Client Portfolio Manager
2 days ago
Chalfont St Giles
Client Portfolio Manager – Accountancy Practice Salary: Up to £50,000 per annum + 10% bonus + finish early on a Friday Location: Chalfont St.Giles 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 ACA/ACCA-qualified accountant with strong practice experience who is confident handling both technical work and relationship management. Key responsibilities include: • Managing a portfolio of clients and building long-term relationships, • Preparing and reviewing statutory accounts, management accounts and tax returns, • Providing day-to-day financial and accounting support to clients, • Ensuring compliance deadlines are met across accounts, VAT and tax, • Supporting and mentoring junior team members where needed, • Maintaining high standards of accuracy and client service About You • ACA/ACCA-qualified (essential), • Solid background within an accountancy practice, • Strong technical skills across accounts and tax, • Excellent communication and client-facing abilities, • Highly organised with strong attention to detail, • Professional, proactive and committed to delivering exceptional service The Offer • Salary up to £50,000, • 10% annual bonus, • Early finish every Friday, • Supportive, friendly and collaborative working culture, • Opportunity to work with a respected ICAEW-regulated firm, • Varied and interesting client portfolio with genuine scope for development Apply Now If you are an ACA/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.