Client Portfolio Manager

Client Portfolio Manager

Remote (home-based) | Full-time | Competitive Salary

About the Opportunity

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.

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.

The Role

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.

Key Responsibilities

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]

About You

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.

Requirements

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

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

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.