Client Portfolio Manager: Path to Director, Hybrid

Page Personnel; West of England; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Job summary

Page Personnel in Bristol is seeking a Client Portfolio Manager to service a diverse client base, delivering accounts, tax and compliance with a pathway to Director/Ownership. You will mentor colleagues and lead advisory work to strengthen client relationships.

The firm promotes a collaborative culture with flexible hours and hybrid working. AAT/ACA/ACCA/CTA qualifications or equivalent experience are accepted, with a strong focus on progression and development within the firm.

Qualifications

• Experience in accountancy practice at manager level or above.
• Strong background in handling accounts, tax and statutory compliance for SMEs.

Responsibilities

• Manage client portfolio for sole traders, partnerships and SMEs; deliver full compliance and advisory services.
• Mentor and train junior staff; review work delivered by the team.
• Drive value-added advisory and planning work for clients and support progression to partner-level roles.

Skills

Client relationship management

Mentoring & training

Review & advisory support

Education

AAT/ACA/ACCA/CTA qualifications

Job description

Page Personnel in Bristol is seeking a Client Portfolio Manager to service a diverse client base, delivering accounts, tax and compliance with a pathway to Director/Ownership. You will mentor colleagues and lead advisory work to strengthen client relationships.

The firm promotes a collaborative culture with flexible hours and hybrid working. AAT/ACA/ACCA/CTA qualifications or equivalent experience are accepted, with a strong focus on progression and development within the firm.