Job Description
Join a Practice That Grows With You 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-qualification experience in practice. Strong knowledge of the agricultural sector and rural business needs.
Proven ability to manage client relationships and deliver high-quality service. Excellent communication skills and a client-first mindset. Commercially savvy with a proactive, problem-solving approach.
A natural mentor who enjoys supporting and challenging others to grow. Comfortable in a fast-paced, collaborative environment. What’s in It for You Competitive salary and benefits package.
A respected and growing practice with a strong rural client base. A supportive, inclusive, and forward-thinking team culture. Flexible working arrangements to support work-life balance.
Clear opportunities for career progression and personal development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you but you are looking for a new position, please contact Lorna Pilling directly on 0333 010 5719 for a confidential discussion on your career.
Please note: All applicants must have the right to work in the UK, as we cannot provide sponsorship for this role. 4691766