Are you an experienced accountant with a passion for rural business? Our client, a well-established and forward-thinking accountancy practice in Dorset, is looking for a Client Portfolio Manager to join their expanding team. With a strong reputation in the agricultural and rural business sector, this firm combines deep sector expertise with a commitment to exceptional client service and professional development.
As a Client Portfolio Manager, you'll take the lead on a diverse portfolio of agricultural clients-offering expert advice, building lasting relationships, and delivering tailored accounting and tax solutions. This is a client-facing, strategic role where your commercial insight and leadership will make a real impact.
You'll also play a key role in mentoring junior team members, helping them grow while contributing to the firm's continued success.
What You'll Be Doing
Managing your own portfolio of rural and agricultural clients.
Providing hands-on support with accounting, tax compliance, and planning.
Reviewing and preparing statutory accounts, tax returns, and management reports.
Acting as a trusted advisor-offering strategic insights and solutions.
Identifying opportunities to add value through proactive advisory services.
Mentoring and developing junior colleagues.
Collaborating across departments to ensure seamless client service.
What We're Looking For
ACA or ACCA qualified, with solid post-qual...