Location: Bristol (Hybrid Working)Salary: up to 50k neg+ Bonus & Benefits
Client Portfolio Manager
Hours: 37.5 hybrid 3 days in the office (core hours 10-3). Opportunity to work part-time for the right person or condensed hours (5 in 4 or 9 a fortnight)
A growing and ambitious accountancy practice with a strong reputation for providing high-quality advice and support to businesses and individuals across the South of England. As part of a wider group and approximately 150 employees, the firm combines the opportunities and resources of a larger organisation with the friendly and supportive culture of a local practice.
Due to continued growth, an exciting opportunity has arisen for a Client Portfolio Manager to join the Bristol office – of 12-15 employees. This role is ideal for an ambitious ACA or ACCA Qualified (QBE) looking to further develop their skills within a varied general practice environment, while managing their own portfolio of clients (SMEs).
Purpose of the Role
As a Senior Client Portfolio Manager, you will lead your own portfolio of SME accounts and tax clients and act as a cultural ambassador across the firm. You’ll be hands-on in managing client relationships, overseeing the delivery of high-quality accounts and tax compliance work, providing proactive advice to individuals and owner-managed businesses, supporting and developing others
Responsibilities
- Manage a mixed portfolio of SME and personal tax clients, covering accounts, personal and corporation tax, and taking ownership of client relationships, deadlines, service delivery and commercial performance.
- Preparation and review of annual accounts for SMEs and owner-managed businesses, ensuring work is accurate, technically sound and delivered on time.
- Review and sign off accounts and tax work prepared by other members of the team, providing technical support and guidance where required.
- Review and deliver personal tax compliance work, including annual self-assessment tax returns, and provide proactive tax planning and advice to individuals, business owners and families.
- Oversee corporation tax compliance for SME clients, working with specialist colleagues where more complex advice is required.
- Develop a strong understanding of clients’ businesses and personal circumstances, identifying opportunities to provide proactive commercial, accounts and tax advice.
- Meet prospective clients, understand their requirements and support the conversion of suitable opportunities into new business.
Required
- Professionally qualified (ACA, ACCA, equivalent, or QBE).
- Strong experience working within a UK accountancy practice, with experience managing SME clients.
- Strong technical knowledge of SME accounts, including the preparation, review and sign-off of annual accounts.
- Good personal tax knowledge, including self-assessment compliance and experience providing tax planning and advice to clients.
Benefits
- Rewards for introducing new clients; Referral fee incentives, monthly prize draw
- Opportunities to earn rewards through cross-selling additional services.
- 25 days annual leave +bank holidays.
- Additional 3-day office closure over Christmas.
- Hybrid 3 days in the office
- Core hours of 10am – 3pm.
- Flexible working options including condensed hours and 9-day fortnights.
- Ongoing training and development
- Socials: Summer and Christmas parties, team events, charity days, volunteer days
- Health and wellbeing: mental health support, EAT, dog friendly offic
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