Portfolio Manager
R
Rutherford Briant Recruitment
📍 exeter, england, United-Kingdom
Job Description
Take the lead in a role where your audit expertise and client relationships genuinely matter. A well‑established and growing accountancy and advisory firm with a strong reputation for supporting SMEs across a wide range of industries. The firm combines technical excellence with a collaborative culture, modern systems, and a strong focus on long‑term client relationships and staff development.
Responsibilities
- Manage a diverse portfolio of clients, acting as their main point of contact.
- Plan, lead, and review audit assignments from planning through to completion, ensuring delivery on time and within budget.
- Provide strategic business advisory support, including tax planning, cash flow management, and business growth guidance.
- Build strong client relationships, handling queries proactively and delivering a high standard of service.
- Lead, mentor, and develop junior team members, maintaining quality and consistency acros...