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Permanent

Client Portfolio Manager - General Practice

Suffolk
money-bag 45000.00-45000.00 Annual
3066210009
Posted 4 days ago

Client Portfolio Manager - General PracticeLocation: Bury St EdmundsFull-time, PermanentSalary: £45-65kWe 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 RoleYou 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 ResponsibilitiesClient Portfolio Management:Managing a portfolio of sole traders, partnerships and non-audit limited companiesActing as a main point of contact for clients, with regular telephone and face-to-face interactionBuilding strong, long-term client relationshipsIdentifying opportunities to provide additional support and adviceAccounts and Compliance:Reviewing accounts files prepared by trainees, assistants and seniorsReporting to Directors ahead of annual accounts meetingsEnsuring assignments are completed accurately, efficiently and to deadlineManaging multiple jobs at different stages simultaneouslyTax and Advisory:Advising clients on PAYE and VAT matters arising across the portfolio

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