Client Portfolio Manager

Michael Page Finance; Trowbridge; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Permanent position in Trowbridge

Job summary

Michael Page Finance in the United Kingdom is seeking a Client Manager to oversee a portfolio of SME and professional services clients in Trowbridge. You will lead accounting and tax processes, provide expert financial guidance, and ensure compliance across engagements.

The role requires ACA/ACCA qualifications, excellent communication, and proactive, detail-oriented work. Hybrid working 3 days in the office with 2 days remote supports work-life balance.

Qualifications

• Professional qualifications in accounting or finance, ACA or ACCA.
• Strong knowledge of accounting and tax principles within professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Responsibilities

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff / trainees.

Skills

Client management

Accounting

Tax knowledge

Communication

Organisational skills

Accounting software

Education

ACA/ACCA

Tools

Accounting software

Job description

Client Details

An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.

Description

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Working with SME, Sole Traders.
• Working on Corporate and Personal Tax
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

Profile

A successful Client Manager should have:

• Professional qualifications in accounting or finance, ACA or ACCA .
• Strong knowledge of accounting and tax principles within professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Job Offer

• Competitive salary ranging from £50,000 to £55,000, dependent on the level of experience.
• Excellent opportunity to take your career to the next level working closely with Senior leadership team/Partners.
• Flexible working arrangements to support your work-life balance.
• Hybrid working 3 days office 2 days remote options available.
• Permanent position in Trowbridge within the professional services industry.

We welcome applications from people of all backgrounds, identities and experiences.

If you require any adjustments or accommodations during the recruitment process, we’ll work with you to ensure you can perform at your best.