Client Portfolio Manager (Accountancy Practice) PermanentNEW
A leading UK accountancy practice is seeking an accomplished Client Portfolio Manager to grow a new division in their Cardiff office. This is an exciting opportunity for an ACA/ ACCA (or QBE) qualified Manager seeking a new challenge in a flexible environment.
The position supports hybrid working (typically two days being office based) and a 35 hour working week. This firm occupies an enviable location within central Cardiff, with excellent transport links.
You will benefit from working for a certified B Corp accountancy practice who support a diverse client base. Including entrepreneurs, owner-managed businesses, multinational groups and high-net-worth individuals.
We are looking for an ACA or ACCA qualified Manager with a solid background in an accountancy practice environment. You will bring proven experience in leading client work and a strong technical understanding of Xero, Sage, and a range of cloud‑based accounting platforms.
You’ll be confident managing competing deadlines, maintaining high standards, and building positive working relationships. Strong interpersonal skills and a collaborative approach are essential, as is the ability to support and guide team members effectively.
Client Portfolio Manager duties and responsibilities;
- Reviews of complex management accounts.
- Review and oversee complex VAT returns, including those with cross‑border transactions and where partial exemption calculations might be required.
- Have experience in dealing with larger entities where they are audited.
- Ensure all necessary year-end adjustments have been made in good time before the statutory accounts are prepared.
- Managing cross department relationships with the Accounts, Audit and Personal Tax Teams.
- Have managed a team that’s acted as a finance function for several businesses managing all processes.
- Reviews of Statutory accounts when required.
- Manage a varied portfolio of clients, ensuring deadlines are met and relationships are managed and developed.
- Management of staff, their workload and help with portfolios management when required.
- Ensure each client receives a bespoke service, and procedures are reviewed on a regular basis to ensure the best processes are in place.
- Ensure trainees are challenged and there is continuous development planned and regular feedback is given.
- Liaise with other departments in the firm and identify opportunities for cross selling.
Benefits and development;
- 35 hour working week, plus hybrid working (typically two days office based).
- 28 days annual leave plus bank holidays on top.
- Private Medical Insurance.
- Health Cash plans.
- Group Life Assurance.
- Season ticket loan-assistance with travel expenses.
- Clear development pathways and progression frameworks
- Internal mentoring, coaching, and buddying schemes
- Leadership development programmes to help you grow with the firm.
Bowen Eldridge Recruitment are acting as an Accountancy Recruitment Agency on behalf of a client to appoint this vacancy.
If this opportunity if not quite right for you but know someone who might be suitable, be sure to make the most of our Candidate Referral Scheme.