Client Portfolio Manager & Practice Mentor

Eps.Recruitment; Dacorum; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

25 days' holiday + bank holidays

Company pension

Ongoing development

Clear route to progression

Job summary

A qualified accountant ready to own a portfolio and lead client relationships in a growing accountancy practice in Berkhamsted. You will oversee accounts, tax and advisory needs, review work, mentor the team, and help shape how the practice grows.

£50,000 – £60,000 depending on experience, plus 25 days' holiday plus bank holidays, a company pension, ongoing development, and a clear route to progress within a growing firm.

Qualifications

• ACA or ACCA qualified with UK practice experience.
• Experience managing a client portfolio.
• Strong technical knowledge across accounts and tax.
• Confident, commercial and client-focused communication.
• Ownership-minded approach.

Responsibilities

• Manage a portfolio of clients as their primary point of contact and trusted adviser.
• Review accounts, corporation tax and personal tax before sign-off.
• Spot advisory, planning and improvement opportunities across your clients.
• Oversee budgets, WIP, billing and recoverability on your portfolio.
• Mentor, review and develop semi-seniors and seniors.
• Support the partners on wider practice growth and new work.

Skills

Client portfolio management

Accounts review

Tax knowledge

People mentoring

Commercial communication

Education

ACA or ACCA qualification

Job description

A qualified accountant ready to own a portfolio and lead client relationships in a growing accountancy practice in Berkhamsted. You will oversee accounts, tax and advisory needs, review work, mentor the team, and help shape how the practice grows.

£50,000 – £60,000 depending on experience, plus 25 days' holiday plus bank holidays, a company pension, ongoing development, and a clear route to progress within a growing firm.