Client Portfolio Manager Job in Stafford

TN United Kingdom; Stafford; On-site; GBP 50,000 - 55,000; Full time

Job summary

An established industry player is seeking a motivated Client Portfolio Manager to join their expanding team. This role offers the chance to manage a diverse portfolio of SME clients while ensuring compliance with tax laws and accounting standards. The ideal candidate will have strong technical knowledge in accounting, excellent communication skills, and a proven track record in client relationship management. With a supportive and friendly team culture, this is an exciting opportunity for professionals looking to grow their careers in a dynamic environment.

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.
• Strong technical knowledge in accounting and taxation.

Responsibilities

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

Skills

Client Relationship Management

Financial Statement Preparation

Tax Planning

Team Leadership

Communication Skills

Education

ACA/ACCA Qualified

Qualified by Experience

Tools

Xero

QuickBooks

Sage

IRIS

Job description

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Client:

Location:

Stafford, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

e081234cc619

Job Views:

16

Posted:

29.04.2025

Expiry Date:

13.06.2025

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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.