Accounts Senior

Accounts Senior / Client Portfolio Manager

Carlisle

Salary: £35,000 - £50,000 per annum + up to 15% annual performance bonus

Permanent, Full-Time

Are you an experienced Accounts Senior or Client Accountant looking for your next opportunity within an established and highly regarded accountancy practice?

Regional Recruitment are recruiting for an Accounts Senior / Client Portfolio Manager to join an established, award-winning accountancy practice with offices in Carlisle.

This is an excellent opportunity for an experienced practice accountant to take ownership of an established portfolio of clients, combining strong technical accounting expertise with commercial insight to help businesses make informed financial decisions. You will work closely with management and owners, acting as a trusted adviser and building long-term client relationships. The role offers a varied workload, combining statutory accounts, management reporting, client meetings and commercial advisory work. The successful candidate will have the opportunity to make a genuine contribution to their clients'' business success, providing practical advice that goes beyond traditional compliance services. Alongside a competitive salary, you will also be eligible for an annual performance bonus, recognising your contribution to exceptional client service and business performance.

What''s on Offer:

• Competitive salary of £30,000-£50,000, depending on experience
• Annual performance bonus of up to 15%
• Permanent, full-time position
• Paid overtime
• Time off in lieu
• Free parking
• Free financial advice
• Birthday breakfast treats
• Cycle to work scheme
• Company pension with auto-enrolment
• Opportunity to manage an established portfolio of clients
• Supportive working environment within an established accountancy practice
• Opportunity to develop long-term client relationships and provide commercial business advice

Qualifications

Essential:

• Previous experience in a client-facing role within an accountancy practice
• Experience managing a varied portfolio of clients
• Strong technical accounting knowledge gained within an accountancy practice
• A good commercial understanding of the challenges facing SMEs
• Experience using accounts preparation software
• Good working knowledge of cloud accounting software, including Xero, Sage and QuickBooks
• Excellent written and verbal communication skills
• Strong client relationship-building skills and a professional, client-focused approach
• Excellent organisational and time-management skills
• Ability to manage competing priorities and meet deadlines
• A proactive approach to problem-solving and continuous improvement
• Full UK driving licence

Desirable:

• ACA or ACCA qualified, or equivalent experience within an accountancy practice
• Experience advising owner-managed and family-run businesses
• Experience providing commercial advice alongside traditional accountancy services

Roles & Responsibilities

• Managing an established portfolio of owner-managed and family-run businesses, acting as their main point of contact and delivering a high-quality service
• Planning, preparing and reviewing statutory financial accounts within agreed deadlines and budgets
• Producing accurate monthly, quarterly and half-yearly management reports
• Presenting financial information clearly and practically to help clients make informed business decisions
• Interpreting financial performance and supporting clients with their future business planning
• Identifying opportunities to improve tax efficiency and wider business performance
• Building strong, lasting client relationships through proactive communication and excellent service
• Working alongside Managing Directors to improve internal processes and maintain high professional standards
• Identifying opportunities to grow the client portfolio through referrals, networking and developing existing relationships
• Providing practical commercial advice to support clients'' business objectives

Requirements

As an Accounts Senior / Client Portfolio Manager, you will be organised, commercially minded and client-focused, with the confidence to manage your own portfolio of clients independently while delivering an excellent standard of service.

You will have previous experience working within an accountancy practice, strong technical accounting knowledge and the ability to communicate financial information clearly to business owners.

The successful candidate will be comfortable managing competing deadlines, building trusted client relationships and identifying opportunities to add value beyond traditional compliance work.

We are looking for someone who is proactive, approachable and committed to delivering excellent client service, with a genuine interest in understanding the commercial challenges facing SMEs and helping businesses achieve their objectives.

About the Employer

This opportunity is with an established and award-winning accountancy practice providing accountancy, tax and business advisory services to businesses across Cumbria and the surrounding areas.

With more than 30 years of experience, the firm has developed a strong reputation for supporting owner-managed and family-run businesses through practical commercial advice and traditional accountancy services.

The business places great importance on building long-term client relationships and delivering a high standard of service through an experienced senior leadership team and dedicated professional workforce.

Working Pattern and Location

This is a permanent, full-time, office-based position based in Carlisle.

Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow.

Some travel to client premises and other office locations will be required as part of the role.

About Regional Recruitment

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.

If this Accounts Senior/Client Portfolio Manager role is right for you, click to apply below. Alternatively call Ellie-Rose in the Commercial Team for more information on (phone number removed).