Client Portfolio Manager

Join a Practice That Grows With You

Are you an experienced accountant with a passion for rural business? Our client, a well-established and forward-thinking accountancy practice in Dorset, is looking for a Client Portfolio Manager to join their expanding team. With a strong reputation in the agricultural and rural business sector, this firm combines deep sector expertise with a commitment to exceptional client service and professional development.
As a Client Portfolio Manager, you'll take the lead on a diverse portfolio of agricultural clients-offering expert advice, building lasting relationships, and delivering tailored accounting and tax solutions. This is a client-facing, strategic role where your commercial insight and leadership will make a real impact.

You'll also play a key role in mentoring junior team members, helping them grow while contributing to the firm's continued success.
What You'll Be Doing

• Managing your own portfolio of rural and agricultural clients.
• Providing hands-on support with accounting, tax compliance, and planning.
• Reviewing and preparing statutory accounts, tax returns, and management reports.
• Acting as a trusted advisor-offering strategic insights and solutions.
• Identifying opportunities to add value through proactive advisory services.
• Mentoring and developing junior colleagues.
• Collaborating across departments to ensure seamless client service.

What We're Looking For

• ACA or ACCA qualified, with solid post-qualification experience in practice.
• Strong knowledge of the agricultural sector and rural business needs.
• Proven ability to manage client relationships and deliver high-quality service.
• Excellent communication skills and a client-first mindset.
• Commercially savvy with a proactive, problem-solving approach.
• A natural mentor who enjoys supporting and challenging others to grow.
• Comfortable in a fast-paced, collaborative environment.

What's in It for You

• Competitive salary and benefits package.
• A respected and growing practice with a strong rural client base.
• A supportive, inclusive, and forward-thinking team culture.
• Flexible working arrangements to support work-life balance.
• Clear opportunities for career progression and personal development.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you but you are looking for a new position, please contact Lorna Pilling directly on for a confidential discussion on your career.

Please note: All applicants must have the right to work in the UK, as we cannot provide sponsorship for this role. #