Client Portfolio Manager Job in Stafford

Puro Associates; Stafford; On-site; GBP 50,000 - 55,000; Full time

Job summary

A leading accountancy firm is seeking an experienced Client Portfolio Manager to manage a diverse client portfolio in Stafford. The ideal candidate will be ACA/ACCA qualified, with at least 2 years of managerial experience and strong technical knowledge in taxation and accounting. With flexible working arrangements and a supportive team culture, this role offers excellent career progression opportunities.

Benefits

Generous holiday allowance

Ongoing training and CPD

Clear career progression

Supportive and friendly team culture

Qualifications

• Minimum 2 years’ experience in a supervisory or managerial role within practice.
• Proven track record of managing client relationships.

Responsibilities

• Manage a portfolio of SME clients, acting as their primary point of contact.
• Deliver accurate financial statements, tax returns, and business advice on time.
• Review work prepared by junior staff, providing training and mentoring.

Skills

Technical knowledge in accounting and taxation

Communication skills

Leadership skills

Organisational skills

Education

ACA/ACCA qualified or qualified by experience

Tools

Xero

QuickBooks

Sage

IRIS

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Stafford, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

a568fab1c402

Job Views:

21

Posted:

17.06.2025

Expiry Date:

01.08.2025

col-wide

Job Description:

• Flexible working arrangements
• Ongoing training and CPD
• Clear career progression
• Supportive and friendly team culture

Job Title: Client Portfolio Manager
Location: Stafford
Job Type £50,000 – £55,000

Benefits:

• Flexible working arrangements
• Generous holiday allowance
• Ongoing training and CPD
• Clear career progression
• Supportive and friendly team culture

Puro Associates are delighted to be working with a well-established accountancy practice who are seeking a Client Portfolio Manager to join their expanding team. This is an exciting opportunity for a motivated and experienced professional to take ownership of a diverse client portfolio while contributing to the firm’s continued growth.

Key Responsibilities of the Client Portfolio Manager:

• Manage a portfolio of SME clients, acting as their primary point of contact
• Deliver accurate financial statements, tax returns, and business advice on time
• Review work prepared by junior staff, providing training and mentoring
• Ensure compliance with current tax laws and accounting standards
• Support clients with advisory services, tax planning, and general financial matters
• Work collaboratively with internal teams to improve processes and service delivery

Ideal Profile of the Client Portfolio Manager:

• ACA/ACCA qualified or qualified by experience
• Minimum 2 years’ experience in a supervisory or managerial role within practice
• Strong technical knowledge in accounting and taxation
• Proven track record of managing client relationships
• Proficient in accounting software (e.g., Xero, QuickBooks, Sage) – IRIS experience desirable
• Excellent communication, organisational, and leadership skills

If you’re an experienced Client Portfolio Manager looking for your next challenge within a dynamic and supportive accountancy firm, we’d love to hear from you. Please APPLY or contact Dom on 01904 571760 for more details.