Client Portfolio Manager Job in Stafford

Job Title: Client Portfolio Manager
Location: Stafford
Job Type £50,000 – £55,000

Benefits:

• Flexible working arrangements
• Generous holiday allowance
• Ongoing training and CPD
• Clear career progression
• Supportive and friendly team culture

Puro Associates are delighted to be working with a well-established accountancy practice who are seeking a Client Portfolio Manager to join their expanding team. This is an exciting opportunity for a motivated and experienced professional to take ownership of a diverse client portfolio while contributing to the firm’s continued growth.

Key Responsibilities of the Client Portfolio Manager:

• Manage a portfolio of SME clients, acting as their primary point of contact
• Deliver accurate financial statements, tax returns, and business advice on time
• Review work prepared by junior staff, providing training and mentoring
• Ensure compliance with current tax laws and accounting standards
• Support clients with advisory services, tax planning, and general financial matters
• Work collaboratively with internal teams to improve processes and service delivery

Ideal Profile of the Client Portfolio Manager:

• ACA/ACCA qualified or qualified by experience
• Minimum 2 years’ experience in a supervisory or managerial role within practice
• Strong technical knowledge in accounting and taxation
• Proven track record of managing client relationships
• Proficient in accounting software (e.g., Xero, QuickBooks, Sage) – IRIS experience desirable
• Excellent communication, organisational, and leadership skills

If you’re an experienced Client Portfolio Manager looking for your next challenge within a dynamic and supportive accountancy firm, we’d love to hear from you. Please APPLY or contact Dom on 01904 571760 for more details.