Client Accounts and Portfolio Manager
JOB_53516864737207Job type
PermanentLocation
Milton KeynesWorking Pattern
Full-timeSpecialism
Public Practice AccountingIndustry
Accountancy FirmsPay
£Competitive
Qualified ACCA or ACA Client Accounts and Portfolio Manager job opportunity based in Milton Keynes / hybrid
Are you ready to bring your Client Accounts and Portfolio / Client engagement expertise to a role where your skills and unique perspective can make a lasting impact.
You will provide full Accounts Management to Partners and their teams and deliver a-grade service to your portfolio of clients.
Portfolio Management: Plan, control and review of client work to ensure that jobs are completed efficiently and effectively as possible.
Team Management: Day-to-day line management, allocation of work, identifying development needs and completing staff reviews and feedback
Business Development: Advisory and ad hoc work, identifying opportunities to offer additional services to clients, identifying new clients through networking and client referrals and coaching team members to do the same
Qualifications and Skills: Fully qualified ACA/ACCA with a minimum of 3 years’ post qualified experience in external accounts and general practice. Up to date in CPE and recent developments in accounting standards. Experience working with OMBs and other corporates and partnerships covering a range of industries. Competent user of MS Excel & Word. Experience of Xero, QuickBooks, Sage, CaseWare and tax software preferred. Client focus and able to think commercially – able to seek out opportunities within the portfolio.
Rewards include: Agile Working: Enjoy the flexibility of core hours from 10AM to 2PM and two home working days, allowing you to balance your work and personal commitments seamlessly. 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
Competitive salary package. Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives. New and improved programme for succession planning and supportive management structure to help you realise your potential.
Apply now and be part of a team that celebrates diversity and inclusivity, champions innovation, and prioritises your success!
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Client Accounts and Portfolio ManagerJOB_535168647372072025-10-222026-01-20
Talk to Stephen Pyle, the specialist consultant managing this position
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JOB_53516864737207