Hays are working with a fast-growing and forward-thinking accountancy and advisory group with a strong national presence, who are looking to appoint a Client Portfolio Manager. Formed through theing together of a number of well-established practices, the firm delivers trusted, locally focused advice to SMEs while benefiting from the scale, collaboration, and innovation of a wider network. With a people-first culture and a genuine focus on long-term career development, the business offers a supportive environment where individuals can build their specialism, take ownership of client relationships, and progress within a growing group.
Your new roleAs Client Manager, you will take ownership of a varied portfolio of clients, acting as their trusted advisor and ensuring the delivery of a high-quality service across accounts, tax, and advisory. This is a key role within the firm, offering the opportunity to lead client relationships, support junior staff, and contribute to the wider success and growth of the business.
Key responsibilities will include:
1. Managing and developing a portfolio of clients, ensuring service delivery exceeds expectations
2. Acting as the main point of contact, providing proactive andmercially focused advice
3. Reviewing accounts, tax andpliance work to ensure accuracy and quality
4. Planning and prioritising workloads to meet deadlines and client requirements
5. Building strong, long-term relationships with clients and internal stakeholders
6. Supporting and mentoring junior team members, reviewing work and providing guidance
7. Identifying opportunities to enhance client service and contribute to fee growth
8. Supporting senior leadership with portfolio performance and ongoing business development
What you'll need to succeed
9. ACA / ACCA qualified (or equivalent)
10. Proven experience managing a portfolio within an accountancy practice
11. Strong technical knowledge across accounts, tax andpliance
12. Previous experience reviewing work and supporting junior staff
13. Excellentmunication and client relationship skills
14. Highly organised with the ability to manage multiple deadlines
What you'll get in return
15. 25 days’ annual leave + bank holidays, with the option to buy additional days
16. Additional leave based on seniority
17. Christmas office closure (subject to business needs)
18. Life assurance (4x salary)
19. Enhanced family leave andpany sick pay
20. Employee Assistance Programme and wellbeing support
21. Flexible benefits platform including critical illness cover, cash plan, cycle to work and more