Client Portfolio Manager

Hays Senior Finance; England; On-site; GBP 40,000 - 65,000; Full time

Job summary

A well-established accountancy practice in Dorset is seeking a Client Portfolio Manager. The role involves managing agricultural client portfolios, providing tailored tax solutions, mentoring junior staff, and contributing to the practice's growth. This position offers a competitive salary, a strong team culture, and opportunities for career progression.

Benefits

Competitive salary and benefits package

Flexible working arrangements

Clear opportunities for career progression

Qualifications

• Solid post-qualification experience in practice.
• Strong knowledge of the agricultural sector and rural business needs.
• Natural mentor with a client-first mindset.

Responsibilities

• Managing a diverse portfolio of agricultural clients.
• Providing hands-on support with accounting and tax.
• Mentoring and developing junior colleagues.

Skills

Client relationship management

Accounting

Tax compliance

Strategic insight

Commercial acumen

Leadership

Communication

Education

ACA or ACCA qualified

Job description

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 the right to work in the UK, as we cannot provide sponsorship for this role.

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