A well-established and growing accountancy firm is looking to appoint a Client Portfolio Manager to join their team, with the opportunity to be based in Exeter. This is a varied and client-focused role involving the management of a portfolio of owner-managed businesses, including sole traders, partnerships, and limited companies.
Key Responsibilities:
Reviewing and planning accounts work for a mixed client portfolio
Supporting and mentoring junior staff, including budget planning and file reviews
Liaising directly with clients to resolve queries and finalise accounts
Preparing management accounts and offering insightful commentary
Handling tax planning (personal and corporate), dividends, and VAT reviews
Advising clients on tax liabilities and providing ad hoc financial guidance
Attending client meetings (both in person and online)
Overseeing deadlines, workflow, and billing across the portfolio
What Our Client is Looking For:
ACA/ACCA qualified with experience in a similar role within practice
Strong communication and organisational skills
Confidently managing client relationships and leading a team
Familiarity with cloud-based systems like Xero, QuickBooks, and Sage is desirable
Experience with Digita or CCH is a bonus, not essential
What’s on Offer:
Competitive salary and bonus scheme
22+ days holiday (plus bank holidays), increasing with service
Up to 5% employer pension contribution
Flexibility around working patterns, including part-home working
Career development, paid training, and support for further progression
If this role is something which suits what you are looking for in your next career move, then please do apply or get in touch