Job Description
We’re Charlton Baker, an award-winning, people-first accountancy and advisory firm with a reputation for doing things differently. From our roots in Devizes to supporting clients across the UK, we believe in real relationships, radical honesty, and giving people the freedom to thrive.
Purpose of the Role
As a Senior Client Portfolio Manager, you will lead your own portfolio of clients and act as a cultural ambassador across Charlton Baker. You’ll be hands-on in managing client relationships, delivering high-quality work, mentoring others, and supporting the development of our wider practice.
Key Responsibilities
* Manage a client portfolio: annual accounts, tax returns, onboarding, ongoing support.
* Ensure a high level of client satisfaction and retention.
* Lead, mentor and inspire team members, including trainees.
* Promote Charlton Baker in the local community and through professional networks.
* Meet prospective clients and convert opportunities.
* Collaborate across the group to optimise workflows and resources.
* Ensure billing, client service, and documentation is accurate and timely.
Required skills
* Qualified accountant (ACCA/ICAEW or equivalent experience).
* Delivery of high quality, accurate, and timely work.
* Strong leadership, team engagement and people development skills.
* Commercial judgement - understanding how your portfolio contributes to the firm’s success
* Excellent relationship management, promoting trust, providing proactive advice and collaborating on clients’ business goals.
Values & Behaviours
* Lead with integrity, empathy, and resilience.
* Communicate clearly and transparently.
* Foster collaboration and continuous learning.
* Be decisive, adaptable, and always focused on positive impact.
* Live our values: radical honesty, real relationships, freedom with responsibility.
Benefits at a Glance
* Holiday & Leave: 20-25 days depending on role, plus 8 bank holidays, 3-day office closure over Christmas, option to purchase additional leave.
* Flexible/hybrid working: 3 days minimum in office, flexibility in when and where you complete your hours.
* Study & professional development support: Training and professional memberships
* Health & wellbeing: EAP, discounts and offers through Sage Benefits, mental health support.
* Social: Regular team socials, charity days, annual summer and Christmas parties. 2 volunteer days annually.
* Progression & training: Regular performance reviews, options for internal moves and promotions. CB Pathway scheme.
* Bonuses: Extras Bonus Scheme, and client and employee referral schemes open to everyone. Monthly team prize draw.
How to apply
Just send us a CV!
We don’t use AI to screen applications - every CV and cover letter is read by a real person. We’d love to hear your genuine voice, so please make sure your cover letter is personal to you and tailored to this role.
Accessibility & Inclusion
We know that everyone needs different things to do their best in a recruitment process. We want to give everyone the chance to shine, and we’re committed to making our process as inclusive and accessible as possible.
That’s why we do a few things as standard, including:
* Sharing interview questions in advance so you can prepare your thoughts.
* Being clear about what to expect and what we’re looking for at each stage of the process.
* Offering a choice between video and in-person interviews.
If there’s anything else that would help you show us your best self, just let us know. We’ll always do our best to accommodate what works for you.