Hybrid Client Portfolio Manager – Accounts & Advisory

Knights Lowe Limited; Ipswich; Hybrid; GBP 40,000 - GBP 55,000; Full time

Job summary

A respected accountancy firm in the United Kingdom is seeking an experienced Client Portfolio Manager to manage a diverse client portfolio in Ipswich and Bury St Edmunds. This role emphasizes client relationship management, technical expertise, and file review within a supportive team. Key responsibilities include overseeing client accounts, advising on tax matters, and leading a dynamic team, offering a competitive salary and hybrid working arrangements to foster career development and work-life balance.

Benefits

Competitive salary

Hybrid working

Employee Assistance Programme

Cycle to work scheme

Electric car salary sacrifice scheme

Holiday purchase

Enhanced pension scheme

Group life assurance

Charity events and paid volunteering day

Qualifications

• ACA or ACCA qualified, or qualified by experience.
• Experienced in managing your own client portfolio.
• Comfortable reviewing work and supporting junior team members.

Responsibilities

• Managing a portfolio of sole traders and partnerships.
• Acting as a main point of contact for clients.
• Building strong, long-term client relationships.

Skills

ACA or ACCA qualified

Experience in UK accountancy practice

Comfortable reviewing work

Confident discussing accounts and tax matters

Organised and able to manage deadlines

Job description

A respected accountancy firm in the United Kingdom is seeking an experienced Client Portfolio Manager to manage a diverse client portfolio in Ipswich and Bury St Edmunds. This role emphasizes client relationship management, technical expertise, and file review within a supportive team. Key responsibilities include overseeing client accounts, advising on tax matters, and leading a dynamic team, offering a competitive salary and hybrid working arrangements to foster career development and work-life balance.