Senior Client Portfolio Manager

Senior Client Portfolio Manager
Full Time & Permanent
Hybrid Working
Thatcham
Up to c.£60,000

Have you gained considerable experience within an accountancy practice?
Looking for a new challenge within a growing and dynamic firm?

Our client is looking to recruit an experienced Senior Client Portfolio Manager who can lead their own portfolio of clients and act as a cultural ambassador for the business.
You’ll be hands-on in managing client relationships, delivering high-quality work, mentoring others and supporting the development of the wider practice.

Key Responsibilities will include:

• Manage your own client portfolio, including annual accounts, tax returns, onboarding and ongoing support.
• Lead client sign-off meetings, confidently presenting accounts, discussing key findings and providing proactive advice.
• Work with a high degree of autonomy, taking ownership of client matters and using sound professional judgement with minimal supervision.
• Review work prepared by other team members including trainees and qualified accountants, ensuring consistently high technical and professional standards.
• Build strong, trusted client relationships, ensuring high levels of client satisfaction and retention.
• Lead, mentor and inspire team members including trainees.
• Collaborate across the group to optimise workflows and resources.
• Ensure billing, client service and documentation are accurate and timely.

Required skills:

• Ideally qualified accountant (ACCA, ICAEW or equivalent) or qualified by experience.
• Considerable experience working within accountancy practice.
• Strong leadership, team engagement and people development skills.
• Excellent relationship management skills, with the ability to build trust, provide proactive advice and collaborate with clients on their business goals.

Thanks for your application! Successful candidates will be contacted within 7 working days of their applications.
Should you not hear from us within this time, please assume that your application was unsuccessful on this occasion.