At a Glance
- Tasks: Manage a portfolio of SME clients, ensuring timely and accurate accounting and tax compliance.
- Company: Established firm of Chartered Accountants in Exeter with a supportive team culture.
- Benefits: Competitive salary, 23 days holiday, hybrid working, and ongoing training.
- Other info: Strong progression opportunities and a collaborative work environment.
- Why this job: Join a growing practice and make a real impact on client success.
- Qualifications: ACA or ACCA qualified with experience in managing SME or corporate clients.
The predicted salary is between 50000 - 60000 £ per year.
Our client is a well-established firm of Chartered Accountants based in Exeter, seeking a Corporate Portfolio Manager to join their Audit & Accounts team. This is a senior role managing a portfolio of incorporated SME clients, delivering high-quality compliance work alongside advisory support. The role offers hybrid working and strong progression within a growing practice.
The Role
You will take ownership of a portfolio of SME clients, acting as their main point of contact and ensuring all accounting, tax, and reporting needs are delivered accurately and on time. You will also support junior staff and contribute to the overall quality and efficiency of the team.
Key responsibilities include:
- Managing a portfolio of incorporated clients and maintaining strong client relationships
- Preparing and reviewing statutory accounts, corporation tax returns, and management reports
- Ensuring compliance with UK GAAP/IFRS and relevant tax regulations
- Providing proactive advisory support including tax planning and business insight
- Supervising, mentoring, and reviewing the work of junior team members
- Supporting continuous improvement and maintaining high technical standards
About You
- ACA or ACCA qualified (or equivalent)
- Experience in an accountancy practice managing SME or corporate clients
- Strong technical knowledge of UK accounting standards and tax compliance
- Confident reviewing accounts and supporting junior staff
- Proficient with Xero, QuickBooks, or Sage
- Strong communication skills and commercial awareness
- Audit experience is beneficial but not essential
What's on Offer
- Competitive salary (DOE) + benefits
- 23 days holiday + bank holidays + birthday leave
- Pension scheme and death in service cover
- Private health cash plan
- Hybrid working
- Ongoing training and clear progression opportunities
- Supportive and collaborative team culture
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Senior Corporate Portfolio Manager – SME Accounts in Exeter employer: Clear IT Recruitment
Join a well-established firm of Chartered Accountants in Exeter, where you will thrive in a supportive and collaborative team culture. With competitive salaries, hybrid working options, and clear pathways for professional growth, this role as a Senior Corporate Portfolio Manager offers the chance to make a meaningful impact while managing a diverse portfolio of SME clients. Enjoy generous benefits including 23 days holiday, a pension scheme, and ongoing training to enhance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Corporate Portfolio Manager – SME Accounts in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Senior Corporate Portfolio Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their needs and challenges, especially in managing SME accounts. This will help you tailor your responses and show that you’re genuinely interested in how you can add value.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience with UK GAAP/IFRS and how you’ve successfully managed client portfolios in the past. Highlight your advisory skills and how you’ve supported junior staff – this is key for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Corporate Portfolio Manager – SME Accounts in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Corporate Portfolio Manager role. Highlight your experience with SME clients and any relevant qualifications like ACA or ACCA. We want to see how your skills match what we're looking for!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've improved processes or supported junior staff in previous roles. This helps us see the impact you can make at StudySmarter.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you're passionate about this role and how your background makes you a great fit. We love seeing genuine enthusiasm, so let your personality come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Numbers
Make sure you brush up on your technical knowledge of UK accounting standards and tax compliance. Be ready to discuss specific examples from your experience managing SME clients, as this will show your expertise and confidence in the field.
✨Showcase Your Advisory Skills
Prepare to talk about how you've provided proactive advisory support in the past. Think of instances where your insights made a difference for your clients, especially in tax planning or business strategy. This will highlight your value beyond just compliance work.
✨Demonstrate Leadership
Since this role involves supervising and mentoring junior staff, be ready to share your experiences in leading teams. Discuss how you've supported others in their development and contributed to team efficiency, showcasing your leadership style.
✨Engage with the Interviewers
Remember, interviews are a two-way street! Prepare thoughtful questions about the firm's culture, growth opportunities, and how they support their employees. This not only shows your interest but also helps you assess if the firm is the right fit for you.
