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Client portfolio manager

Camberley
Hays
Portfolio manager
Posted: 27 April
Offer description

Job Description

Take full ownership of a diverse SME client portfolio,

Your new companyThis well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.Your new roleAs Client Portfolio Manager, you’ll be the main point of contact for a varied portfolio of SME clients across different industries. You’ll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.Key Responsibilities:

1. Manage a portfolio of SME clients across multiple sectors
2. Prepare and finalise statutory accounts in line with FRS 102
3. Respond to client queries and provide tailored advice
4. Liaise with HMRC and other regulatory bodies
5. Support audit and year-end processes
6. Contribute to improving internal systems and client processes

What you'll need to succeed

7. ACA or ACCA qualified
8. Experience in a UK accountancy practice
9. Confident communicator with strong client relationship skills
10. Solid understanding of accounting principles and statutory reporting
11. Organised and able to manage a varied workload
12. Ambitious, proactive, and keen to grow professionally

What you'll get in return
13. 25 days annual leave plus bank holidays
14. Hybrid working and flexible hours
15. Supportive, collaborative team culture
16. Clear career development pathways
17. Regular training and professional development
18. A modern office space with a relaxed, professional atmosphere

What you need to do nowThis is a great opportunity for someone who’s ready to take the next step in their career, with the support of a respected firm and the freedom to shape their own client relationships.Interested?Apply now or get in touch for a confidential conversation. # 4722410

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