Senior Client Portfolio Manager

Senior Client Portfolio Manager wanted for leading Oxfordshire Practice

Senior Client Portfolio Manager
Permanent, Full-Time
Competitive
Wantage or Thatcham

As a Senior Client Portfolio Manager, you will lead your own portfolio of clients and act as a cultural ambassador across the firm. You'll be hands-on in managing client relationships, delivering high-quality work, mentoring others, and supporting the development of our wider practice.
Key Responsibilities

Manage a client portfolio: annual accounts, tax returns, onboarding, ongoing support.

Ensure a high level of client satisfaction and retention.

Lead, mentor and inspire team members, including trainees.

Promote Charlton Baker in the local community and through professional networks.

Meet prospective clients and convert opportunities.

Collaborate across the group to optimise workflows and resources.

Ensure billing, client service, and documentation is accurate and timely.

Required skills

Qualified accountant (ACCA/ICAEW or equivalent experience).

Delivery of high quality, accurate, and timely work.

Strong leadership, team engagement and people development skills.

Commercial judgement - understanding how your portfolio contributes to the firm's success

Excellent relationship management, promoting trust, providing proactive advice and collaborating on clients' business goals.

Values & Behaviours

Lead with integrity, empathy, and resilience.

Communicate clearly and transparently.

Foster collaboration and continuous learning.

Be decisive, adaptable, and always focused on positive impact.

Live our values: radical honesty, real relationships, freedom with responsibility.

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