Senior Client Portfolio Manager

Regional Recruitment; Carlisle; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Paid overtime

Time off in lieu

Free parking

Cycle to work scheme

Company pension with auto-enrolment

Birthday breakfast treats

Free financial advice

Job summary

Regional Recruitment in Carlisle is seeking an Accounts Senior / Client Portfolio Manager to lead an established client portfolio within a respected accountancy practice. You will handle statutory accounts, management reporting and advisory work, building long-term client relationships while delivering practical commercial guidance.

The role offers a competitive salary and up to 15% annual bonus. This permanent, full-time position requires strong technical accounting knowledge and a proactive,

Qualifications

• Experience in a client-facing role within an accountancy practice.
• Experience managing a varied portfolio of clients.
• Strong technical accounting knowledge.
• Full UK driving licence.

Responsibilities

• Manage an established portfolio of owner-managed and family-run businesses, acting as their main point of contact and delivering a high-quality service.
• Planning, preparing and reviewing statutory financial accounts within agreed deadlines and budgets.
• Producing accurate monthly, quarterly and half-yearly management reports.
• Presenting financial information clearly and practically to help clients make informed business decisions.
• Interpreting financial performance and supporting clients with their future business planning.
• Identifying opportunities to improve tax efficiency and wider business performance.
• Building strong, lasting client relationships through proactive communication and excellent service.
• Working alongside Managing Directors to improve internal processes and maintain high professional standards.
• Identifying opportunities to grow the client portfolio through referrals, networking and developing existing relationships.
• Providing practical commercial advice to support clients’ business objectives.

Skills

Client relationship-build

Communication skills

Commercial awareness

Time management

Organisational skills

Full UK driving licence

Education

ACA or ACCA qualification

Tools

Xero

Sage

QuickBooks

Job description

Regional Recruitment in Carlisle is seeking an Accounts Senior / Client Portfolio Manager to lead an established client portfolio within a respected accountancy practice. You will handle statutory accounts, management reporting and advisory work, building long-term client relationships while delivering practical commercial guidance.

The role offers a competitive salary and up to 15% annual bonus. This permanent, full-time position requires strong technical accounting knowledge and a proactive,