Client Portfolio Manager - General Practice
Location: Bury St Edmunds
Full-time, Permanent
Salary: £45-65k
We are seeking an experienced Client Portfolio Manager to manage a portfolio of clients within our general practice team, with openings in our Bury St Edmunds and Ipswich offices.
As a full-service practice, we 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:
Reviewing accounts files prepared by trainees, assistants and seniors
Reporting to Directors ahead of annual accounts meetings
Ensuring assignments are completed accurately, efficiently and to deadline
Managing multiple jobs at different stages simultaneously
Tax and Advisory:
Advising clients on PAYE and VAT matters arising across the portfolio
Overseeing day-to-day tax matters and involving specialists where needed
Reviewing personal tax returns and related compliance work
Identifying IHT and CGT issues and planning opportunities
Generating new areas of advice and added value support
Team Contribution:
Working as part of a general practice team
Supporting and guiding junior staff through file reviews and feedback
Maintaining strong communication within the team to ensure smooth workflow
Key Skills and Qualifications:
ACA or ACCA qualified, or qualified by experience
Experienced in UK accountancy practice, managing your own client portfolio
Comfortable reviewing work and supporting junior team members
Confident discussing accounts and tax matters directly with clients
Organised and able to manage multiple deadlines
Commercially aware, with the ability to spot issues and opportunities
What We Offer:
A varied portfolio with long-standing client relationships
A team-focused working environment
Exposure to a broad range of general practice work
Opportunities to develop advisory skills alongside compliance
A role with real responsibility and client contact
Benefits
The salary package will be competitive, depending upon the level of qualification and experience. You will have an opportunity to progress and develop where applicable.
Flexible working hours
Hybrid working with fully hosted systems
Progression opportunities
Private healthcare
Employee Assistant Programme
Cycle to work scheme
Electric car salary sacrifice scheme
Holiday purchase
Varied and successful clients, client contact and interaction
Modern offices and working practices
Social events
Medical cash plan
Enhanced pension scheme
Group life assurance
Charity events and paid volunteering day