Client Portfolio Manager

Hays; England; On-site; GBP 40,000 - 55,000; Full time

Job summary

A well-established accountancy practice in Dorset is seeking a Client Portfolio Manager to lead a diverse portfolio of agricultural clients. This strategic role involves delivering tailored accounting and tax solutions while mentoring junior team members. Offering a competitive salary and a supportive work environment, this position is ideal for ACA or ACCA qualified accountants passionate about rural business.

Benefits

Competitive salary and benefits package

Flexible working arrangements

Opportunities for career progression

Supportive team culture

Qualifications

• Solid post-qualification experience in practice.
• Strong knowledge of agricultural sector needs.
• Proven ability to deliver high-quality client service.

Responsibilities

• Managing a portfolio of rural and agricultural clients.
• Providing support with accounting and tax compliance.
• Mentoring junior colleagues.

Skills

Client relationship management

Communication

Problem-solving

Mentoring

Education

ACA or ACCA qualified

Job description

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Are you an experienced accountant with a passion for rural business?

Our client, a well-established and forward-thinking accountancy practice in Dorset, is looking for a Client Portfolio Manager to join their expanding team. With a strong reputation in the agricultural and rural business sector, this firm combines deep sector expertise with a commitment to exceptional client service and professional development.

As a Client Portfolio Manager, you'll take the lead on a diverse portfolio of agricultural clients-offering expert advice, building lasting relationships, and delivering tailored accounting and tax solutions. This is a client-facing, strategic role where your commercial insight and leadership will make a real impact.

You'll also play a key role in mentoring junior team members, helping them grow while contributing to the firm's continued success.

What You'll Be Doing

• Managing your own portfolio of rural and agricultural clients.
• Providing hands-on support with accounting, tax compliance, and planning.
• Reviewing and preparing statutory accounts, tax returns, and management reports.
• Acting as a trusted advisor-offering strategic insights and solutions.
• Identifying opportunities to add value through proactive advisory services.
• Mentoring and developing junior colleagues.
• Collaborating across departments to ensure seamless client service.

What We're Looking For

• ACA or ACCA qualified, with solid post-qualification experience in practice.
• Strong knowledge of the agricultural sector and rural business needs.
• Proven ability to manage client relationships and deliver high-quality service.
• Excellent communication skills and a client-first mindset.
• Commercially savvy with a proactive, problem-solving approach.
• A natural mentor who enjoys supporting and challenging others to grow.
• Comfortable in a fast-paced, collaborative environment.

What's in It for You

• Competitive salary and benefits package.
• A respected and growing practice with a strong rural client base.
• A supportive, inclusive, and forward-thinking team culture.
• Flexible working arrangements to support work-life balance.
• Clear opportunities for career progression and personal development.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

If this job isn't quite right for you but you are looking for a new position, please contact Lorna Pilling directly on 0333 010 5719 for a confidential discussion on your career.

Please note: All applicants must have right to work in the UK

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

Referrals increase your chances of interviewing at Hays by 2x

Get notified about new Client Portfolio Manager jobs in Dorset, England, United Kingdom.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.