Job Description

About Us

We are a forward-thinking accountancy and advisory firm, working with a diverse portfolio of clients. With offices in High Wycombe, we pride ourselves on delivering high-quality, timely, and proactive advice to help our clients grow and succeed.

We are now looking for an experienced Client Portfolio Manager to join our growing team. This is a great opportunity for a motivated individual with strong leadership and technical review skills to take ownership of a mixed portfolio and contribute to the firm's wider success.

The Role

As Client Portfolio Manager, you will be responsible for the smooth management of a portfolio of non-audit clients, ensuring timely and accurate delivery of services. Working closely with internal staff, outsourcing partners, and contractors, you will oversee the review and delivery of year-end accounts, tax returns, and payroll services.

You will act as the first point of contact for your clients and ensure that the Partner's involvement is reserved for key or high-level matters.

Key Responsibilities

Manage a portfolio of non-audit clients, ensuring high-quality service and timely delivery Oversee preparation and review of accounts, corporation tax returns, and personal tax returns Coordinate workflows between internal teams, contractors, and outsourced partners Review working papers and outputs ahead of Partner sign-off Oversee delivery of London-based payrolls Manage day-to-day client communications Apply firm policies and systems consistently across all work Minimise Partner involvement in operational tasks Contribute to billing and client satisfaction targets Support and develop junior staff and outsourced team members Liaise with HMRC and clients on technical or compliance queries in line with firm policy

What We're Looking For

Qualified accountant (ACA/ACCA or equivalent) Proven experience managing a client portfolio in a practice environment as reviewer. Strong technical knowledge of UK GAAP, tax compliance, and practice procedures Confident in reviewing the work of others and providing constructive feedback Able to manage multiple stakeholders and competing deadlines Professional and proactive communicator, both with clients and internally Experience working with outsourced teams or offshore partners is a plus We are NOT looking for a Producer, experience of supervising and review is a key requirement.

Package & Benefits

Salary depends upon experience 20 days holiday Enrolment in pension scheme post-probation Core Hours 9:00am to 5.30 pm Opportunity to be part of a supportive and ambitious team with real responsibility from day one

Performance & Career Development

We operate annual appraisal process, which ensures fairness, transparency, and professional development. Performance will be assessed across areas such as:

Leadership and ownership Contribution to business goals Client satisfaction and retention Business development efforts Quality, timeliness, and collaboration KPIs such as chargeability and recoverability
There is scope for salary progression and discretionary bonuses based on contribution and firm performance.

Job Types: Full-time, Permanent

Job Type: Full-time

Pay: 35,000.00-50,000.00 per year

Benefits:

Company pension Sick pay UK visa sponsorship
Work Location: In person