Assistant Client Portfolio Manager

About Our Client Our client is a well-established accountancy and business advisory firm with a strong presence across the South West. Known for combining technical excellence with a genuinely people-first culture, they work with a wide range of owner-managed businesses and entrepreneurial clients. They offer flexibility, long-term career progression and the opportunity to work closely with Partners and Directors in a collaborative, supportive environment.

The Role This is a great opportunity for an experienced accounts professional to step into a client-facing portfolio role , working closely with a Client Portfolio Manager and Partner/Director to deliver a high-quality, end-to-end service. Youll take responsibility for a designated client portfolio, building trusted relationships, overseeing work delivery and supporting junior team members with clear progression into a Client Portfolio Manager or Manager role over time.

Key Responsibilities Client & Portfolio Management Managing day-to-day relationships with a portfolio of owner-managed business clients Acting as a key point of contact, responding to queries and resolving issues using internal specialist support where needed Producing high-quality year-end and management accounts with clear working papers and cross-referencing Preparing basic corporation tax computations and supporting schedules Analysing and interpreting client data to ensure accounts are accurate, meaningful and relevant Team Support & Quality Control Supporting and guiding junior team members working on your client portfolio Ensuring work is delivered to the required standard, on time and within agreed budgets Providing constructive feedback and escalating issues appropriately to Partners/Directors Acting as a role model and contributing to an inclusive, collaborative team culture Planning & Commercial Awareness Working with Partners to plan workloads, prioritise deadlines and support billing Understanding job economics, recoveries and chargeable time targets Taking responsibility for risk processes including KYC and engagement letters Business Development & Profile Building Contributing to business development activity and strengthening client relationships Building internal and external networks Developing your personal profile within the firm About You Youll be confident managing client work and comfortable operating in a professional, advisory-led environment.

You are likely to have: AAT qualification or be qualified by experience (ACA/ACCA desirable) Experience preparing statutory accounts and corporation tax computations Exposure to owner-managed businesses Experience using Sage, Xero and/or QBO (Iris experience beneficial) Strong communication and organisational skills The confidence to make technical decisions and know when to escalate A proactive, organised and client-focused approach Whats on Offer Highly competitive salary Choice of hours from 22 hrs/wk up to full time Hybrid and flexible working Exposure to a broad and varied client base Close working relationship with Partners and Directors Clear progression pathways with associated support A supportive, inclusive culture with a strong sense of purpose Why Apply?

If youre ready to take ownership of client relationships, deepen your technical expertise and build a long-term career in a flexible, forward-thinking firm, this is a fantastic next step.