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Client Portfolio Lead

Up to £55,000 - dependent on experience

Hybrid and flexible working - Fylde Coast

Excellent benefits

Practice environment with a modern mindset

This is more than just a portfolio manager role. It's a genuine mix of client ownership, accounts work, internal coordination, and compliance oversight - ideal for a practice-trained accountant who enjoys working closely with clients but still wants to stay involved in delivery and standards.

You'll be the named contact for a portfolio of clients, overseeing service, reviewing work, liaising with internal teams, and ensuring everything remains compliant and on time.

What you'll be doing:

Managing a portfolio of clients across varied sectors

Acting as the main point of contact for client advice and service coordination

Reviewing accounts and tax work prepared by the team (with some hands-on involvement)

Ensuring internal processes and regulatory standards are followed

Collaborating with payroll, tax, accounts and onboarding teams

Supporting and guiding more junior colleagues

Spotting opportunities to improve service and efficiency

What we're looking for:

ACA/ACCA qualified or QBE, with practice background

Comfortable managing client portfolios and queries

Strong grasp of compliance requirements within professional services

Confident communicator who enjoys client interaction and internal teamwork

Commercially aware and capable of balancing service with efficiency

Why apply?

A genuinely hybrid role with flexible working options

Work in a values-led firm with a modern, people-focused culture

Real autonomy with variety across technical work and client service

A clear progression path for the right person

INDEP