients.Key Responsibilities:Manage client portfolios, overseeing year-end and management accounts, budgets, forecasts, and specialist advisory projects.Develop strong client relationships by ensuring excellent service, addressing queries promptly, and identifying...


  • Belfast, Ireland beBeeAudit Full time €45,000 - €55,000

    Job OverviewThe Corporate Audit Manager plays a pivotal role in ensuring the compliance and efficiency of private sector audit clients.Key Responsibilities:Manage a diverse portfolio of private sector audit clients, maintaining adherence to industry standards and delivering exceptional results.Nurture strong client relationships, acting as a trusted advisor...


  • Belfast, Ireland beBeeAccountant Full time €38,000

    Job Title: Assistant AccountantThis role presents an exceptional opportunity for an ambitious and organized professional to take their accounting career to the next level in a dynamic and challenging environment.The successful candidate will be responsible for managing a portfolio of clients, providing taxation compliance services, preparing financial...


  • Belfast, Ireland beBeePortfolio Full time €60,000 - €80,000

    Commercial Property Portfolio ManagerAre you a skilled Chartered Surveyor seeking to manage commercial property projects? We are recruiting an experienced Portfolio Manager to oversee an extensive portfolio of single let and multi let buildings.Key Responsibilities:Attending client and occupier meetings to discuss property and tenant mattersUndertaking...


  • Belfast, Ireland beBeeCompliance Full time €40,000 - €60,000

    Key Responsibilities:Manage a client portfolio, including year-end and management accounts, budgets, forecasts, and specialist advisory projects.Collaborate with internal teams to ensure effective communication, plan workloads, and meet deadlines and performance standards.Client Relationships:Develop strong client relationships by providing high-quality...


  • Belfast, Ireland beBeeCredit Full time £28,000

    Job DescriptionSeeking a seasoned credit professional to oversee the accounts receivable process and contribute to the company's financial success. This role is ideal for individuals with extensive experience in credit control, looking to take ownership of a portfolio of clients and drive results.The successful candidate will be responsible for managing...

  • R&D Portfolio Manager

    2 weeks ago


    Belfast, Ireland beBeeDevelopment Full time €45,000

    We are currently seeking an experienced Research and Development Manager to oversee a portfolio of clients in Northern Ireland. The ideal candidate will have a strong technical background and excellent report writing skills, with the ability to manage multiple projects simultaneously.About the Role:Manage a diverse portfolio of clients from inception to...