Assistant Client Portfolio Manager

Monahans, Part of the Sumer Group; Bath; Hybrid; GBP 25,000 - 38,000; Part time

Benefits offered by this job

Competitive salary

Health insurance

Flexible working arrangements

Enhanced maternity/paternity pay

Cycle-to-work scheme

Job summary

A leading accountancy firm in Bath is looking for a Client Portfolio Assistant Manager to manage client relationships and oversee accounts preparation. The successful candidate will work closely with partners and support junior team members. Key requirements include AAT/ACA/ACCA qualification or equivalent experience, strong analytical and problem-solving skills, and the ability to manage multiple clients effectively. This role offers competitive pay and flexible working arrangements.

Qualifications

• Experience in managing client relationships and overseeing accounts preparation.
• Demonstrable ability to produce draft year-end accounts.
• Strong problem-solving skills required.

Responsibilities

• Maintain productive relationships with key clients.
• Produce draft year-end and management accounts.
• Work with the partner to manage work deadlines.
• Complete basic tax computations.
• Prepare schedules to ensure accurate analysis of accounts.
• Collaborate with partners to plan and prioritise work and billing.

Skills

AAT/ACA/ACCA qualified or qualified by experience

Experience preparing statutory accounts

Strong analytical skills

Ability to manage multiple clients

Education

AAT/ACA/ACCA qualified or qualified by experience

Job description

Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work‑life balance are priorities. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.

Department: Accounting

Location: Bath

Looking for flexibility? We’ve got you covered! This role can be part-time or tailored to fit your schedule. Your work, your way, in a location that suits you!

As a Client Portfolio Assistant Manager at Monahans, you’ll play a key role in managing client relationships, overseeing accounts preparation, and ensuring high‑quality service delivery. This role offers the opportunity to work closely with partners, support the development of junior team members, and contribute to the continued success of a leading accountancy firm.

Key Responsibilities

• Maintain productive relationships with key clients, making regular contact and addressing any specific queries or problems using available specialist skills and knowledge as required.
• Analyse, interpret and audit the range of data supplied by clients.
• Produce draft year‑end and management accounts from a wide variety of data with clear working papers to reflect the accounts produced and ensuring clear cross‑referencing.
• Complete basic tax computations.
• Prepare detail schedules for each set of accounts to ensure the analysis is correct and logical as required.
• Work with the partner to plan, manage and prioritise work, deadlines and requirements, providing information for billing purposes.
• Work as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded.
• Ensure each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback.
• Ensure work is conducted to the correct standard and accounts preparation is accurate and meaningful for the type of industry.

Skills, Knowledge and Expertise

• AAT/ACA/ACCA qualified or qualified by experience.
• Demonstrable experience preparing statutory accounts and corporate tax computations.
• Strong analytical and problem‑solving skills.
• Ability to manage multiple clients and deadlines effectively.

You may be the sort of person who:

• Builds and maintains strong client relationships, ensuring clear communication and problem resolution.
• Has a keen eye for detail, able to analyse and interpret financial data accurately.
• Enjoys mentoring and supporting junior team members, providing guidance and constructive feedback.
• Works collaboratively within a team, while also being able to manage your own workload efficiently.
• Takes a proactive approach to planning and meeting deadlines, ensuring all work is completed to the highest standard.

Benefits

• Competitive salary with regular benchmarking and merit‑based reviews.
• Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
• Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
• Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
• Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle‑to‑work scheme.

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.