Client Portfolio Manager

Are you an experienced accounting professional looking for your next challenge? Do you thrive in a role where you can take the lead, build strong client relationships, and drive business growth? This is your opportunity to step into a key position within a thriving, forward-thinking company. As an Accounts Manager, you’ll manage a diverse portfolio of non-audit clients across multiple industries, working closely with business owners to provide expert financial guidance. If you’re ambitious, motivated, and ready to make an impact, we’d love to hear from you!

Location: Cheltenham 
Employment Type: Full-Time Monday-Friday 
Hours: 08:15-5:15
Salary: Competitive! 
Holiday entitlement: 30 days + Bank Holidays, with extra days allocated for Christmas and your birthday off
Excellent company benefits 

Key Responsibilities:

• Manage and review annual accounts and tax computations for a diverse client portfolio.
• Ensure timely filing of accounts and tax returns with relevant authorities.
• Maintain accurate accounting records and provide management figures as needed.
• Build and maintain strong client relationships, attending meetings and offering expert advice.
• Stay up to date with cloud accounting software, advising clients on best practices.
• Oversee and review VAT returns, payrolls, and compliance with tax regulations.
• Proactively manage client queries and liaise with HMRC when necessary.
• Support the day-to-day management of a growing department, mentoring junior team members.
• Identify opportunities for business development and attend networking events.

To be Successful:

• ACA/ACCA qualified (or equivalent) or qualified by experience in a similar role.
• Self-motivated, highly organised, and proactive approach to workload.
• Strong communication skills with the ability to engage confidently at all levels.
• A detail-oriented mindset with excellent problem-solving abilities.
• Adaptability and professionalism under pressure.
• A passion for delivering outstanding client service.
• A proven ability to work collaboratively with teams and senior management.
• A strong understanding of accounting regulations, tax compliance, VAT, and PAYE.
• Supervisory experience and a talent for mentoring team members.

What's in it for you?

• Competitive salary with annual reviews and bonus scheme.
• Study support (financial assistance and dedicated study time).
• BUPA Employee Assistance Program.
• Opportunities to be involved in community and sustainability initiatives.
• A fantastic team culture with regular company events.

If you’re ready to take the next step in your career with a forward-thinking, people-focused firm, we’d love to hear from you!
For further information on salary contact Hattie at Pertemps Gloucester