Client Portfolio Manager – Accountancy Practice
Salary: Up to £50,000 per annum + 10% bonus
Location: Within 15 miles of HP8 4RG (South Buckinghamshire)
Job Type: Full-time, Permanent
Intro
We are pleased to be partnering with a well-established and respected accountancy practice based in South Buckinghamshire. Fully regulated by the ICAEW, the firm is led by an experienced founder who spent over a decade working within top-tier Central London practices before establishing the business in 2011.
The practice specialises in providing a personal and professional service to owner-managed limited companies, smaller businesses and sole traders, covering all aspects of accounting and tax compliance. With steady growth and a supportive culture, this is an excellent environment for an experienced accountant looking to manage a client portfolio with autonomy.
The Role
Our client is seeking a skilled Client Portfolio Manager to oversee a varied portfolio of clients and act as their primary point of contact. This position suits an ACCA-qualified accountant with strong practice experience who is confident handling both technical work and relationship management.
Key responsibilities include:
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Managing a portfolio of clients and building long-term relationships
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Preparing and reviewing statutory accounts, management accounts and tax returns
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Providing day-to-day financial and accounting support to clients
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Ensuring compliance deadlines are met across accounts, VAT and tax
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Supporting and mentoring junior team members where needed
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Maintaining high standards of accuracy and client service
About You
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ACCA-qualified (essential)
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Solid background within an accountancy practice
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Strong technical skills across accounts and tax
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Excellent communication and client-facing abilities
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Highly organised with strong attention to detail
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Professional, proactive and committed to delivering exceptional service
The Offer
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Salary up to £50,000
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10% annual bonus
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Early finish every Friday
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Supportive, friendly and collaborative working culture
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Opportunity to work with a respected ICAEW-regulated firm
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Varied and interesting client portfolio with genuine scope for development
Apply Now
If you are an ACCA-qualified accounting professional seeking a hands-on role within a growing, client-focused accountancy practice and would like the opportunity to manage your own portfolio while contributing to a supportive team, we welcome your application.
Please apply with your CV or contact us directly for a confidential discussion.