At a Glance
- Tasks: Manage a diverse portfolio of clients and provide high-quality financial advice.
- Company: Join Lamont Pridmore, a family-run, award-winning accountancy firm.
- Benefits: Competitive salary, performance bonuses, free parking, and cycle to work scheme.
- Other info: Enjoy a supportive environment with opportunities for career growth.
- Why this job: Make a real impact by helping businesses thrive with your accounting expertise.
- Qualifications: Experience in client-facing roles and strong technical accounting knowledge required.
The predicted salary is between 42500 - 49500 £ per year.
Lamont Pridmore is looking for an experienced practice accountant to join our Carlisle team! This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You'll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value.
In addition to a salary of £42,500–£49,500, you'll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.
About Lamont Pridmore: Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area. For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region. We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.
The opportunity: As a Client Portfolio Manager, you'll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You'll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future. This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.
What you’ll be doing: As Client Portfolio Manager, you will:
- Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
- Plan, prepare and review financial accounts within agreed deadlines and budgets.
- Produce accurate monthly, quarterly and half-yearly management reports.
- Present financial information in a clear, practical way that supports business decisions for clients.
- Identify opportunities to improve tax efficiency and wider business performance.
- Develop strong, lasting relationships through proactive communication and excellent client service.
- Work alongside Managing Directors to enhance internal processes and maintain high standards.
- Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.
Essential requirements: We're looking for candidates with:
- Previous experience in a client-facing position within an accountancy practice.
- Experience managing a diverse portfolio of clients.
- Strong technical accounting knowledge gained in practice.
- A commercial mindset with the ability to understand the challenges facing SMEs.
- Experience using accounts preparation software.
- Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
- Excellent communication and relationship-building skills with a professional client-centric attitude.
- Strong organisational skills with the ability to prioritise competing deadlines.
- A proactive approach to problem solving and continuous improvement.
- A full UK driving licence.
Desirable requirements: ACA or ACCA qualification, or equivalent experience within an accountancy practice.
Pay and benefits: Alongside a competitive salary, you'll receive:
- £42,500–£49,500 per year.
- Annual performance bonus of up to 17%.
- Paid overtime.
- Time off in lieu.
- Free parking.
- Free financial advice.
- Birthday bacon butties.
- Cycle to work scheme.
- Company pension with auto-enrolment.
Working pattern and location: This is a permanent, full-time office-based position in Carlisle. Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow. Some travel to client premises and other Lamont Pridmore offices will be required as part of the role.
Application process: If you're looking to develop your career with a respected independent accountancy practice that values long-term client relationships and high-quality advice, we'd love to hear from you. Please submit your CV for consideration.
Recruitment process: Stage 1: 20-minute screening interview with Nexstema, acting on behalf of Lamont Pridmore. Stage 2: Interview with the Hiring Manager.
Client Portfolio Manager - Practice Accountant - Carlisle employer: Lamont Pridmore
At Lamont Pridmore, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Our Carlisle team enjoys competitive salaries, performance-related bonuses, and a range of benefits including paid overtime and pension auto-enrolment, making it a rewarding place to advance your career in payroll services.
