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Client Portfolio Manager

Posted: 10/04/25
Recruiter:Autograph Recruitment
Reference:2929307472
Type:Permanent
Salary:£40,000 Annual
Location:Cheltenham, Gloucestershire
Description:

Job Title: Client Portfolio Manager

Location: Cheltenham

Salary: Competitive, dependent on experience

Job Type: Full-time, Permanent

About the role:

Autograph Recruitment is working with a respected Accountancy Practice that is expanding its team, they are seeking qualified ACA or ACCA accountants to join. You will oversee a broad range of non-audit clients from different industry sectors, including sole traders, partnerships, and limited companies. Reporting directly to the directors of the accountancy firm, this position offers the opportunity to take a key role in expanding and enhancing the business.

The ideal candidate will have:

  • ACA / ACCA qualified (or equivalent), or qualified by experience, with extensive relevant experience in a similar role.

  • Strong communication skills, with the ability to engage confidently, clearly, and effectively at all levels.

  • A high standard of professionalism, committed to delivering exceptional client service.

  • Solid technical knowledge of accounts preparation and tax compliance.

  • Familiarity with personal and business tax regulations, including VAT and PAYE

  • Experience in supervising accounts staff

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional development and career advancement
  • Supportive and collaborative work environment

If you think this role is the perfect fit for you, don t hesitate to reach out to Lily at (phone number removed) or email your updated CV to (url removed)

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