Senior Client Portfolio Manager

Full-time Permanent Mid-level Senior

Description

We're Charlton Baker, an award-winning, people-first accountancy and advisory firm with a reputation for doing things differently. From our roots in Devizes to supporting clients across the UK, we believe in real relationships, radical honesty, and giving people the freedom to thrive.

This is a client-facing role suited to someone who is confident managing their own portfolio and providing trusted advice across a broad range of accounting, including corporation and personal tax.

You'll be comfortable working autonomously, as well as reviewing, mentoring and developing junior colleagues, and building strong, long-term relationships with clients. Practice experience is essential, along with the technical expertise and commercial awareness needed to deliver an exceptional client experience.

Purpose of the Role

As a Senior Client Portfolio Manager, you will lead your own portfolio of clients and act as a cultural ambassador across Charlton Baker. 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.
• Good experience in Practice.

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.