Client Manager, Client Portfolio Manager, Accounts and Tax Manager

Page Personnel; Brixham; On-site; GBP 45,000 - 55,000; Full time

Job summary

An expanding accountancy firm in Brixham is searching for a Client Portfolio Manager who will lead the delivery of accounting and tax services, manage client relationships, and support the team. The ideal candidate will possess qualifications such as AAT, ACA, or ACCA, along with a solid background in accounting practice. This role offers a competitive salary of £45,000-£55,000, along with benefits and opportunities for career progression within the firm.

Benefits

Competitive salary

Career progression opportunities

Qualifications

• Experience in accountancy practice at managerial levels.
• A strong background in all-round accounts/tax.
• Experience in small, medium or larger independent or Top Tier firms.

Responsibilities

• Manage compliance and delivery for a range of business clients.
• Support team with mentoring and training.
• Deliver added value, advisory, and planning work.

Skills

Client relationship management

Tax compliance

Accounts management

Education

AAT, ACA, ACCA, or CTA qualifications

Job description

• Client Portfolio Manager to join a growing accountancy firm in Brixham
• Key support to Directors delivering accounts / tax and developing clients.

About Our Client

Based in Brixham this accountancy firm is undergoing positive growth and the firms directors are looking for a key right hand support who can lead on the management and delivery of accounting / tax and wider services, along with adding value to clients on advisory and planning projects developing client relationships. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.

Job Description

Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder accounts, tax general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs with a hands‑on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review / mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.

The Successful Applicant

For this Client Portfolio Manager role you will hold any of the AAT, ACA / ACCA / CTA qualifications etc with a career background developed with accountancy practice having developed to the managerial levels. You will have an all‑around accounts / tax career background gained within any of small, medium / larger independent or Top 50, Top Tier accountancy firm environments as an all‑round accounts / tax etc 'general accountancy practice ' professional and you will be seeking a move with a career progression path on offer.

What's on Offer

Circa £45,000- £55,000 dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.