Client Portfolio Manager Job in Stafford

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

Job summary

An established industry player in accountancy is on the lookout for a Client Portfolio Manager to join their dynamic team in Stafford. This role offers a fantastic opportunity for a motivated professional to manage a diverse client portfolio while contributing to the firm’s growth. With flexible working arrangements, ongoing training, and a supportive team culture, this position is perfect for those looking to advance their career in a friendly environment. If you have a passion for client management and a strong background in accounting, this could be the ideal next step for you.

Benefits

Flexible working arrangements

Generous holiday allowance

Ongoing training and CPD

Clear career progression

Supportive team culture

Qualifications

• Minimum 2 years’ experience in a supervisory or managerial role within practice.
• Strong technical knowledge in accounting and taxation.

Responsibilities

• Manage a portfolio of SME clients, acting as their primary point of contact.
• Deliver accurate financial statements and tax returns on time.

Skills

Client Relationship Management

Taxation Knowledge

Financial Reporting

Communication Skills

Leadership Skills

Education

ACA/ACCA Qualification

Experience in Accountancy Practice

Tools

Xero

QuickBooks

Sage

IRIS

Job description

Social network you want to login/join with:

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Location:

Stafford, United Kingdom

Job Category:

Accountancy

EU work permit required:

Yes

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Job Reference:

J3611

Job Views:

3

Posted:

26.04.2025

Expiry Date:

10.06.2025

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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.