Accountancy Practice Client Manager Overview:
This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
* Modern & Flexible Working: 3 days in the office (Tues–Thurs) for collaboration — work remotely the rest of the week.
* A Culture That Values Innovation: This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
* Room to Grow: Be part of an ambitious practice where your ideas and input genuinely shape the business.
What You’ll Be Doing
* Managing a diverse portfolio of clients, acting as their go-to advisor and ensuring exceptional service delivery.
* Leading and coordinating the accounting and tax teams to meet key deadlines.
* Reviewing and finalising year-end financial statements and tax returns.
* Preparing and reviewing management accounts and self-assessment tax returns.
* Holding client meetings, offering strategic advice, and building lasting relationships.
* Getting involved in business reporting and monthly billing.
* Championing technology and exploring new software that helps the business work smarter.
What We’re Looking For
* ACA/ACCA qualified with 5+ years’ post-qualification experience in practice.
* Confident communicator who knows when to pick up the phone, jump on Zoom, or just check in with a client.
* Passion for delivering brilliant client experiences and offering practical, commercial advice.
* A tech-savvy mindset and enthusiasm for process improvement and automation.
* Strong organisational skills with the ability to manage multiple priorities.
What’s In It for You
* Competitive salary up to £65,000 (depending on experience).
* Flexible hours and hybrid working.
* Access to a state-of-the-art gym and phone allowance.
* 24 days holiday + bank holidays + an extra day off for your birthday
* Pension contribution.
* A culture that recognises and celebrates your impact.
Interested?
If you’re ready to join a modern accountancy practice where your voice matters, hit “Apply” today and tell us why this role is the perfect next step in your career
Salary description
£65000.00 - £65000.00 per year