Client Portfolio Manager

Client Portfolio Manager

We are partnering with a progressive professional services firm seeking an experienced Client Portfolio Manager to join a growing regional practice. This is a senior, client-facing role offering the opportunity to work closely with partners and specialist teams, delivering high-quality advisory and accounting services. The position suits a commercially minded accountant who enjoys building trusted client relationships and contributing to long-term practice growth.
The role offers genuine career progression, exposure to a diverse client base, and the opportunity to make a meaningful impact within a collaborative and forward-thinking environment.

Duties & Responsibilities

• Act as a trusted advisor to a portfolio of owner-managed business and SME clients
• Manage and oversee the preparation of financial statements, tax computations, and compliance filings
• Provide business advisory support including financial modelling, planning, and funding assistance
• Work closely with senior stakeholders to support client decision-making and growth initiatives
• Contribute to the development and expansion of the practice through client engagement and mentoring
• Manage workflows, deadlines, and team contributions to ensure high service standards

Qualifications & Experience

• ACA or ACCA qualified accountant with a minimum of 7 years’ experience in public practice
• Strong technical accounting and compliance knowledge
• Proven ability to manage client relationships with a commercial and solutions-focused mindset
• Interest in business planning, advisory work, and financial modelling
• Excellent communication, organisation, and stakeholder management skills
• Ability to lead by example and manage competing priorities effectively
• Motivated to continue professional development and build a long-term career

What’s on Offer

• Competitive salary and benefits package
• Flexible and blended working arrangements
• Strong emphasis on work–life balance and employee wellbeing
• Clear progression opportunities within a stable and growing practice
• Supportive, people-focused culture with long-term career prospects

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