Portfolio Manager in Stratford-upon-Avon

Location: Banbury, Oxfordshire OR Stratford

Salary: £49,000 - £65,000 + benefits

Our client is one of the fastest-growing independent accounting and business advisory firms in the UK, providing tailored audit, accounting, payroll, taxation and advisory services to a broad client base. The firm has developed a particularly strong reputation across agriculture, landed estates, property and development, alongside other specialist sectors.

Key Requirements

• Proven experience in accounts and tax within practice.
• Confidence to manage client relationships and review the work of more junior colleagues.
• Exposure to rural, agriculture, landed estate or property clients would be particularly helpful.

Essential Requirements

• ACA, ACCA or CTA qualified, or equivalent relevant experience.
• Minimum of 3 years’ accounts and tax experience within a practice environment.
• Strong technical grounding in accounts preparation and review.
• Strong tax knowledge, including personal and business taxation.
• Experience reviewing and overseeing work completed by junior staff.
• Good working knowledge of MS Office.
• Strong communication and relationship-building skills.
• Able to work effectively to deadlines in a client-facing environment.
• Must live within commuting distance of Banbury or Stratford.

Desirable Requirements

• Experience at Manager level within practice.
• Experience working with rural businesses, agriculture, landed estates, property, or similar client groups.
• Exposure to business development, networking or identifying opportunities within an existing client base.

Role and Responsibilities

As Client Manager, you will manage a portfolio of clients and deliver tailored accounting, tax and advisory solutions designed around their needs. You will become a trusted point of contact on day-to-day matters, ensuring work is delivered accurately, on time and in a cost-effective way.

You will also support the management of workflow across the team, review technical output, assist with the development of junior staff, and work closely with Partners on wider advisory matters.

Key Responsibilities

• Manage a portfolio of clients across the Agriculture and Property sector.
• Provide a high level of service across a broad range of accounts, tax and advisory matters.
• Respond promptly to client queries and third-party queries, including HMRC.
• Develop a strong understanding of clients and their businesses in order to become their day-to-day point of contact.
• Review accounts files and tax returns prepared by junior staff for both corporate and unincorporated clients.
• Identify opportunities relating to tax planning, VAT, NIC and broader business planning matters.
• Prepare reports, computations and related documentation, liaising with professional advisers where needed.
• Assist Partners with specific advisory, business planning and tax assignments.
• Help manage WIP, billing and the timely progression of work to completion.
• Monitor deadlines and ensure compliance matters such as company reporting, P11Ds and tax returns are completed on time.
• Support team supervision, delegation, appraisals and staff development within the department.

The Opportunity

This is a particularly attractive role for someone who enjoys the combination of technical delivery, client contact and team support. It offers the chance to join a successful and growing firm where you can have real visibility, build long-term client relationships and further develop your career within a respected specialist team.