At a Glance
- Tasks: Manage client portfolios, build relationships, and provide expert advice to help the firm grow.
- Company: Ambitious accountancy practice focused on enhancing client experience.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth and leadership in a dynamic work environment.
- Why this job: Be the trusted adviser for clients and make a real impact in their financial success.
- Qualifications: ACA or ACCA qualified with strong UK practice experience and excellent people skills.
The predicted salary is between 39600 - 48400 £ per year.
Portfolio Manager - Accountant | Stokenchurch, Buckinghamshire | £45,000 – £60,000 | Permanent, Full-Time
Read all the information about this opportunity carefully, then use the application button below to send your CV and application.
A client-management role for a qualified accountant who wants to be the face of the firm to their clients — building relationships, giving great advice, and helping the practice grow.
We're working with a well-regarded, ambitious accountancy practice that's investing in its client experience.
This isn't a heads-down compliance seat — the base accounts and compliance work is handled by a dedicated team across the UK, which frees you to do what you do best: look after clients, build trust, and help the partner grow the firm.
You'll be the go-to person for a portfolio of clients — the one they call, the one who gives them a straight answer and the numbers behind it, and the one who spots how to add value.
Alongside that, you'll help lead and upskill the team, making sure every client gets the best-in-class service the firm is known for.
It's a genuine blend of relationship management, advisory and leadership, with a clear line of sight to the partners and the firm's growth plans.
The role is based centrally around Stokenchurch, with the firm's offices within about half an hour in either direction — so it will suit someone happy to work across both sites.
- What you'll be doing
- Owning a portfolio of clients as their lead point of contact and trusted adviser
- Building strong, long-term relationships and being genuinely responsive — giving clients quick, clear answers and the figures to back them up
- Supporting the partner in growing the firm and shaping how clients are looked after
- Making sure every client receives a best-in-class, proactive service
- Reviewing the work delivered by the wider team and being the quality check clients rely on xgikmsk
- Managing, mentoring and upskilling team members to raise the standard across the board
- Spotting advisory and planning opportunities and adding value beyond the compliance
- What you'll bring
- ACA or ACCA qualified (or strong QBE) with solid UK practice experience
- A real people-person — confident, warm and credible in front of business owners
- Experience managing client relationships and a portfolio as the lead contact
- Strong technical grounding across accounts and tax, and the ability to interpret and explain the numbers
- Experience reviewing work and developi...
Portfolio Manager - Accountant in Chinnor employer: eps.group services
Join a well-regarded practice in Hemel Hempstead as a Senior Client Manager, where you will not only lead client relationships but also play a pivotal role in mentoring the next generation of accountants. With a competitive salary and a comprehensive benefits package including 25 days' holiday, a company pension, and clear pathways for career progression, this firm fosters a supportive work culture that values professional growth and collaboration. Embrace the opportunity to shape your career in a dynamic environment that prioritises both client success and employee development.
