Client Manager

Reed; West of England; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexi-hours 10am-3pm core

25 days holiday + Christmas closure

Option to condense hours 5 days in 4

Bonus

Job summary

Reed in Bristol is seeking a Senior Client Portfolio Manager to lead a portfolio of SME accounts and owner‑managed businesses, delivering high‑quality accounts and tax compliance work. You will be hands-on in managing client relationships and contributing to service development.

The role is hybrid (3 days in the office) with flexible hours, no direct reports, and opportunities to optimize workflows across accounts and tax teams. A supportive, friendly culture is offered.

Qualifications

• Qualified (ACA/ACCA or QBE) with UK practice experience.
• Experience handling SME accounts and personal/corporation tax.
• Strong knowledge of SME accounts preparation, review and sign-off.

Responsibilities

• Manage a mixed portfolio of SME and personal tax clients including deadlines, accounts and tax compliance.
• Prepare and review annual accounts for SMEs and owner-managed businesses; sign off work.
• Provide proactive tax planning and advice to individuals and business owners.
• Collaborate across groups to deliver a joined-up service to clients.

Skills

ACA/ACCA

UK SME experience

Tax compliance

Education

ACA/ACCA or QBE

Job description

Client Portfolio Manager - hybrid 3 days in the office (Bristol - west)

Full time or Part-time

A growing and ambitious accountancy practice with a strong reputation for providing high-quality advice and support to businesses and individuals across the South of England is currently recruiting. As part of a wider group of 12 practices and approximately 150 employees, the firm combines the opportunities and resources of a larger organisation with the friendly and supportive culture of a local practice.

Due to continued growth, an exciting opportunity has arisen for a Client Portfolio Manager to join the Bristol office. This role is hybrid, and part-time hours will be considered for the right person. There is plenty of flexibility on offer and a fantastic benefits package including and flexi-times 10am-3pm core hours, 25 days holiday + additional Christmas closure and bank holidays, opportunity to work condensed hours 5 days in 4 or 9 a fortnight, competitive salary, relaxed and friendly office, bonus and a competitive salary.

As a Senior Client Portfolio Manager, you will lead your own portfolio of SME accounts and tax clients and act as a cultural ambassador across the company. You'll be hands-on in managing client relationships, overseeing the delivery of high-quality accounts and tax compliance work, providing proactive advice to individuals and owner-managed businesses, supporting and developing others, and contributing to the development of our wider accounts and tax services. This role has no direct reports.

Responsibilities

• Manage a mixed portfolio of SME and personal tax clients, covering accounts, personal and corporation tax, and taking ownership of client relationships, deadlines, service delivery and commercial performance.
• Preparation and review of annual accounts for SMEs and owner-managed businesses, ensuring work is accurate and delivered on time.
• Review and sign off accounts and tax work prepared by other members of the team, providing technical support and guidance where required.
• Review and deliver personal tax compliance work, including annual self-assessment tax returns, and provide proactive tax planning and advice to individuals, business owners and families.
• Oversee corporation tax compliance for SME clients, working with specialist colleagues where more complex advice is required.
• Develop a strong understanding of clients' businesses and personal circumstances, identifying opportunities to provide proactive commercial, accounts and tax advice.
• Meet prospective clients, understand their requirements and support the conversion of suitable opportunities into new business.
• Collaborate across the group to optimise workflows and resources, particularly across accounts and tax teams, and ensure clients receive a joined‑up service.

Required skills

• Professionally qualified (ACA, ACCA, equivalent, or QBE).
• Strong experience working within a UK accountancy practice, with experience managing SME clients.
• Strong technical knowledge and practical experience of SME accounts, including the preparation, review and sign-off of annual accounts.
• Good personal tax knowledge and practical experience, including self-assessment compliance and experience providing tax planning and advice to clients.
• Good working knowledge of corporation tax compliance for SME clients.
• Experience managing a portfolio of clients and taking ownership of the quality and timeliness of client work.