Senior Client Portfolio Manager

Senior Client Portfolio Manager

Thatcham £55,000 - £60,000 + Bonus Hybrid Working

Our client is a growing and ambitious accountancy practice with a strong reputation for providing high-quality advice and support to businesses and individuals across the South of England. As part of a wider group of established practices, they offer the opportunities and resources of a larger organisation while maintaining the friendly, collaborative culture and personal approach of a local firm.

Due to continued growth, they are looking to appoint an experienced Senior Client Portfolio Manager to join their Thatcham office.

This is an excellent opportunity for a motivated accountancy practice professional who enjoys building trusted client relationships, leading and developing people, and providing commercially focused advice that helps businesses thrive.

The Role

As a Senior Client Portfolio Manager, you will manage your own portfolio of clients while acting as a senior figure within the practice. You'll take ownership of client relationships, review technical work, support the development of team members, and contribute to the continued success and growth of the business.

Key Responsibilities

• Manage your own portfolio of clients, including annual accounts, tax returns, client onboarding and ongoing support.
• Lead client sign-off meetings, confidently presenting accounts, discussing key findings and providing proactive advice.
• Take ownership of client matters, exercising sound professional judgement and working with a high degree of autonomy.
• Review work prepared by trainees and qualified accountants, ensuring consistently high technical and professional standards.
• Build strong, trusted client relationships, delivering an exceptional level of service and support.
• Meet prospective clients and help convert new business opportunities.
• Lead, mentor and inspire team members, supporting their personal and professional development.
• Collaborate with colleagues across the wider group to maximise efficiencies and client outcomes.
• Ensure billing, recoveries, client service and documentation are managed accurately and efficiently.
• Represent the business within the local community and professional networks.

About You

To be successful in this role, you will have:

• ACCA, ACA (ICAEW) qualification or be qualified by experience.
• Significant experience working within an accountancy practice environment.
• Strong leadership skills with the ability to engage, motivate and develop team members.
• Commercial awareness, including experience of billing, fee proposals and monitoring recoveries.
• Excellent relationship management skills, with the ability to build trust, provide proactive advice and support clients in achieving their business goals.
• A strong technical background and the ability to review work to a consistently high standard.
• Confidence working independently and taking ownership of client portfolios.
• Excellent communication skills and a collaborative approach to working with both clients and colleagues.
• A proactive, adaptable and client-focused mindset.

Apply Now

If you're an experienced Accountancy Practice professional looking for a senior role where you can make a real impact with clients, develop and mentor a team, and contribute to the growth of a successful and forward-thinking practice, we'd love to hear from you.