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Client Portfolio Manager

Michael Page
Gloucestershire, Stroud, England
GBP40000 - GBP45000 per annum
Closing date
13 Oct 2022

View more

Accounting - practice
Salary band
£40,000 - £50,000
Full Time
Where will they be working?
Hybrid - mostly office
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Job Details

Be the sole point of contact for a varied portfolio. Act as the face of a leading independent firm . Play an integral role in a vibrant team of accountants and tax advisors.

Client Details

Join a leading independent firm that has gone from strength to strength over recent years. They have just moved into bespoke offices to accommodate a period of hyper growth. The firm is also part of a leading accountancy network allowing room for progression and collaborative working between firms.


* Provide excellent service, support, and business advice for a portfolio of Clients.
* Review Accounts and Tax Returns to ensure they meet HMRC Companies House standards and deadlines.
* Train and monitor performance of juniors to ensure standards compliance and service are maintained.
* Attend and conduct client meetings/Prepare meeting notes and complete related tasks
* Prepare and review Personal Tax Returns.
* Completing company secretarial tasks, including CS01's, company formations, ad-hoc forms.
* Completion of annual forms including P11d's and Form 42's.
* Monitor deadlines for all jobs, including accounts, VAT, tax returns, CS01's, P11d's, etc.
* Management accounts and VAT return preparation/review to advise clients on current performance and forecasting.
* Tax planning for clients, including remuneration strategy, pension contributions, capital assets, etc.
* Regular contact with clients to discuss routine queries, any issues, and opportunities

* Attendance of off-site meetings, courses and events as required.
* Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
* Monitor and report on team performance and progress.
* Liaise with Directors


  • 4 years accountancy practice experience
  • Exceptional written and verbal communication skills
  • Experienced in Microsoft office
  • Managerial experience is preferred but not mandatory
  • Being able to deal with changing priorities, deadlines and circumstances, willing to work with others.
  • Organised, methodical and detail conscious.

Job Offer

  • Competetive Salary up to £50,000
  • 25 days plus bank holiday
  • Hybrid working
  • Vibrant working culture
  • Bespoke offices
  • Regular personal development reviews


Michael Page specialises in the permanent, temporary and interim recruitment of qualified accountants. In fact, our organisation was founded to provide selection and recruitment services for accounting professionals and has been a market leader in this field for more than 35 years.

We have earned the trust of clients in industry and commerce, the banking and financial services markets and the public and not-for-profit sector. We also have an exemplary track record of completing assignments for everyone from small, boutique practices to the Big Four firms.

Michael Page has pioneered a unique, consultative approach to recruitment, enabling us to find the best fit between our client’s needs and the candidate’s experience and abilities. With an emphasis on delivering results and establishing long-term relationships, our consultants waive commission in favour of quarterly profit share – that means impartial career advice and an entire team pulling together on your behalf.

Many of our consultants have a background in accounting and finance – that’s real, grass roots expertise at your disposal. Combine that with the global reach you get from a company that has over 164 offices in 34 countries and you’re looking at a pretty formidable package.

We are confident no other consultancy is better qualified to help you make that crucial, next step in your career. Take this opportunity to browse our accounting, tax and treasury jobs to find out more about our specific expertise:
• Industry and commerce
• Financial services
• Public and not-for-profit
• Taxation
• Specialist markets
• Treasury
• Newly qualified ACA

Alternatively, if you're looking to hire, please send us a job brief or get in touch to find out how our track record could add value to your recruitment process”

Visit the Michael Page website for more information

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