Client Portfolio Manager - Senior Leadership

Client Portfolio Manager - progression to Senior Leadership | Hybrid | Small Firm with Big Benefits

Are you an experienced Accounts/Portfolio Manager looking for your next challenge? Or perhaps a Senior Accountant ready to step up into a role with genuine progression toward senior leadership?

Reed Practice are delighted to be partnering with a small but mighty accountancy firm with an excellent reputation, as they look to appoint a Client Portfolio Manager to strengthen their management team and support their next phase of growth.

In this pivotal, client‑facing position, you’ll manage a varied portfolio of businesses
, acting as the primary point of contact and trusted adviser.

You’ll take ownership of:

• Preparing statutory accounts for companies of all sizes
• Completing associated corporate and personal tax returns
• Leading on tax advisory, planning and compliance
  , including HMRC enquiries
• Managing company secretarial responsibilities such as filings, confirmation statements, officer changes and maintaining share registers

This is a role with breadth, autonomy and real impact — perfect for someone ready to take the next step in their career.

Despite being a smaller practice, the benefits are impressively generous:

• Attractive, experience‑based remuneration (reviewed regularly based on performance)
• 33 days holiday
  , plus Christmas closure
• Extended lunch breaks and early finishes on special occasions
• Hybrid working
• Free parking
• Private healthcare & pension
• Referral fee for introducing new clients
• Christmas discretionary bonus

You will be:

• An experienced Client/Portfolio Manager or a strong Senior Accountant ready for the next step
• Currently working in an accountancy practice providing accounting and tax services
• Confident managing a client portfolio and delivering high‑quality accounts and tax work
• Keen to grow, develop and ultimately progress into a senior leadership position

If you’re ready to take your career to the next level,
contact Natalie Harden at Reed for an immediate conversation — or apply online to find out more.