Client Portfolio Manager

Location: Chalfont St. Giles

Client Portfolio Manager – Accountancy Practice Salary:
Up to £50,000 per annum  10% bonus  finish early on a Friday

Location:

Chalfont St.Giles Job Type: Full-time, Permanent Intro We are pleased to be partnering with a well-established and respected accountancy practice based in South Buckinghamshire. Fully regulated by the ICAEW, the firm is led by an experienced founder who spent over a decade working within top-tier Central London practices before establishing the business in 2011. The practice specialises in providing a personal and professional service to owner-managed limited companies, smaller businesses and sole traders, covering all aspects of accounting and tax compliance.

With steady growth and a supportive culture, this is an excellent environment for an experienced accountant looking to manage a client portfolio with autonomy.

The Role Our client is seeking a skilled Client Portfolio Manager to oversee a varied portfolio of clients and act as their primary point of contact. This position suits an ACA/ACCA-qualified accountant with strong practice experience who is confident handling both technical work and relationship management.

Key responsibilities include:

Managing a portfolio of clients and building long-term relationships Preparing and reviewing statutory accounts, management accounts and tax returns Providing day-to-day financial and accounting support to clients Ensuring compliance deadlines are met across accounts, VAT and tax Supporting and mentoring junior team members where needed Maintaining high standards of accuracy and client service About You ACCA-qualified (essential) Solid background within an accountancy practice Strong technical skills across accounts and tax Excellent communication and client-facing abilities Highly organised with strong attention to detail Professional, proactive and committed to delivering exceptional service The Offer Salary up to £50,000 10% annual bonus Early finish every Friday Supportive, friendly and collaborative working culture Opportunity to work with a respected ICAEW-regulated firm Varied and interesting client portfolio with genuine scope for development Apply Now If you are an ACCA-qualified accounting professional seeking a hands-on role within a growing, client-focused accountancy practice and would like the opportunity to manage your own portfolio while contributing to a supportive team, we welcome your application.

Please apply with your CV or contact us directly for a confidential discussion.