Client Portfolio Manager — Tax, Accounts & Advisory (Hybrid)

Knights Lowe Chartered Accountants; Ipswich; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

Employee Assistance Programme

Cycle to work scheme

Electric car salary sacrifice scheme

Holiday purchase

Enhanced pension scheme

Group life assurance

Medical cash plan

Charity events and paid volunteering day

Job summary

A leading accounting firm in Ipswich seeks a Client Portfolio Manager to manage a diverse portfolio of clients. The role involves client relationship management, technical expertise, and oversight of tax matters. Key responsibilities include reviewing accounts, advising clients, and guiding junior staff. The ideal candidate will be ACA or ACCA qualified, with experience in UK accountancy practices. This position offers competitive pay, progression opportunities, and a hybrid working model.

Qualifications

• Experience managing own client portfolio within UK accountancy practices.
• Ability to review accounts files and support junior staff.
• Comfort in discussing tax matters directly with clients.

Responsibilities

• Managing a portfolio of sole traders, partnerships, and non-audit limited companies.
• Building strong, long-term relationships with clients.
• Overseeing day-to-day tax matters and advising on PAYE and VAT.

Skills

UK accountancy practice experience

Client relationship management

Tax advisory skills

File review capabilities

Ability to manage multiple deadlines

Education

ACA or ACCA qualified

Qualified by experience

Job description

A leading accounting firm in Ipswich seeks a Client Portfolio Manager to manage a diverse portfolio of clients. The role involves client relationship management, technical expertise, and oversight of tax matters. Key responsibilities include reviewing accounts, advising clients, and guiding junior staff. The ideal candidate will be ACA or ACCA qualified, with experience in UK accountancy practices. This position offers competitive pay, progression opportunities, and a hybrid working model.