Client Portfolio Manager

Sharp Consultancy; Hull and East Yorkshire; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

A multi-award-winning accountancy firm in Hull is seeking a Client Portfolio Manager to lead a team and manage a diverse portfolio of clients. Ideal candidates will be ACA or ACCA qualified and possess experience in accountancy practice, particularly with Xero. The role offers a salary between £55,000 - £60,000, along with hybrid working and professional development opportunities. This is a significant step for candidates looking to progress in their managerial careers within a technology-driven environment.

Benefits

Salary between £55,000 - £60,000

Fully flexible and hybrid working

Private 5% pension

Health insurance

25 days AL + 8 BH

Clothing allowance

Bonus Scheme

Bespoke development pathway

Qualifications

• Must be ACA or ACCA qualified.
• Experience working within an accountancy practice is essential.
• Proficient in using Xero software.

Responsibilities

• Lead a team managing a diverse portfolio of clients across Yorkshire.
• Build and maintain a bespoke portfolio including SMEs and larger structures.
• Proactively monitor client needs and upsell services.
• Produce and deliver year-end accounts with accurate taxation reviews.
• Provide tax planning services and advice on notable schemes.
• Develop personal development plans for team members.

Skills

ACA or ACCA qualified

Experience of working within Accountancy Practice

Experience of using Xero

Job description

Sharp Consultancy is delighted to be the exclusive recruitment partner for a multi-award-winning accountancy firm based in Kingston upon Hull. Renowned for its modern, technology-driven approach, the firm harnesses cloud-based software including Xero to deliver real-time financial insights and solutions to their clients.

This newly created Client Portfolio Manager position reflects significant investment as part of the firm’s ambitious five-year growth strategy, aiming to secure a place among the UK’s Top 100 accountancy firms. The successful candidate will lead a team of six and manage a diverse portfolio of clients across Yorkshire, playing a pivotal role in shaping service delivery.

What sets this firm apart is their commitment to building long-term partnerships that align with clients’ business ambitions, underpinned by strong advisory expertise. Ideal applicants will be ACA or ACCA qualified and ready to take a progressive managerial step, combining commercial acumen with hands-on involvement to support both clients and the wider team.

Benefits to include:

• Salary between £55,000 - £60,000

• Fully flexible and hybrid working

• Private 5% pension

• Health insurance

• 25 days AL + 8 BH

• Clothing allowance

• Bonus Scheme

• Bespoke development pathway

Duties and responsibilities to include:

• Build and maintain a bespoke portfolio of clients including SME’s, OMB’s and larger group structures

• Proactively monitor client needs including upselling and cross-selling services

• Deliver on your own portfolio including business development activity and attending client meetings

• Ensure the accurate production and delivery of year end accounts including taxation reviews and submission of statutory accounts

• Provide effective tax planning services where needed – including on advising on structures and other notable schemes

• Lead and develop a small team including setting objectives and bespoke personal development plans

Person Specification:

• ACA / ACCA qualified

• Experience of working within Accountancy Practice

• Experience of using Xero

For further information or a private and confidential conversation either for this specific opportunity or your personal job search please contact Emma Berry or Charlie Marper on 0114 261 1700.

Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function.

Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e-mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.