Client Portfolio Manager

Client Portfolio Manager | 5 Director Firm | Bury St Edmunds
Our client is a highly respected regional practice with 5 Directors and over 50 staff across multiple offices in East Anglia. Known for their vibrant culture and commitment to professional development, they have grown significantly through strategic acquisitions and organic success, specialising in owner-managed businesses and corporate groups.

Client Portfolio Manager responsibilities

Manage a diverse portfolio of clients, acting as the primary point of contact for all accounting and advisory requirements.
Lead and mentor a dedicated team of seniors and trainees, overseeing the delivery of high-quality statutory accounts and tax compliance.
Identify opportunities to provide value-added advisory services, including cash flow forecasting, management reporting, and strategic business planning.
Collaborate directly with Directors to support business development initiatives and maintain the firm’s reputation for excellence in the local market.

As the successful candidate you will

Be ACA or ACCA Qualified with significant post-qualification experience in a public practice environment.
Demonstrate a proven track record of managing a substantial client portfolio and leading professional teams.
Possess strong technical knowledge across FRS 102 and corporate tax legislation.
Exhibit a commercial mindset with the ability to build long-term relationships with owner-managed businesses.

In exchange you will receive

Competitive salary with a clear progression path toward Associate and Director level.
Hybrid and flexible working arrangements to support a healthy work-life balance.
Generous annual leave entitlement of 25 days plus bank holidays.
Comprehensive benefits package including contributory pension and professional membership subscriptions.

Austin Rose specialise in Public Practice recruitment and use our market insight to support you in securing roles aligned with your long-term ambitions. If this role sounds of interest or you would like more information, please apply online.

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