About UsWe are a forward-thinking accountancy and advisory firm, working with a diverse portfolio of clients. With offices in High Wycombe, we pride ourselves on delivering high-quality, timely, and proactive advice to help our clients grow and succeed.We are now looking for an experienced Client Portfolio Manager to join our growing team. This is a great opportunity for a motivated individual with strong leadership and technical review skills to take ownership of a mixed portfolio and contribute to the firm's wider success.
The RoleAs Client Portfolio Manager, you will be responsible for the smooth management of a portfolio of non-audit clients, ensuring timely and accurate delivery of services. Working closely with internal staff, outsourcing partners, and contractors, you will oversee the review and delivery of year-end accounts, tax returns, and payroll services.You will act as the first point of contact for your clients and ensure that the Partner's involvement is reserved for key or high-level matters.
Key Responsibilities- Manage a portfolio of non-audit clients, ensuring high-quality service and timely delivery
- Oversee preparation and review of accounts, corporation tax returns, and personal tax returns
- Coordinate workflows between internal teams, contractors, and outsourced partners
- Review working papers and outputs ahead of Partner sign-off
- Oversee delivery of London-based payrolls
- Manage day-to-day client communications
- Apply firm policies and systems consistently across all work
- Minimise Partner involvement in operational tasks
- Contribute to billing and client satisfaction targets
- Support and develop junior staff and outsourced team members
- Liaise with HMRC and clients on technical or compliance queries in line with firm policy
What We’re Looking For- Qualified accountant (ACA/ACCA or equivalent)
- Proven experience managing a client portfolio in a practice environment as reviewer.
- Strong technical knowledge of UK GAAP, tax compliance, and practice procedures
- Confident in reviewing the work of others and providing constructive feedback
- Able to manage multiple stakeholders and competing deadlines
- Professional and proactive communicator, both with clients and internally
- Experience working with outsourced teams or offshore partners is a plus
- We are NOT looking for a Producer, experience of supervising and review is a key requirement.
Package & Benefits- Salary depends upon experience
- 20 days holiday
- Enrolment in pension scheme post-probation
- Core Hours 9:00am to 5.30 pm
- Opportunity to be part of a supportive and ambitious team with real responsibility from day one
Performance & Career DevelopmentWe operate annual appraisal process, which ensures fairness, transparency, and professional development. Performance will be assessed across areas such as:
- Leadership and ownership
- Contribution to business goals
- Client satisfaction and retention
- Business development efforts
- Quality, timeliness, and collaboration
- KPIs such as chargeability and recoverability
There is scope for salary progression and discretionary bonuses based on contribution and firm performance.
- Job Types: Full-time, Permanent
Job Type: Full-timePay: £35,000.00-£50,000.00 per yearBenefits:
- Company pension
- Sick pay
- UK visa sponsorship
Work Location: In person