We’re Charlton Baker, an award-winning, people-first accountancy and advisory firm with a reputation for doing things differently. From our roots in Devizes to supporting clients across the UK, we believe in real relationships, radical honesty, and giving people the freedom to thrive.
We’re looking for a Senior Client Portfolio Manager to join #TeamCB - someone who enjoys being the person clients trust, teammates rely on, and the business grows around. You’ll take ownership of a varied client portfolio, support the development of others, and play an active role in shaping how we deliver great work as we continue to grow.
Location: Bristol Clifton, 2-3 days per week
Hours: 37.5 hours per week
Salary: £43,000 - £45,000
Contract length: Permanent
Purpose of the Role
As a Senior Client Portfolio Manager, you will lead your own portfolio of personal tax clients and act as a cultural ambassador across Charlton Baker. You’ll be hands-on in managing client relationships, delivering high-quality personal tax advice and compliance services, mentoring others, and supporting the development of our wider tax practice.
Key Responsibilities
- Manage a portfolio of personal tax clients: annual self-assessment tax returns, tax planning, onboarding, and ongoing support.
- Provide proactive tax advice to individuals, including high-net-worth clients, business owners, and families.
- Ensure a high level of client satisfaction and retention through excellent service and communication.
- Lead, mentor, and inspire team members, including trainees and junior tax staff.
- Promote Charlton Baker's personal tax services in the local community and through professional networks.
- Meet prospective personal tax clients and convert opportunities.
- Collaborate across the group to optimise workflows and resources, especially between tax and accounts teams.
- Ensure billing, client service, and documentation is accurate and timely, in line with regulatory requirements.
Required skills
- Qualified tax professional (CTA, ATT, ACCA/ICAEW with significant personal tax experience, or equivalent).
- Corporate Tax experience an advantage
- Delivery of high quality, accurate, and timely work.
- Demonstrated expertise in personal tax compliance and advisory work.
- Strong leadership, team engagement and people development skills.
- Commercial judgement - understanding how your portfolio contributes to the firm's success.
- Excellent relationship management, promoting trust, providing proactive advice, and collabortating on clients' personal financial goals.
Values & Behaviours
- Lead with integrity, empathy, and resilience.
- Communicate clearly and transparently.
- Foster collaboration and continuous learning.
- Be decisive, adaptable, and always focused on positive impact.
- Live our values: radical honesty, real relationships, freedom with responsibility.
You’ll be part of a friendly, ambitious team where you’re trusted to do your best work and supported to grow. We offer clear development pathways, flexible working, and a culture built on respect, collaboration, and genuine care - for our clients and each other.
Find out more about us, our culture, and this role on our website.
Ready to apply? Just send us a CV
We don’t use AI to screen applications - every CV is read by a real person. We’d love to hear your genuine voice, so please make sure your CV is personal to you and tailored to this role.
Accessibility & Inclusion
We know that everyone needs different things to do their best in a recruitment process. We want to give everyone the chance to shine, and we’re committed to making our process as inclusive and accessible as possible.
That’s why we do a few things as standard, including:
- Sharing interview questions in advance so you can prepare your thoughts.
- Being clear about what to expect and what we’re looking for at each stage of the process.
- Offering a choice between video and in-person interviews.
If there’s anything else that would help you show us your best self, just let us know. We’ll always do our best to accommodate what works for you.
Job Types: Full-time, Permanent
Pay: £43,000.00-£45,000.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee mentoring programme
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free parking
- Health & wellbeing programme
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Work from home
Work Location: Hybrid remote in Clifton BS8 2QX
