Reed
The Opportunity
Reed Practice are proud to be the go-to for a small but mighty accounting firm in Suffolk, approx 35 mins from Sudbury, to recruit a Client / Portfolio Manager.
This is a great prospect for an experienced, ambitious and dynamic Accountant to undertake a Portfolio Manager role within this growing accountancy practice. The firm is an innovative business, adaptable to the changing professional practice environment, and they value their employees highly.
The Directors offer trust and flexibility, giving you autonomy to manage your workload in a way that works best for you, while always having the support of the wider team when needed.
This is a fantastic opportunity to take ownership of a diverse and wide-ranging client portfolio, including UK limited companies, partnerships, sole traders, and individuals, spanning a broad range of sectors—from financial services and construction to digital/tech and property, while also playing a key role in driving future growth.
The Role
You will initially be introduced to an existing portfolio as part of a supported and staged onboarding process, allowing you to build relationships and gain a strong understanding of the firms’ operations. Over time, you’ll:
- Take full ownership of your client portfolio
- Become involved in client meetings and relationship management
- Support and contribute to winning new business
- Develop and grow your own portfolio of clients
This role offers high levels of variety, and genuine opportunity to shape your own progression within the firm. You’ll be exposed to a broad service offering including:
- Accounts and tax compliance
- Making Tax Digital (MTD)
- Bookkeeping and payroll
- Cloud accounting solutions
- Company secretarial services
- R&D tax work
Working Environment
Our client is proud of their friendly, sociable, and supportive culture. They regularly get involved in activities outside of work, making it a genuinely enjoyable and welcoming place to build your career. As as this –
- Hybrid working is available
- Initial onboarding will be office-based to support integration and team collaboration
Career Progression
This role offers significant scope for progression. As the business continues to grow, you’ll have the opportunity to take on increasing responsibility, work with a broader and more complex client base and play a key role in shaping your own career path within the firm.
About You – we are keen to invite you to apply or contact Natalie Harden at Reed if you:
- ACCA/ ACA/AAT qualified or close to.
- Experienced in managing a client portfolio within an accountancy practice working to UK regulations
- Confident dealing with a wide range of clients and sectors
- Commercially minded with an interest in business development
- Organised, proactive, and comfortable working with autonomy
- Keen to grow with a forward-thinking and expanding firm
The salary listed is a guide. If you possess all the desired experience and are on/looking for more, please still get in touch as our client may be flexible for the right person
To apply for this job please visit www.reed.co.uk.
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