At a Glance
- Tasks: Manage diverse client portfolios and deliver high-quality accountancy services.
- Company: Established and growing accountancy firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and clear progression opportunities.
- Other info: Enjoy autonomy and work within a dynamic team environment.
- Why this job: Step into a leadership role and make a real impact on client relationships.
- Qualifications: Experience in accountancy, strong client management, and mentoring skills.
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 in Stevenage employer: Insite Public Practice Recruitment Limited
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. This role offers a supportive and collaborative team culture, clear progression opportunities, and the chance to take full ownership of a diverse client portfolio, making it an excellent employer for ambitious professionals seeking meaningful and rewarding employment.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accounts and Client Portfolio Manager in Stevenage
✨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. We want them to see how you can take ownership of their diverse client portfolio.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss accounts preparation, tax, and VAT in detail. We want you to feel confident showcasing your expertise and how it aligns with 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 are proactive about their job search. Let’s get you that dream role!
We think you need these skills to ace Accounts and Client Portfolio Manager in Stevenage
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 position. Share specific examples of how you've managed client relationships or led teams in the past. We love seeing your personality come through!
Showcase Your Technical Skills:Since this role requires strong technical knowledge of accounts preparation, tax, and VAT, make sure to mention any relevant qualifications or experiences. We want to know how you can ensure consistent technical standards across our varied portfolio.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨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 successfully managed client portfolios or resolved complex queries.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior staff, prepare to share instances where you've led a team or supported others in their development. Highlight your ability to oversee delivery and maintain high standards.
✨Client Relationship Mastery
Demonstrate your confidence in managing client relationships. Think of examples where you've strengthened long-term client connections or navigated challenging situations with clients effectively.
✨Organisational Wizardry
With multiple deadlines and client priorities at play, be prepared to discuss how you manage your time and workload. Share strategies you use for workflow planning and continuous improvement to ensure all work is delivered accurately and on time.
