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Client portfolio manager

Manchester
Hays
Portfolio manager
Posted: 2 February
Offer description

Your newpany
An excellent opportunity has arisen for a Client Portfolio Manager to join a highly regarded independent accountancy firm based in Manchester city centre. Known for its low staff turnover, supportive culture, and high‑quality client work, this firm offers a genuinely positive working environment where people are valued and developed long‑term.This role is ideal for an experienced practice professional who enjoys managing client relationships and wants to work for a firm that prioritises flexibility, training, and career progression.
Your new role
As Client Portfolio Manager, you will take ownership of a diverse portfolio of clients, acting as their main point of contact and ensuring a high standard of service delivery. Your responsibilities will include:
1. Managing a portfolio of owner‑managed businesses and SMEs
2. Reviewing statutory accounts and management accounts
3. Overseeingpliance for corporate tax and personal tax matters
4. Building trusted, long‑term relationships with clients
5. Managing workflow and deadlines across your portfolio
6. Supporting, mentoring, and reviewing the work of junior team members
7. Working closely with partners to identify advisory opportunities
What you'll need to succeed
You will ideally be:
8. ACA or ACCA qualified (or qualified by experience)
9. Currently working in an accountancy practice environment
10. Experienced in managing a client portfolio with minimal supervision
11. Confidentmunicating with clients at all levels
12. Organised, proactive, andmercially minded
What you'll get in return

13. Join a well‑established independent firm with a strong reputation and low staff turnover
14. Hybrid working with flexibility around office and home working
15. City centre location with excellent transport links
16. A supportive, close‑knit team culture
17. A structured training and development programme, including ongoing CPD
18. Clear opportunities for career progression

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