Client Portfolio Managers

🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Cheltenham
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

ACA ACCA Accounts Tax VAT Payroll Cloud Accounting Client Relationship Management

FULL DESCRIPTION

Client Portfolio Managers (Cheltenham Office)

At Cooper Associates we are all about our people. Our people represent our values and help us deliver our vision. We work hard to ensure our team are made up of the Are you a qualified accountant looking for your next challenge?

[Employer hidden — view at passion-project.co.uk] is expanding, and we’re looking for ACA or ACCA qualified Client Portfolio Managers to help build our Cheltenham office. This role offers the opportunity to manage a diverse portfolio of non-audit clients, ensuring seamless accounts, tax, VAT, and payroll services while building strong client relationships.

You’ll be responsible for preparing and reviewing annual accounts and tax computations, ensuring all filings are submitted on time, and maintaining accurate client records throughout the year. Meeting with clients, handling queries, and liaising with HMRC will be key parts of your role, along with confidently using and recommending the latest cloud accounting software. You’ll also help oversee the development of junior team members and identify opportunities for business growth.

If you are client service driven and ready to make an impact, we want to hear from you. Click here to apply now.

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