Client Portfolio Manager

You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.,

• Managing a portfolio of sole traders, partnerships and non-audit limited companies
• Acting as a main point of contact for clients, with regular telephone and face-to-face interaction
• Building strong, long-term client relationships
• Identifying opportunities to provide additional support and advice

• Reviewing accounts files prepared by trainees, assistants and seniors
• Reporting to Directors ahead of annual accounts meetings
• Ensuring assignments are completed accurately, efficiently and to deadline
• Advising clients on PAYE and VAT matters arising across the portfolio
• Overseeing day-to-day tax matters and involving specialists where needed
• Reviewing personal tax returns and related compliance work
• Identifying IHT and CGT issues and planning opportunities
• Generating new areas of advice and added value support

• Working as part of a general practice team
• Supporting and guiding junior staff through file reviews and feedback
• Maintaining strong communication within the team to ensure smooth workflow
• ACA or ACCA qualified, or qualified by experience
• Experienced in UK accountancy practice, managing your own client portfolio
• Comfortable reviewing work and supporting junior team members
• Confident discussing accounts and tax matters directly with clients
• Organised and able to manage multiple deadlines
• Commercially aware, with the ability to spot issues and opportunities

• A team-focused working environment
• Exposure to a broad range of general practice work
• Opportunities to develop advisory skills alongside compliance
• A role with real responsibility and client contact

• The salary package will be competitive, depending upon the level of qualification and experience. You will have an opportunity to progress and develop where applicable.
• Hybrid working with fully hosted systems
• Progression opportunities
• Employee Assistant Programme
• Cycle to work scheme
• Electric car salary sacrifice scheme
• Holiday purchase
• Varied and successful clients, client contact and interaction
• Modern offices and working practices
• Social events
• Medical cash plan
• Enhanced pension scheme
• Group life assurance
• Charity events and paid volunteering day