Client Portfolio Manager

We are seeking an experienced Client Portfolio Manager to manage a portfolio of clients within our general practice team, with openings in our Bury St Edmunds and Ipswich offices.

As a full-service practice, we support clients throughout their business journey – from compliance and reporting to tax planning and business advice. This role combines technical expertise, client relationship management and file review responsibilities within a collaborative team environment.

The Role

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.

Key Responsibilities

• 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

Accounts & Compliance

• 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

Team Contribution

• 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

Key Skills & Qualifications

• 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

What We Offer

• A varied portfolio with long-standing client relationships
• 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

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