Senior Client Portfolio Manager - Hybrid & Growth Focus

Reed

Thatcham

Hybrid

GBP 55,000 - 60,000

Full time

4 days ago
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Job summary

Reed is seeking a Senior Client Portfolio Manager to join our Thatcham team. You will manage a portfolio of clients, review technical work and support the development of colleagues, contributing to the practice's growth and client satisfaction.

You will operate in a hybrid working environment with a competitive salary of £55,000–£60,000 plus bonus, delivering commercially focused advice and high-quality service to clients across the South of England.

Qualifications

  • ACCA, ACA (ICAEW) qualification or be qualified by experience.
  • Significant experience in an accountancy practice.
  • Strong leadership capable of developing team members.
  • Commercial awareness including billing, proposals and recoveries.
  • Excellent relationship management to build trust and advise clients.
  • Strong technical background to review work to high standards.
  • Confident to own client portfolios and work independently.
  • Excellent communication and collaborative approach.

Responsibilities

  • Manage your own portfolio of clients, including annual accounts and tax returns.
  • Lead client sign-off meetings and provide proactive advice.
  • Take ownership of client matters with autonomy.
  • Review work by trainees and qualified accountants for high standards.
  • Build trusted client relationships and deliver outstanding service.
  • Meet prospective clients and support business development.
  • Lead, mentor and develop team members.
  • Collaborate across the wider group to maximise client outcomes.
  • Ensure billing, recoveries and documentation are managed accurately.
  • Represent the business in local community and professional networks.

Skills

Leadership
Relationship management
Commercial awareness
Communication
Client service
Independent work
Proactive mindset
Team development

Education

ACCA/ACA or qualified by experience

Job description

Reed is seeking a Senior Client Portfolio Manager to join our Thatcham team. You will manage a portfolio of clients, review technical work and support the development of colleagues, contributing to the practice's growth and client satisfaction.

You will operate in a hybrid working environment with a competitive salary of £55,000–£60,000 plus bonus, delivering commercially focused advice and high-quality service to clients across the South of England.

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