Client Portfolio Manager

A well-established and growing accountancy firm is looking to appoint a Client Portfolio Manager to join their team, with the opportunity to be based in Exeter. This is a varied and client-focused role involving the management of a portfolio of owner-managed businesses, including sole traders, partnerships, and limited companies.

Key Responsibilities:

• Reviewing and planning accounts work for a mixed client portfolio

• Supporting and mentoring junior staff, including budget planning and file reviews

• Liaising directly with clients to resolve queries and finalise accounts

• Preparing management accounts and offering insightful commentary

• Handling tax planning (personal and corporate), dividends, and VAT reviews

• Advising clients on tax liabilities and providing ad hoc financial guidance

• Attending client meetings (both in person and online)

• Overseeing deadlines, workflow, and billing across the portfolio

What Our Client is Looking For:

• ACA/ACCA qualified with experience in a similar role within practice

• Strong communication and organisational skills

• Confidently managing client relationships and leading a team

• Familiarity with cloud-based systems like Xero, QuickBooks, and Sage is desirable

• Experience with Digita or CCH is a bonus, not essential

What’s on Offer:

• Competitive salary and bonus scheme

• 22+ days holiday (plus bank holidays), increasing with service

• Up to 5% employer pension contribution

• Flexibility around working patterns, including part-home working

• Career development, paid training, and support for further progression

If this role is something which suits what you are looking for in your next career move, then please do apply or get in touch!