Client Portfolio Manager - General Practice
Location: Bury St Edmunds
Full-time, Permanent
Salary: £45-65k
Our client is seeking an experienced Client Portfolio Manager to manage a portfolio of clients within their general practice team, with openings in their Bury St Edmunds and Ipswich offices.
As a full-service practice, they support clients throughout their business journey - from compliance and reporting to tax planning and business advice. This role combines technical expertise, client relationship management and file review responsibilities within a collaborative team environment.
The Role
You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.
Key Responsibilities
Client Portfolio Management:
* Managing a portfolio of sole traders, partnerships and non-audit limited companies
* Acting as a main point of contact for clients, with regular telephone and face-to-face interaction
* Building strong, long-term client relationships
* Identifying opportunities to provide additional support and advice
Accounts and Compliance:
1. Reviewing accounts files prepared by trainees, assistants and seniors
2. Rep...