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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and provide expert advice in a collaborative team.
- Company: Dynamic accountancy practice with a focus on client relationships and teamwork.
- Benefits: Competitive salary, hybrid working, career progression, and wellness programmes.
- Why this job: Make a real impact by supporting clients through their business journey.
- Qualifications: ACA or ACCA qualified, with experience in UK accountancy practice.
- Other info: Enjoy a vibrant work culture with social events and community involvement.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Client Portfolio Manager to manage a portfolio of clients within our general practice team, with openings in our Bury St Edmunds and Ipswich offices. As a full-service practice, we 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
- 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
- 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
- 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 & 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 We 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
- 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.
- Hybrid working with fully hosted systems
- Progression opportunities
- 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
Apply Now
Client Portfolio Manager in Ipswich employer: Knights Lowe Chartered Accountants
Contact Detail:
Knights Lowe Chartered Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Ipswich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their services and think about how your skills can add value. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience managing client portfolios and how you've built strong relationships in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and engaged with our brand. So, go ahead and hit that apply button!
We think you need these skills to ace Client Portfolio Manager in Ipswich
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 our team. Mention specific examples of how you've built strong client relationships and managed accounts effectively.
Showcase Your Team Spirit: We love collaboration at StudySmarter! In your application, mention any experiences where you’ve worked closely with others, especially in guiding junior staff or contributing to team success.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Knights Lowe Chartered Accountants
✨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. This will help you demonstrate your expertise and show that you’re ready to take on the responsibility.
✨Showcase Your Client Relationship Skills
Be prepared to discuss how you’ve built strong, long-term relationships with clients in the past. Think of specific examples where you’ve identified opportunities to provide additional support or advice. This will highlight your ability to connect with clients and add value to their business.
✨Demonstrate Team Collaboration
Since this role involves working closely with Directors and junior team members, be ready to talk about your experience in a team environment. Share examples of how you’ve supported and guided others, especially during file reviews. This shows you’re a team player who values collaboration.
✨Prepare for Technical Questions
Expect questions related to accounts, tax matters, and compliance. Brush up on PAYE, VAT, IHT, and CGT issues, as well as any recent changes in regulations. Being well-prepared will not only boost your confidence but also demonstrate your technical expertise to the interviewers.
