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Accounts and client portfolio manager

Stevenage
Insite Group
Portfolio manager
€57,500 a year
Posted: 17 May
Offer description

Accounts and Client Portfolio Manager - Practice Opportunity

Stevenage - Hybrid

A well-established and growing organisation is seeking an experienced Accounts and Client Portfolio Manager to join their team. Offering a competitive salary of £50,000-£65,000 (DOE), this opportunity is ideally suited to Senior Accountants or Client Managers ready to step into a more autonomous, portfolio‑led leadership role within Accountancy. With a salary of £50,000-£65,000 (DOE), this is a strong progression move for ambitious practice professionals looking to take full ownership of their work and client relationships.


Role Overview

As an Accounts and Client Portfolio Manager, you will take ownership of a diverse client portfolio, delivering high-quality service across accounts, tax, and VAT within a modern Accountancy environment. This Accounts and Client Portfolio Manager position offers a salary of £50,000-£65,000 (DOE) based in Stevenage is designed for individuals operating at Senior Accountant or Client Manager level who are ready to step up into a more strategic, client‑facing leadership role.

The Accounts and Client Portfolio Manager will play a key role in overseeing delivery, supporting junior staff development, and ensuring consistent technical standards across a varied portfolio.


Key Responsibilities

* Manage a varied portfolio of clients, acting as the main point of contact
* Lead preparation and review of year‑end accounts for sole traders, partnerships, and limited companies
* Oversee personal and corporate tax return compliance work
* Manage VAT submissions and support resolution of complex client queries
* Supervise, mentor, and develop junior team members
* Ensure all client work is delivered accurately and within deadlines
* Support workflow planning and continuous improvement within the practice
* Maintain and strengthen long‑term client relationships across the portfolio


What We're Looking For

* Strong background in practice, ideally at Senior Accountant or Client Manager level
* Confident managing client relationships and reviewing accounts and tax work
* Strong technical knowledge of accounts preparation, tax, and VAT
* Experience mentoring or supervising junior staff
* Excellent organisational and communication skills
* Ability to manage multiple deadlines and client priorities effectively


What's on Offer

* Competitive salary of £50,000-£65,000 (DOE)
* Hybrid working with flexibility from Stevenage offices
* Clear progression opportunities within a growing Accountancy practice
* Exposure to a varied and interesting client portfolio
* Supportive and collaborative team culture
* Strong autonomy and ownership within the role
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