Client Portfolio Manager

Knights Lowe Chartered Accountants; Ipswich; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

Employee Assistance Programme

Cycle to work scheme

Electric car salary sacrifice scheme

Holiday purchase

Enhanced pension scheme

Group life assurance

Medical cash plan

Charity events and paid volunteering day

Job summary

A leading accounting firm in Ipswich seeks a Client Portfolio Manager to manage a diverse portfolio of clients. The role involves client relationship management, technical expertise, and oversight of tax matters. Key responsibilities include reviewing accounts, advising clients, and guiding junior staff. The ideal candidate will be ACA or ACCA qualified, with experience in UK accountancy practices. This position offers competitive pay, progression opportunities, and a hybrid working model.

Qualifications

• Experience managing own client portfolio within UK accountancy practices.
• Ability to review accounts files and support junior staff.
• Comfort in discussing tax matters directly with clients.

Responsibilities

• Managing a portfolio of sole traders, partnerships, and non-audit limited companies.
• Building strong, long-term relationships with clients.
• Overseeing day-to-day tax matters and advising on PAYE and VAT.

Skills

UK accountancy practice experience

Client relationship management

Tax advisory skills

File review capabilities

Ability to manage multiple deadlines

Education

ACA or ACCA qualified

Qualified by experience

Job description

We are seeking an experienced Client Portfolio Manager to manage a portfolio of clients within our general practice team, with openings in our Bury St Edmunds and Ipswich offices.

As a full-service practice, we support clients throughout their business journey – from compliance and reporting to tax planning and business advice. This role combines technical expertise, client relationship management and file review responsibilities within a collaborative team environment.

The Role

You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.

Key Responsibilities

• Managing a portfolio of sole traders, partnerships and non-audit limited companies
• Acting as a main point of contact for clients, with regular telephone and face-to-face interaction
• Building strong, long-term client relationships
• Identifying opportunities to provide additional support and advice

Accounts & Compliance

• Reviewing accounts files prepared by trainees, assistants and seniors
• Reporting to Directors ahead of annual accounts meetings
• Ensuring assignments are completed accurately, efficiently and to deadline
• Advising clients on PAYE and VAT matters arising across the portfolio
• Overseeing day-to-day tax matters and involving specialists where needed
• Reviewing personal tax returns and related compliance work
• Identifying IHT and CGT issues and planning opportunities
• Generating new areas of advice and added value support

Team Contribution

• Working as part of a general practice team
• Supporting and guiding junior staff through file reviews and feedback
• Maintaining strong communication within the team to ensure smooth workflow

Key Skills & Qualifications

• ACA or ACCA qualified, or qualified by experience
• Experienced in UK accountancy practice, managing your own client portfolio
• Comfortable reviewing work and supporting junior team members
• Confident discussing accounts and tax matters directly with clients
• Organised and able to manage multiple deadlines
• Commercially aware, with the ability to spot issues and opportunities

What We Offer

• A varied portfolio with long-standing client relationships
• A team-focused working environment
• Exposure to a broad range of general practice work
• Opportunities to develop advisory skills alongside compliance
• A role with real responsibility and client contact

The salary package will be competitive, depending upon the level of qualification and experience. You will have an opportunity to progress and develop where applicable.

Hybrid working with fully hosted systems

Progression opportunities

Employee Assistant Programme

Cycle to work scheme

Electric car salary sacrifice scheme

Holiday purchase

Varied and successful clients, client contact and interaction

Modern offices and working practices

Social events

Medical cash plan

Enhanced pension scheme

Group life assurance

Charity events and paid volunteering day

Apply Now

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