Client Portfolio Manager. LilyLifestyle

Take full ownership of a diverse SME client portfolio, Your new company This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.

Your new role As Client Portfolio Manager, you'll be the main point of contact for a varied portfolio of SME clients across different industries. You'll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.

• Manage a portfolio of SME clients across multiple sectors
• Prepare and finalise statutory accounts in line with FRS 102
• Respond to client queries and provide tailored advice
• Liaise with HMRC and other regulatory bodies
• Support audit and year-end processes
• Contribute to improving internal systems and client processes

• ACA or ACCA qualified
• Experience in a UK accountancy practice
• Confident communicator with strong client relationship skills
• Solid understanding of accounting principles and statutory reporting
• Organised and able to manage a varied workload
• Ambitious, proactive, and keen to grow professionally

• 25 days annual leave plus bank holidays
• Hybrid working and flexible hours
• Supportive, collaborative team culture
• Clear career development pathways
• Regular training and professional development
• A modern office space with a relaxed, professional atmosphere

What you need to do now This is a great opportunity for someone who's ready to take the next step in their career, with the support of a respected firm and the freedom to shape their own client relationships.

Interested? Apply now or get in touch for a confidential conversation.
4722410