About Our Client
Our client is a well-established accountancy and business advisory firm with a strong presence across the South West. Known for combining technical excellence with a genuinely people-first culture, they work with a wide range of owner-managed businesses and entrepreneurial clients.
They offer flexibility, long-term career progression and the opportunity to work closely with Partners and Directors in a collaborative, supportive environment.
The Role
This is a great opportunity for an experienced accounts professional to step into aclient-facing portfolio role, working closely with a Client Portfolio Manager and Partner/Director to deliver a high-quality, end-to-end service.
Youll take responsibility for a designated client portfolio, building trusted relationships, overseeing work delivery and supporting junior team members with clear progression into a Client Portfolio Manager or Manager role over time.
Key Responsibilities
Client & Portfolio Management
* Managing day-to-day relationships with a portfolio of owner-managed business clients
* Acting as a key point of contact, responding to queries and resolving issues using internal specialist support where needed
* Producing high-quality year-end and management accounts with clear working papers and cross-referencing
* Preparing basic corporation tax computations and supporting schedules
* Analysing and interpreting client data to ensure accounts are accurate, meaningful and relevant
Team Support & Quality Control
* Supporting and guiding junior team members working on your client portfolio
* Ensuring work is delivered to the required standard, on time and within agreed budgets
* Providing constructive feedback and escalating issues appropriately to Partners/Directors
* Acting as a role model and contributing to an inclusive, collaborative team culture
Planning & Commercial Awareness
* Working with Partners to plan workloads, prioritise deadlines and support billing
* Understanding job economics, recoveries and chargeable time targets
* Taking responsibility for risk processes including KYC and engagement letters
Business Development & Profile Building
* Contributing to business development activity and strengthening client relationships
* Building internal and external networks
* Developing your personal profile within the firm
About You
Youll be confident managing client work and comfortable operating in a professional, advisory-led environment.
You are likely to have:
* AAT qualification or be qualified by experience (ACA/ACCA desirable)
* Experience preparing statutory accounts and corporation tax computations
* Exposure to owner-managed businesses
* Experience using Sage, Xero and/or QBO (Iris experience beneficial)
* Strong communication and organisational skills
* The confidence to make technical decisions and know when to escalate
* A proactive, organised and client-focused approach
Whats on Offer
* Highly competitive salary
* Choice of hours from 22 hrs/wk up to full time
* Hybrid and flexible working
* Exposure to a broad and varied client base
* Close working relationship with Partners and Directors
* Clear progression pathways with associated support
* A supportive, inclusive culture with a strong sense of purpose
Why Apply?
If youre ready to take ownership of client relationships, deepen your technical expertise and build a long-term career in a flexible, forward-thinking firm, this is a fantastic next step.
JBRP1_UKTJ