Senior Client Manager - Practice

Location: Bristol (Hybrid Working) Salary: up to 50k neg+ Bonus & Benefits

Client Portfolio Manager

Hours: 37.5 hybrid 3 days in the office (core hours 10-3). Opportunity to work part-time for the right person or condensed hours (5 in 4 or 9 a fortnight)

A growing and ambitious accountancy practice with a strong reputation for providing high-quality advice and support to businesses and individuals across the South of England. As part of a wider group and approximately 150 employees, the firm combines the opportunities and resources of a larger organisation with the friendly and supportive culture of a local practice.

Due to continued growth, an exciting opportunity has arisen for a Client Portfolio Manager to join the Bristol office – of 12-15 employees. This role is ideal for an ambitious ACA or ACCA Qualified (QBE) looking to further develop their skills within a varied general practice environment, while managing their own portfolio of clients (SMEs).

Purpose of the Role

As a Senior Client Portfolio Manager, you will lead your own portfolio of SME accounts and tax clients and act as a cultural ambassador across the firm.You’ll be hands-on in managing client relationships, overseeing the delivery of high-quality accounts and tax compliance work, providing proactive advice to individuals and owner-managed businesses, supporting and developing others Responsibilities

Manage a mixed portfolio of SME and personal tax clients, covering accounts, personal and corporation tax, and taking ownership of client relationships, deadlines, service delivery and commercial performance.

Preparation and review of annual accounts for SMEs and owner-managed businesses, ensuring work is accurate, technically sound and delivered on time.

Review and sign off accounts and tax work prepared by other members of the team, providing technical support and guidance where required.

Review and deliver personal tax compliance work, including annual self-assessment tax returns, and provide proactive tax planning and advice to individuals, business owners and families.

Oversee corporation tax compliance for SME clients, working with specialist colleagues where more complex advice is required.

Develop a strong understanding of clients' businesses and personal circumstances, identifying opportunities to provide proactive commercial, accounts and tax advice.

Meet prospective clients, understand their requirements and support the conversion of suitable opportunities into new business.

Required

Professionally qualified (ACA, ACCA, equivalent, or QBE).

Strong experience working within a UK accountancy practice, with experience managing SME clients.

Strong technical knowledge of SME accounts, including the preparation, review and sign-off of annual accounts.

Good personal tax knowledge, including self-assessment compliance and experience providing tax planning and advice to clients.

Benefits

Rewards for introducing new clients; Referral fee incentives, monthly prize draw

Opportunities to earn rewards through cross-selling additional services.

25 days annual leave +bank holidays.

Additional 3-day office closure over Christmas.

Hybrid 3 days in the office

Core hours of 10am - 3pm.

Flexible working options including condensed hours and 9-day fortnights.

Ongoing training and development

Socials: Summer and Christmas parties, team events, charity days, volunteer days

Health and wellbeing: mental health support, EAT, dog friendly offic