Client Portfolio Manager with progression

Michael Page (UK); Bristol; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A growing accountancy firm in Bristol is seeking a Client Portfolio Manager to support client relationships and service delivery. This role offers a clear progression path towards Director level, ideal for candidates with strong accountancy practice experience. Responsibilities include managing compliance, mentoring team members, and providing valuable advisory services. Competitive salary of £50,000 - £60,000 plus benefits on offer, with flexible working arrangements available.

Benefits

Flexible working hours

Career progression opportunities

Qualifications

• Strong background in accountancy practice, ideally at manager level.
• Experience in working with sole traders, partnerships, and SMEs.
• Proven capability in managing compliance and delivery.

Responsibilities

• Service and manage client accounts for various business types.
• Work closely with team members in a mentoring capacity.
• Deliver added value advisory services to clients.

Skills

Accountancy practice experience

Client relationship management

Compliance delivery

Advisory planning work

Mentoring and training

Education

AAT, ACA, ACCA, CTA qualifications

Job description

• Client Manager with progression to join a growing Bristol accountancy firm.
• Clear progression path on offer to Director/Ownership

About Our Client

Based in Bristol this growing accountancy firm is undergoing very positive growth and the firms directors are looking for a key right-hand support and addition within this growing firm. There are genuine opportunities to progress on offer here for those seeking a clear route, having perhaps reached a ceiling in their current employer. The firm has an excellent team focused culture, highly collaborative with long serving employees. Flexible working hours can be explored, with hybrid working on offer additionally. So a clear progression path is on offer as well, with a route to develop within this successful firm.

Job Description

Joining this firm as a Client Portfolio Manager with progression based in Bristol, you will bring your background as an all-rounder accounts, tax and general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.

The Successful Applicant

For this Client Portfolio Manager with progression and you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.

What's on Offer

Circa £50,000 - £60,000 plus other benefits. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.