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For Companies At a Glance
- Tasks: Manage client portfolios, ensuring top-notch service and building strong relationships.
- Company: Dynamic general practice firm with a collaborative team culture.
- Benefits: Competitive salary, flexible hours, hybrid work, and private healthcare.
- Why this job: Gain real responsibility and develop advisory skills while working with diverse clients.
- Qualifications: ACA or ACCA qualified, with experience in UK accountancy practice.
- Other info: Opportunities for progression and a vibrant team environment.
The predicted salary is between 45000 - 65000 £ per year.
Location: Bury St Edmunds
Full-time, Permanent
Salary: £45-65k
Our client is seeking an experienced Client Portfolio Manager to manage a portfolio of clients within their general practice team, with openings in their Bury St Edmunds and Ipswich offices. As a full-service practice, they support clients throughout their business journey - from compliance and reporting to tax planning and business advice. This role combines technical expertise, client relationship management and file review responsibilities within a collaborative team environment.
The Role
You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.
Key Responsibilities
- Client Portfolio Management: Managing a portfolio of sole traders, partnerships and non-audit limited companies; Acting as a main point of contact for clients, with regular telephone and face-to-face interaction; Building strong, long-term client relationships; Identifying opportunities to provide additional support and advice.
- Accounts and Compliance: Reviewing accounts files prepared by trainees, assistants and seniors; Reporting to Directors ahead of annual accounts meetings; Ensuring assignments are completed accurately, efficiently and to deadline; Managing multiple jobs at different stages simultaneously.
- Tax and Advisory: Advising clients on PAYE and VAT matters arising across the portfolio; Overseeing day-to-day tax matters and involving specialists where needed; Reviewing personal tax returns and related compliance work; Identifying IHT and CGT issues and planning opportunities; Generating new areas of advice and added value support.
- Team Contribution: Working as part of a general practice team; Supporting and guiding junior staff through file reviews and feedback; Maintaining strong communication within the team to ensure smooth workflow.
Key Skills and Qualifications:
- ACA or ACCA qualified, or qualified by experience.
- Experienced in UK accountancy practice, managing your own client portfolio.
- Comfortable reviewing work and supporting junior team members.
- Confident discussing accounts and tax matters directly with clients.
- Organised and able to manage multiple deadlines.
- Commercially aware, with the ability to spot issues and opportunities.
What They Offer:
- A varied portfolio with long-standing client relationships.
- A team-focused working environment.
- Exposure to a broad range of general practice work.
- Opportunities to develop advisory skills alongside compliance.
- A role with real responsibility and client contact.
Benefits
- The salary package will be competitive, depending upon the level of qualification and experience.
- You will have an opportunity to progress and develop where applicable.
- Flexible working hours.
- Hybrid working with fully hosted systems.
- Progression opportunities.
- Private healthcare.
- Employee Assistant Programme.
- Cycle to work scheme.
- Electric car salary sacrifice scheme.
- Holiday purchase.
- Varied and successful clients, client contact and interaction.
- Modern offices and working practices.
- Social events.
- Medical cash plan.
- Enhanced pension scheme.
- Group life assurance.
- Charity events and paid volunteering day.
Client Portfolio Manager - General Practice in Bury St Edmunds employer: GET STAFFED ONLINE RECRUITMENT LIMITED
Contact Detail:
GET STAFFED ONLINE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager - General Practice in Bury St Edmunds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Portfolio Manager role.
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. Focus on common questions related to client management and tax advisory. This will help you feel more confident when it’s time to shine.
✨Tip Number 3
Show off your skills! When you get the chance to meet potential employers, don’t just talk about your experience—bring examples of your work. Whether it’s a successful client relationship or a tricky tax issue you solved, real-life stories make you stand out.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll show your enthusiasm and commitment to joining our team. Plus, it’s super easy to keep track of your application status!
We think you need these skills to ace Client Portfolio Manager - General Practice in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your experience in managing client portfolios and any relevant qualifications like ACA or ACCA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role, focusing on your client relationship management skills and your ability to work collaboratively within a team.
Showcase Your Technical Expertise: Don’t forget to mention your technical skills related to accounts, tax, and advisory matters. We want to see how you can contribute to our clients' success and support our team!
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 this exciting opportunity!
How to prepare for a job interview at GET STAFFED ONLINE RECRUITMENT LIMITED
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of clients you’ll be managing. Brush up on your knowledge of sole traders, partnerships, and non-audit limited companies. Being able to discuss specific client scenarios will show that you’re ready to take on the role.
✨Showcase Your Relationship-Building Skills
This role is all about client relationships, so be prepared to share examples of how you've built strong connections in the past. Think of times when you’ve gone above and beyond for a client or identified new opportunities for them. This will demonstrate your ability to foster long-term relationships.
✨Demonstrate Your Technical Expertise
Since the position involves tax planning and compliance, be ready to discuss your experience with PAYE, VAT, and personal tax returns. Prepare to answer technical questions and maybe even provide insights on common issues like IHT and CGT. This will highlight your qualifications and readiness for the role.
✨Emphasise Team Collaboration
The job requires working closely with Directors and junior team members, so be sure to mention your teamwork skills. Share examples of how you’ve supported colleagues in the past, whether through file reviews or mentoring. This will show that you’re a team player who values collaboration.
