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Accounting portfolio manager

Reading (Berkshire)
Permanent
Huntress - Bracknell
Portfolio manager
Posted: 20 November
Offer description

Accounts Portfolio Manager (Qualified Accountant) A growing, forward-thinking professional services group is seeking an experienced Client Manager to join their Reading office. This is an exciting opportunity to take ownership of a diverse client portfolio within a dynamic, collaborative environment that supports SMEs across a wide range of sectors. As a Client Manager, you will act as a trusted adviser to a varied portfolio of SME clients. You'll oversee the delivery of accounts, tax, and advisory assignments. This position is ideal for a commercially minded qualified accountant who enjoys building strong client relationships, providing strategic insight, and mentoring junior colleagues. Key Responsibilities Portfolio & Client Management Manage a portfolio of clients, delivering high-quality accounts, tax, and advisory services. Serve as the primary point of contact, maintaining proactive and trusted relationships. Identify opportunities to add value through advisory projects and internal service lines. Monitor billing, WIP, and profitability across your portfolio. Technical & Compliance Review year-end and management accounts, as well as corporate tax returns. Ensure compliance with FRS 102, FRS 105, and all relevant regulatory standards. Provide clear technical guidance to clients and colleagues on complex matters. Lead onboarding, risk assessments, and quality assurance reviews. Team Leadership & De...

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