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Client Accountant / Portfolio Manager

Location: Hybrid remote (Sheffield)
Salary: £25,000 – £31,000 per annum (DOE)
Job Type: Full-time, Permanent

About the Role

Howard James Recruitment are delighted to be working with a forward-thinking accountancy firm who are looking for two Client Accountants / Portfolio Managers to join their growing team.

In this role, you’ll take full ownership of your own portfolio of limited companies and sole traders. You’ll be supported by a dedicated bookkeeper, VAT specialist, and admin team, allowing you to focus on building strong client relationships and delivering accurate, compliant accounts.

This is a fantastic opportunity for someone who thrives in a modern, flexible environment where initiative is encouraged, and jargon is left at the door!

Key Responsibilities

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Manage your own portfolio of clients (Limited Companies & Sole Traders)

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Act as the main point of contact for client queries, emails, and calls

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Review bookkeeping and prepare year-end adjustments and journals

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Produce accounts to filing stage, liaising with VAT and admin teams

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Maintain professional and long-term client relationships

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Ensure all work is accurate, compliant, and delivered within deadlines

What We’re Looking For

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Minimum 2 years’ experience within a UK accountancy practice (essential)

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Confident preparing accounts for Ltd companies and sole traders from TB to final

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AAT Level 4, ACCA part-qualified, or qualified by experience

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Strong working knowledge of QuickBooks, Excel, and other cloud systems

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Excellent communication skills and a client-focused approach

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Organised, proactive, and comfortable managing your own workload

What’s on Offer

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Competitive salary: £25,000 – £31,000 (depending on experience)

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Flexible hours with hybrid/remote working options

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Support from in-house bookkeeping, VAT, and admin teams

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Modern systems and tech-driven processes (QuickBooks, BrightManager, BrightPay)

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No micromanagement or red tape – just trust and flexibility

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Genuine opportunities for career progression in a growing business

Perks & Benefits

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Casual dress

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Company pension

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Free parking & gym membership

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Excellent transport links

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Work from home flexibility

How to Apply

If you’ve got solid practice experience, can confidently manage your own portfolio, and are looking for a modern, supportive team where your input really matters – we’d love to hear from you.

Apply today with Howard James Recruitment – and let’s start the conversation