Assistant Client Portfolio Manager

Michael Page
Taunton, Somerset
£30000 - £38000 per annum + Benefits
10 May 2023
07 Jun 2023
JN -052023-6045690
Mark Bailey
Job role
Contract type
Full time
Experience level
Newly qualified

A superb opportunity for a recently qualified professional looking to progress and step in level and responsibility has arisen working with a highly regarded and successful firm of chartered accountants based in Taunton. You will join as an Assistant Client Portfolio Manager as a key addition within this growing office taking on the management and delivery of wide ranging services to a mixed and varied client base.

Client Details

Based in Taunton this growing accountancy practice has an excellent reputation. The firm acts for very wide ranging clients in sectors, turnovers and industries and offers a clear career path and opportunity to progress for accounting professionals looking to develop within their careers Highly competitive salaries, benefits, flexitime and hybrid working is also on offer.


Joining as an Assistant Client Portfolio Manager you will take on increasing management responsibilities working closely with Directors/Partners as go to support alongside delivering wide ranging year end accounts/tax and wider services to a wide spectrum of clients sole traders, partnerships and limited companies, into the millions in turnover, to corporate clients, SMEs and OMBs with turnovers up to the audit threshold on larger clients. You will take on the management of delivery of services with a team of professional support staff around you to help deliver a quality service. Your portfolio will focus on accounts, tax and other general accountancy practice services and added value planning and project work. Clients are varied in sector and you will have opportunity to really carve a key career move in this firm, developing client relationships and delivering on wide ranging projects, working with the wider team.


You will be ACA, ACCA qualified with a background gained within the accountancy practice sector with skills across any of year end accounts preparation, audit, tax etc and wider ranging general accountancy practice services provision. You may be a recently qualified professional looking to progress and step in level and responsibility and you will be looking to further your accountancy practice career within a leading firm of regional chartered accountants.

Job Offer

Circa £30,000 - £38,000 dependent on the background, level and experience of the right professional. Please apply online, or for an initial, confidential discussion to find out more please contact Mark Bailey on 01179 271452.

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