Client Portfolio Manager

Your newpany

This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.

Your new role

As Client Portfolio Manager, you’ll be the main point of contact for a varied portfolio of SME clients across different industries. You’ll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.
Key Responsibilities:

Manage a portfolio of SME clients across multiple sectors

Prepare and finalise statutory accounts in line with FRS 102

Respond to client queries and provide tailored advice

Liaise with HMRC and other regulatory bodies

Support audit and year-end processes

Contribute to improving internal systems and client processes

What you'll need to succeed

ACA or...