At a Glance
- Tasks: Manage your own client portfolio and prepare accounts with confidence.
- Company: Join a modern, people-centred accountancy practice that values wellbeing.
- Benefits: No timesheets, flexible work, and clear progression opportunities.
- Other info: Collaborative culture where your ideas are valued and implemented.
- Why this job: Shape the future of a growing firm while building trusted client relationships.
- Qualifications: Minimum 2 years in accountancy, ACCA/ICAEW qualified or part-qualified.
The predicted salary is between 35000 - 45000 £ per year.
This role will make you part of the future of the Firm. Your new company will be joining a modern, people‑centred accountancy practice that genuinely prioritises wellbeing, trust and quality work over box‑ticking. They’ve built a reputation for being open, supportive and refreshingly down‑to‑earth— and unlike many firms there are absolutely no timesheets. They trust their team to deliver without tracking every six minutes of their day. It’s an environment where relationships matter, ideas are welcomed and you’re encouraged to do your best work without unnecessary admin.
Your new role as an Accountant / Client Portfolio Manager will include:
- Managing a varied portfolio with confidence and autonomy
- Preparing and reviewing accounts for SMEs and OMBs
- Handling a broad range of corporate tax and compliance tasks
- Supporting more complex cases alongside senior team members
- Reviewing junior work and helping trainees develop
- Bringing ideas to improve processes, workflows and client experience
You’ll be encouraged to influence how the practice evolves—this is a firm where good ideas aren’t just heard, they’re implemented.
What you’ll need to succeed:
- Minimum 2 years’ experience in an accountancy practice
- ACCA/ICAEW qualified, part‑qualified, or QBE
- Strong knowledge of UK GAAP
- Confident handling corporate tax and general compliance
- Comfortable reviewing work and supporting junior staff
- A natural relationship‑builder that clients trust
- Experience with modern cloud software (Xero, QuickBooks, Dext, TaxCalc, etc.)
- A kind, collaborative approach with clear communication and integrity
What you’ll get in return:
- No timesheets – ever
- A genuinely warm, friendly and supportive culture
- Clear progression opportunities
- Flexibility and trust in how you work
- The chance to shape the future of a growing, modern practice
If you’re interested in this role, click ‘apply now’ to forward an up‑to‑date copy of your CV. You may also call us now. If this job isn’t quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.
Client Portfolio Accountant. Job in Newbury LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a forward-thinking accountancy practice in Newbury that prioritises employee wellbeing and fosters a supportive, collaborative culture. With no timesheets to worry about, you can focus on delivering quality work while enjoying clear progression opportunities and the flexibility to shape your role. This is an environment where your ideas are valued, making it an excellent place for meaningful and rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Accountant. Job in Newbury LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, or join online forums. 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 culture and values. Since this firm prioritises wellbeing and trust, think about how your own values align with theirs and be ready to share examples that showcase your fit.
✨Tip Number 3
Showcase your skills in real-time! If you get the chance, bring along a portfolio of your work or case studies that demonstrate your expertise in handling corporate tax and compliance tasks. It’s a great way to stand out!
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Client Portfolio Accountant. Job in Newbury LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in accountancy practices, especially with corporate tax and compliance tasks, to show us you’re the right fit for the role.
Showcase Your Soft Skills:Since this role emphasises relationship-building and a collaborative approach, don’t forget to mention your interpersonal skills. We want to see how you connect with clients and support junior staff, so share examples that demonstrate your kind and approachable nature.
Be Authentic:We value a down-to-earth attitude, so let your personality shine through in your application. Don’t be afraid to express your ideas on how you can contribute to improving processes and client experiences—this is a place where your voice matters!
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your CV and cover letter, and it shows us you’re keen to join our modern, people-centred practice.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of UK GAAP and corporate tax compliance. Be ready to discuss how you've handled these in your previous roles, as this will show that you're confident and capable of managing the responsibilities of the Client Portfolio Accountant position.
✨Showcase Your Relationship-Building Skills
Since this role emphasises being a reliable point of contact for clients, think of examples where you've built strong relationships in the past. Prepare to share how you’ve gained clients' trust and how you approach communication with them.
✨Bring Ideas to the Table
This firm values innovation and process improvement. Think about any ideas you have for enhancing workflows or client experiences. Being able to articulate these during your interview will demonstrate that you’re proactive and aligned with their culture.
✨Be Yourself
The company prides itself on a warm and supportive culture, so don’t be afraid to let your personality shine through. Show them your collaborative approach and integrity, as they’re looking for someone who fits well within their team-oriented environment.
