Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, ensuring top-notch service and building strong relationships.
- Company: Dynamic accountancy practice with a focus on collaboration and client success.
- Benefits: Competitive salary, flexible hours, hybrid work, and professional development opportunities.
- Why this job: Take on real responsibility and make a difference in clients' business journeys.
- Qualifications: ACA or ACCA qualified, with experience in UK accountancy and client management.
- Other info: Join a supportive team with excellent career growth and modern working practices.
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 employer: Get Staffed Online Recruitment
Contact Detail:
Get Staffed Online Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager - General Practice
✨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 your pitch! You never know when you'll get a chance to introduce yourself. Have a quick summary of your experience and what you can bring to the table ready to go. Make it engaging and memorable!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get on it!
We think you need these skills to ace Client Portfolio Manager - General Practice
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 team. Mention specific examples of how you've built strong client relationships and managed accounts effectively.
Showcase Your Team Spirit: Since this role involves working closely with a team, don’t forget to mention your collaborative experiences. Talk about how you’ve supported junior staff or contributed to team success in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Get Staffed Online Recruitment
✨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 Management Skills
Prepare examples of how you've built strong client relationships in the past. Think about times when you’ve identified opportunities for additional support or advice. This will demonstrate your ability to connect with clients and add value to their business.
✨Be Ready to Discuss Technical Expertise
Since this role involves tax and advisory matters, be prepared to talk about your experience with PAYE, VAT, and personal tax returns. Brush up on any recent changes in legislation that could affect your clients, as this shows you’re proactive and knowledgeable.
✨Demonstrate Team Collaboration
This position requires working closely with Directors and junior team members. Share examples of how you’ve supported and guided others in previous roles. Highlighting your teamwork skills will show that you can contribute positively to the collaborative environment they’re looking for.
