About Our Client
Our client is a well-established accountancy and business advisory firm with a strong presence across the South West. Known for combining technical excellence with a genuinely people-first culture, they work with a wide range of owner-managed businesses and entrepreneurial clients.
They offer flexibility, long-term career progression and the opportunity to work closely with Partners and Directors in a collaborative, supportive environment.
The Role
This is a great opportunity for an experienced accounts professional to step into a client-facing portfolio role, working closely with a Client Portfolio Manager and Partner/Director to deliver a high-quality, end-to-end service.
You’ll take responsibility for a designated client portfolio, building trusted relationships, overseeing work delivery and supporting junior team members — with clear progression into a Client Portfolio Manager or Manager role over time.
Key Responsibilities
Client & Portfolio Management
- Managing day-to-day relationships with a portfolio of owner-managed business clients
- Acting as a key point of contact, responding to queries and resolving issues using internal specialist support where needed
- Producing high-quality year-end and management accounts with clear working papers and cross-referencing
- Preparing basic corporation tax computations and supporting schedules
- Analysing and interpreting client data to ensure accounts are accurate, meaningful and relevant
Team Support & Quality Control
- Supporting and guiding junior team members working on your client portfolio
- Ensuring work is delivered to the required standard, on time and within agreed budgets
- Providing constructive feedback and escalating issues appropriately to Partners/Directors
- Acting as a role model and contributing to an inclusive, collaborative team culture
Planning & Commercial Awareness
- Working with Partners to plan workloads, prioritise deadlines and support billing
- Understanding job economics, recoveries and chargeable time targets
- Taking responsibility for risk processes including KYC and engagement letters
Business Development & Profile Building
- Contributing to business development activity and strengthening client relationships
- Building internal and external networks
- Developing your personal profile within the firm
About You
You’ll be confident managing client work and comfortable operating in a professional, advisory-led environment.
You are likely to have:
- AAT qualification or be qualified by experience (ACA/ACCA desirable)
- Experience preparing statutory accounts and corporation tax computations
- Exposure to owner-managed businesses
- Experience using Sage, Xero and/or QBO (Iris experience beneficial)
- Strong communication and organisational skills
- The confidence to make technical decisions and know when to escalate
- A proactive, organised and client-focused approach
What’s on Offer
- Highly competitive salary
- Choice of hours – from 22 hrs/wk up to full time
- Hybrid and flexible working
- Exposure to a broad and varied client base
- Close working relationship with Partners and Directors
- Clear progression pathways with associated support
- A supportive, inclusive culture with a strong sense of purpose
Why Apply?
If you’re ready to take ownership of client relationships, deepen your technical expertise and build a long-term career in a flexible, forward-thinking firm, this is a fantastic next step.
*Full time equivalent – actual salary will depend on hours worked
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