Our client is a well-established firm of Chartered Accountants based in Exeter, seeking a Corporate Portfolio Manager to join their Audit & Accounts team. This is a senior role managing a portfolio of incorporated SME clients, delivering high-quality compliance work alongside advisory support. The role offers hybrid working and strong progression within a growing practice.
The Role
You will take ownership of a portfolio of SME clients, acting as their main point of contact and ensuring all accounting, tax, and reporting needs are delivered accurately and on time. You will also support junior staff and contribute to the overall quality and efficiency of the team.
Key responsibilities include:
• Managing a portfolio of incorporated clients and maintaining strong client relationships
• Preparing and reviewing statutory accounts, corporation tax returns, and management reports
• Ensuring compliance with UK GAAP/IFRS and relevant tax regulations
• Providing proactive advisory support including tax planning and business insight
• Supervising, mentoring, and reviewing the work of junior team members
• Supporting continuous improvement and maintaining high technical standards
About You
• ACA or ACCA qualified (or equivalent)
• Experience in an accountancy practice managing SME or corporate clients
• Strong technical knowledge of UK accounting standards and tax compliance
• Confident reviewing accounts and supporting junior staff
• Proficient with Xero, QuickBooks, or Sage
• Strong communication skills and commercial awareness
• Audit experience is beneficial but not essential
What’s on Offer
• Competitive salary (DOE) + benefits
• 23 days holiday + bank holidays + birthday leave
• Pension scheme and death in service cover
• Private health cash plan
• Hybrid working
• Ongoing training and clear progression opportunities
• Supportive and collaborative team culture
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful