Client Portfolio Manager

Client Portfolio ManagerIndependent Accountancy Practice Manchester City Centre Hybrid Working

Your new company
An excellent opportunity has arisen for a Client Portfolio Manager to join a highly regarded independent accountancy firm based in Manchester city centre. Known for its low staff turnover, supportive culture, and high quality client work, this firm offers a genuinely positive working environment where people are valued and developed long term.This role is ideal for an experienced practice professional who enjoys managing client relationships and wants to work for a firm that prioritises flexibility, training, and career progression.
Your new role
As Client Portfolio Manager, you will take ownership of a diverse portfolio of clients, acting as their main point of contact and ensuring a high standard of service delivery. Your responsibilities will include:

• Managing a portfolio of owner managed businesses and SMEs
• Reviewing statutory accounts and management accounts
• Overseeing compliance for corporate tax and personal tax matters
• Building trusted, long term relationships with clients
• Managing workflow and deadlines across your portfolio
• Supporting, mentoring, and reviewing the work of junior team members
• Working closely with partners to identify advisory opportunities

What you'll need to succeed
You will ideally be:

• ACA or ACCA qualified (or qualified by experience)
• Currently working in an accountancy practice environment
• Experienced in managing a client portfolio with minimal supervision
• Confident communicating with clients at all levels
• Organised, proactive, and commercially minded

What you'll get in return

• Join a well established independent firm with a strong reputation and low staff turnover

• Hybrid working with flexibility around office and home working

• City centre location with excellent transport links

• A supportive, close knit team culture

• A structured training and development programme, including ongoing CPD

• Clear opportunities for career progression

• Competitive salary and benefits package

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #