Client Portfolio Manager

About the company

Our client is a growing and forward-thinking accountancy practice that works closely with owner-managed businesses, providing a comprehensive outsourced finance function. Their services extend beyond traditional compliance work, helping clients gain greater control of their finances, improve profitability, and achieve their long-term business goals.

Your tasks

As a Client Portfolio Manager, you will take ownership of a portfolio of clients, acting as their primary point of contact and trusted advisor. You will work closely with business owners, helping them understand their financial performance and supporting them in making informed strategic decisions.

Alongside managing client relationships, you will lead and support a team, ensuring high standards of service delivery and maintaining efficient workflows across the portfolio.

• Managing and developing relationships with a portfolio of clients
• Acting as the main point of contact for client queries and advice
• Leading, mentoring and supporting junior team members
• Reviewing work to ensure accuracy and high-quality service delivery
• Monitoring deadlines and coordinating workflow across the portfolio
• Meeting with clients to review financial performance, KPIs and business objectives
• Providing guidance on profitability, cash flow and business growth
• Identifying opportunities to improve processes and client outcomes
• Supporting the firm's continued growth through a proactive and solutions-focused approach [Client Manager | Word]

Requirements

This is an excellent opportunity for a qualified accountant who enjoys building strong client relationships and is looking to develop a more commercial and advisory-focused career.

To be successful in this role, you will ideally be ACA or ACCA qualified and have gained strong experience within an accountancy practice environment. You will be confident managing client relationships and able to communicate financial information clearly to non-financial stakeholders.

• ACA or ACCA qualified (preferred)
• Previous experience managing a portfolio of clients within practice
• Strong technical knowledge of accounts, tax and VAT
• Excellent relationship management and communication skills
• Ability to interpret financial information and provide commercial insights
• Strong organisational skills and the ability to manage multiple priorities
• Experience using cloud accounting software and Microsoft Excel
• A proactive, solutions-driven approach with a genuine interest in helping clients succeed
• Previous leadership or team management experience would be advantageous

This is a fantastic opportunity for an experienced practice accountant who wants to move beyond compliance work and build a career focused on trusted client advisory services.

What we offer

What's on Offer

• Fully remote working
• Opportunity to develop advisory and business partnering skills
• Exposure to a diverse client portfolio
• Supportive and collaborative team environment
• Genuine career progression opportunities
• Competitive salary and benefits package