Client Portfolio Manager


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May 22, 2024
Job Type
£50000 - £60000 per annum
Start date
Contact Name
Laura Banks
Contact Email



Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford. They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.

Established more than 30 years, they have a large and loyal client base, each with their own bespoke requirements.

They are a forward-thinking practice incorporating technology on every level. From cloud accounting software, to their online portal, which allows clients to approve documentation electronically without resorting to snail mail.

They have a wealth of qualified experience in their team which can provide a wide range of services both to help business start-ups to become successful as well as helping established businesses to grow and succeed.


-As Client Portfolio Manager you key responsibilities will include:
-Managing a portfolio of small to medium sized businesses, mostly limited companies
-You will manage a varied portfolio including industries such as retail, manufacturing, property companies, service companies and also some charities
-This is very much a client facing role which will also include answering calls and emails from clients amongst many other duties
-Offering tax planning and business advisory opportunities for clients
-Being the go-to contact for smaller clients – larger more complex clients tend to be managed by the partners but in partnership with the manager
-Reviewing draft accounts prepared by the assistants
-Preparing business tax computations
-Assisting junior members of the team
-Offering mentoring sessions – for example if a regular error is happening on jobs from a certain assistant, then offering a mentor session to explain the correct way of doing things
-Managing workflow
-Reviewing VAT returns prepared by the outsourcing team for your clients
-Offering cloud software support to your client list
-Reviewing self assessment tax returns for the business owners of your client list
-Identifying opportunities for developing social media awareness for the firm


To be considered for the role of Client Portfolio Manager

-ACA/ ACCA qualified or equivalent
-Strong knowledge and practical experience of cloud accounting software – Xero ad Quickbooks experience advantageous
-Experience of Sage, IRIS – advantageous
-Experience of Managing, supporting and mentoring a team
-Current experience of reviewing the work of junior staff members
-Currently managing your own portfolio of clients as well as reviewing
-Ability to multi task, show casing the ability to stay calm under pressure
-Strong technical skills with ability to showcase your level of accuracy and attention to detail
-Excellent ‘soft’ skills including written and spoken communications
-Ability to meet strict deadlines within budget
-Proven experience of providing cloud accounting support to clients
-Ability to show case not only your managerial experience but also your leadership qualities
-Good academic history


-Opportunities for progression and Partner status
-Competitive salary
-Flexible working to fit around your work /life balance
-Modern and friendly working environment
-Convenient office location with easily accessible and free car parking nearby

If you are ready for a fresh challenge with a wonderful, forward thinking Staffordshire based Accounting firm then please APPLY TODAY.

This vacancy is being handled by Laura Banks – Kenton Black Finance.

Kenton Black Finance operate across the UK as a marker leading recruitment partner, specialising in the attraction of finance talent across both permanent and interim requirements. With a team of dedicated experts, each with longevity operating in the finance arena, we maintain a proven track record and have established partnerships with businesses both large, small and those in their infancy. Market leaders, we provide recruitment solutions from entry level accounting trainees to Director and Partner level. Operating from local offices in, Manchester, Leyland, Leeds, Liverpool, Birmingham, Belfast, Dundee, Aberdeen and Worcester, Kenton Black Finance remain a dynamic and effective recruitment partner who represent and attract only the finest finance talent in the local area and across the UK.

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