Client Portfolio Manager – Hybrid Accounting & Tax

ACCA Careers; Trowbridge; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

ACCA Careers in Trowbridge, Wiltshire is seeking a Client Portfolio Manager to oversee a diverse portfolio of clients, ensuring precise accounting and finance support. You will guide financial processes, advise on tax planning, and maintain strong client relationships from the office and remotely.

The role offers a permanent, full-time position with hybrid working arrangements (3 days in the office, 2 days remote) and opportunities to work with senior leadership.

Qualifications

• 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.
• Strong knowledge of accounting and tax principles within professional services.

Responsibilities

• 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

Skills

Client relationship management

Communication

Organisational skills

Attention to detail

Accounting software proficiency

Tax principles knowledge

Education

ACA or ACCA qualification

Tools

Accounting software

Job description

ACCA Careers in Trowbridge, Wiltshire is seeking a Client Portfolio Manager to oversee a diverse portfolio of clients, ensuring precise accounting and finance support. You will guide financial processes, advise on tax planning, and maintain strong client relationships from the office and remotely.

The role offers a permanent, full-time position with hybrid working arrangements (3 days in the office, 2 days remote) and opportunities to work with senior leadership.