A fast-growing and forward-thinking accountancy and advisory group with a strong national presence is looking to appoint a Client Portfolio Manager or Senior Manager.

Formed through the coming together of a number of well-established practices, the firm delivers trusted, locally focused advice to SMEs while benefiting from the scale, collaboration, and innovation of a wider network. With a people-first culture and a genuine focus on long-term career development, the business offers a supportive environment where individuals can build their specialism, take ownership of client relationships, and progress within a growing group.

Your new role

As Manager or Senior Manager, you will take ownership of a varied portfolio of clients, acting as their trusted advisor and ensuring the delivery of a high-quality service across accounts, tax, and advisory. This is a key role within the firm, offering the opportunity to lead client relationships, support junior staff, and contribute to the wider success and growth of the business.

Key responsibilities will include:

• Managing and developing a portfolio of clients, ensuring service delivery exceeds expectations
• Acting as the main point of contact, providing proactive and commercially focused advice
• Reviewing accounts, tax and compliance work to ensure accuracy and quality
• Planning and prioritising workloads to meet deadlines and client requirements
• Building strong, long-term relationships with clients and internal stakeholders
• Supporting and mentoring junior team members, reviewing work and providing guidance
• Identifying opportunities to enhance client service and contribute to fee growth
• Supporting senior leadership with portfolio performance and ongoing business development

What you''ll need to succeed

• ACA / ACCA qualified (or equivalent)
• Proven experience managing a portfolio within an accountancy practice
• Strong technical knowledge across accounts, tax and compliance
• Previous experience reviewing work and supporting junior staff
• Excellent communication and client relationship skills
• Highly organised with the ability to manage multiple deadlines
• Commercially aware with a proactive and client-focused approach

What you''ll get in return

• Competitive salary and benefits package
• 25 days'' annual leave + bank holidays, with the option to buy additional days
• Additional leave based on seniority
• Christmas office closure (subject to business needs)
• Life assurance (4x salary)
• Enhanced family leave and company sick pay
• Employee Assistance Programme and wellbeing support
• Flexible benefits platform including critical illness cover, cash plan, cycle to work and more

What you need to do now

If you''re an ambitious Manager or experienced Assistant Manager looking to take the next step in your career, this is an excellent opportunity to join a collaborative and progressive firm where you can make a genuine impact.

What you need to do now
If you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV, or call us now.
If this job isn''t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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