Client Portfolio Manager
JOB_53207944691766Job type
PermanentLocation
DorsetWorking Pattern
Flexible Working,Full-timeSpecialism
Public Practice AccountingIndustry
Accountancy FirmsPay
Competitive salary and benefits package
Join a Practice That Grows With You
Are you an experienced accountant with a passion for rural business? Our client, a well-established and forward-thinking accountancy practice in Dorset, is looking for a Client Portfolio Manager to join their expanding team. With a strong reputation in the agricultural and rural business sector, this firm combines deep sector expertise with a commitment to exceptional client service and professional development.
As a Client Portfolio Manager, you’ll take the lead on a diverse portfolio of agricultural clients—offering expert advice, building lasting relationships, and delivering tailored accounting and tax solutions. This is a client-facing, strategic role where your commercial insight and leadership will make a real impact.
You’ll also play a key role in mentoring junior team members, helping them grow while contributing to the firm’s continued success.
What You’ll Be Doing
- Managing your own portfolio of rural and agricultural clients.
- Providing hands-on support with accounting, tax compliance, and planning.
- Reviewing and preparing statutory accounts, tax returns, and management reports.
- Acting as a trusted advisor—offering strategic insights and solutions.
- Identifying opportunities to add value through proactive advisory services.
- Mentoring and developing junior colleagues.
- Collaborating across departments to ensure seamless client service.
What We’re Looking For
- ACA or ACCA qualified, with solid post-qualification experience in practice.
- Strong knowledge of the agricultural sector and rural business needs.
- Proven ability to manage client relationships and deliver high-quality service.
- Excellent communication skills and a client-first mindset.
- Commercially savvy with a proactive, problem-solving approach.
- A natural mentor who enjoys supporting and challenging others to grow.
- Comfortable in a fast-paced, collaborative environment.
What’s in It for You
- Competitive salary and benefits package.
- A respected and growing practice with a strong rural client base.
- A supportive, inclusive, and forward-thinking team culture.
- Flexible working arrangements to support work-life balance.
- Clear opportunities for career progression and personal development.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you but you are looking for a new position, please contact Lorna Pilling directly on 0333 010 5719 for a confidential discussion on your career.
Please note: All applicants must have the right to work in the UK, as we cannot provide sponsorship for this role.
Client Portfolio ManagerJOB_532079446917662025-05-292025-08-27
Talk to Lorna Pilling, the specialist consultant managing this position
Located in Bournemouth, 1st floor South, Telephone House, 18 Christchurch RdTelephone +44 333 010 5719Click here to access our Privacy Policy, which provides detailed information on how we use and protect your personal information, and your rights in relation to this.
JOB_53207944691766