Robert Half are working in partnership with an established accountancy firm in Swindon to recruit a Client Portfolio Manager to join their team on a full-time permanent basis. The Client Portfolio Manager role will be involved with providing professional and efficient technical processing, support, and advice across a broad client base. This role also involves leading a team, managing a portfolio of clients, and overseeing services, including bookkeeping, management accounts, statutory accounts, and corporation/personal tax. You will be working closely with both clients and the senior leadership team to ensure high-quality service delivery and continuous process improvement. This is a great opportunity for an experienced Accountant that has been working within an accounting practice that is looking for a new challenge within a reputable firm that is offering a progression path to Partner in the near future. The salary is circa £50,000 plus a number of benefits.
About the Role
This is a varied and dynamic position requiring exceptional technical expertise and leadership skills. You'll work across a range of client types, from sole traders to limited companies, ensuring compliance with deadlines and processing budgets. In addition to client-facing responsibilities, you'll mentor and supervise team members, foster development, and identify opportunities for process enhancements.
Key Responsibilities:
* Preparing and producing client accounts, including statutory and management accounts.
* Completing personal and corporation tax computations.
* Conducting client meetings, offering timely and tailored advice.
* Supervising and mentoring team members while reviewing and delegating tasks effectively.
* Enhancing operational efficiencies and maintaining high-quality internal processes.
* Managing long-term client relationships and ensuring proactive communication.
Requirements
To be considered for the Client Portfolio Manager role, you must ideally possess the following skills/experience:
Key Competencies:
* ACCA or ACA qualified (2+ years post-qualification in accountancy practice).
* Strong attention to detail and time management.
* Ability to work independently and deliver under deadlines.
* Proven experience mentoring junior staff and leading teams.
* Effective communication skills and the ability to provide sound financial advice.
* Audit experience is advantageous but not essential.
Specific Skills:
* Ability to prepare annual accounts for SME's, sole traders, and partnerships.
* Expertise in monthly/quarterly management accounts, including ledger work.
* Proficiency in adhering to compliance work deadlines.
* Commercial awareness and an understanding of revenue generation
Salary & Benefits
* Circa £50,000 annual salary
* Pension scheme
* 25 days annual leave
* Free parking
* Company events
* Free tea & coffee
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