At a Glance
- Tasks: Manage a diverse client portfolio, ensuring high-quality service in accounts, tax, and advisory.
- Company: Join a fast-growing accountancy group with a strong national presence and a people-first culture.
- Benefits: Enjoy 25 days' annual leave, life assurance, and enhanced family leave among other perks.
- Other info: Position based in Southend-on-Sea, offering opportunities for long-term career development.
- Why this job: Lead client relationships and support junior staff in a key role for business growth.
- Qualifications: Must be ACA/ACCA qualified with proven experience managing a portfolio in an accountancy practice.
The predicted salary is between 50000 - 60000 £ per year.
Hays are working with a fast-growing and forward-thinking accountancy and advisory group with a strong national presence, who are looking to appoint a Client Portfolio Manager. Formed through the coming together of a number of well-established practices, the firm delivers trusted, locally focused advice to SMEs while benefiting from the scale, collaboration, and innovation of a wider network. With a people-first culture and a genuine focus on long-term career development, the business offers a supportive environment where individuals can build their specialism, take ownership of client relationships, and progress within a growing group.
Your new role
As Client Manager, you will take ownership of a varied portfolio of clients, acting as their trusted advisor and ensuring the delivery of a high-quality service across accounts, tax, and advisory. This is a key role within the firm, offering the opportunity to lead client relationships, support junior staff, and contribute to the wider success and growth of the business.
Key responsibilities
- Managing and developing a portfolio of clients, ensuring service delivery exceeds expectations
- Acting as the main point of contact, providing proactive and commercially focused advice
- Reviewing accounts, tax and compliance work to ensure accuracy and quality
- Planning and prioritising workloads to meet deadlines and client requirements
- Building strong, long-term relationships with clients and internal stakeholders
- Supporting and mentoring junior team members, reviewing work and providing guidance
- Identifying opportunities to enhance client service and contribute to fee growth
- Supporting senior leadership with portfolio performance and ongoing business development
What you'll need to succeed
- ACA / ACCA qualified (or equivalent)
- Proven experience managing a portfolio within an accountancy practice
- Strong technical knowledge across accounts, tax and compliance
- Previous experience reviewing work and supporting junior staff
- Excellent communication and client relationship skills
- Highly organised with the ability to manage multiple deadlines
- Commercially aware with a proactive and client-focused approach
What you'll get in return
- Competitive salary and benefits package
- 25 days' annual leave + bank holidays, with the option to buy additional days
- Additional leave based on seniority
- Christmas office closure (subject to business needs)
- Life assurance (4x salary)
- Enhanced family leave and company sick pay
- Employee Assistance Programme and wellbeing support
- Flexible benefits platform including critical illness cover, cash plan, cycle to work and more
Manager or Senior Manager employer: Job Search Place Limited
This accountancy and advisory group is committed to delivering trusted advice to SMEs while fostering a supportive environment. Located in Southend-on-Sea, they offer a competitive benefits package including life assurance and flexible benefits. The firm values collaboration and innovation, making it an exciting place to grow your career.
