Client Portfolio Manager in ACCA Careers Trowbridge,England,UnitedKingdom

Website ACCA Careers

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About the job

Michael Page

Run a portfolio of clients in a variety of sectors from Rural and Manufacturing, to Academies and Not for Profits. Feed directly into the partners and take on challenging advisory work.

Client Details

The client is a leading independent firm of chartered accountants and commercial advisers. With offices across the South West of England, they have local knowledge with national and international reach. They work with some of the most exciting and dynamic businesses across a range of sectors, from Rural and Manufacturing, to Academies and Not for Profits. The diverse sector specialism and broad geographical reach across the South West means they have the ability to offer employees a broad range of experience both in the office and at a client’s premises.


  • Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Managing a team of professional staff, including individual development and ensuring appropriate resource and work planning
  • Acting as a point of contact for Director/Partner portfolio in the Director’s absence ensuring that matters are dealt with in a timely manner and that the Director/Partner is aware of any outstanding queries
  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
  • Completing more complex accounts work for clients as required by the Director, where it is not appropriate for the activities to be completed in the compliance centre
  • Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting the clients services
  • Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. Ensure feedback is provided to the Director / Partner as appropriate.
  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated


  • Preferably ACA/ACCA qualified, or by experience
  • Excellent communication skills both verbal and written
  • Organised and methodical
  • Client focused
  • Strong IT skills including Word, Outlook and Excel
  • Carrying out tasks with a high degree of efficiency and accuracy
  • Time management skills
  • Ability to operate strict deadlines and handle conflicting priorities
  • Ability to work under own initiative, keeping calm under pressure

Job Offer

  • Competitive Salary of up to £50,000
  • Hybrid working
  • Pension scheme
  • life assurance
  • subsidised parking
  • social work environment

Company: ACCA Careers

Vacancy Type: Full Time 

Job Location: Trowbridge,England,UnitedKingdom

Application Deadline: N/A

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