At a Glance
- Tasks: Manage a diverse client portfolio and deliver high-quality accountancy services.
- Company: A well-established and growing accountancy firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and clear progression opportunities.
- Other info: Enjoy autonomy in your role and support junior team members in a collaborative environment.
- Why this job: Step into a leadership role and make a real impact on client relationships.
- Qualifications: Experience as a Senior Accountant or Client Manager with strong technical knowledge.
The predicted salary is between 50000 - 65000 € per year.
A well-established and growing organisation is seeking an experienced Accounts and Client Portfolio Manager to join their team. Offering a competitive salary of £50,000-£65,000 (DOE), this opportunity is ideally suited to Senior Accountants or Client Managers ready to step into a more autonomous, portfolio-led leadership role within Accountancy.
Role Overview
As an Accounts and Client Portfolio Manager, you will take ownership of a diverse client portfolio, delivering high-quality service across accounts, tax, and VAT within a modern Accountancy environment. The Accounts and Client Portfolio Manager will play a key role in overseeing delivery, supporting junior staff development, and ensuring consistent technical standards across a varied portfolio.
Key Responsibilities
- Manage a varied portfolio of clients, acting as the main point of contact
- Lead preparation and review of year-end accounts for sole traders, partnerships, and limited companies
- Oversee personal and corporate tax return compliance work
- Manage VAT submissions and support resolution of complex client queries
- Supervise, mentor, and develop junior team members
- Ensure all client work is delivered accurately and within deadlines
- Support workflow planning and continuous improvement within the practice
- Maintain and strengthen long-term client relationships across the portfolio
What We're Looking For
- Strong background in practice, ideally at Senior Accountant or Client Manager level
- Confident managing client relationships and reviewing accounts and tax work
- Strong technical knowledge of accounts preparation, tax, and VAT
- Experience mentoring or supervising junior staff
- Excellent organisational and communication skills
- Ability to manage multiple deadlines and client priorities effectively
What's on Offer
- Competitive salary of £50,000-£65,000 (DOE)
- Hybrid working with flexibility from Stevenage offices
- Clear progression opportunities within a growing Accountancy practice
- Exposure to a varied and interesting client portfolio
- Supportive and collaborative team culture
- Strong autonomy and ownership within the role
Accounts and Client Portfolio Manager employer: Insite Group
Join a well-established and growing organisation in Stevenage as an Accounts and Client Portfolio Manager, where you will enjoy a competitive salary of £50,000-£65,000 (DOE) and the flexibility of hybrid working. Our supportive and collaborative team culture fosters professional growth, offering clear progression opportunities and the chance to take full ownership of a diverse client portfolio while mentoring junior staff in a modern Accountancy environment.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts and Client Portfolio Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Accounts and Client Portfolio Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience in managing client relationships and overseeing accounts. Use real examples to demonstrate how you've successfully handled complex queries or mentored junior staff.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, even if they’re not advertising for an Accounts and Client Portfolio Manager. Express your interest and share how you can add value to their team.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll stand out and show us you’re serious about joining our growing team in Stevenage. Plus, it’s super easy!
We think you need these skills to ace Accounts and Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Accounts and Client Portfolio Manager role. Highlight your background in practice, client management, and any leadership experience you've had. We want to see how you can take ownership of a diverse client portfolio!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Talk about your passion for accountancy, your experience with tax and VAT, and how you’ve successfully managed client relationships in the past. We love a good story!
Showcase Your Leadership Skills:Since this role involves mentoring junior staff, make sure to highlight any experience you have in supervising or developing team members. We’re looking for someone who can lead by example and support others in their growth, so don’t hold back on sharing those experiences!
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 shows us you’re keen and ready to take that next step in your career with us!
How to prepare for a job interview at Insite Group
✨Know Your Numbers
Brush up on your technical knowledge of accounts preparation, tax, and VAT. Be ready to discuss specific examples from your past experience where you've successfully managed client portfolios or resolved complex queries. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Showcase Your Leadership Skills
As a potential Accounts and Client Portfolio Manager, it’s crucial to demonstrate your ability to mentor and supervise junior staff. Prepare anecdotes that highlight your leadership style and how you've supported team development in previous roles. This will help the interviewers see you as a strategic leader.
✨Client Relationship Mastery
Be prepared to discuss how you’ve built and maintained long-term client relationships. Think of specific instances where your communication skills made a difference in client satisfaction. This is key for the role, so make sure to convey your confidence in managing client interactions.
✨Organise Your Thoughts
With multiple deadlines and client priorities at play, showcasing your organisational skills is vital. Bring examples of how you’ve effectively managed competing tasks in the past. This will reassure the interviewers that you can handle the demands of the role while maintaining high-quality service.
