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Sumer Law Logo Sumer Law · Finance

Client Portfolio Assistant Manager

United Kingdom, Bath · Job Posted January 18, 2026
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Job Description

As a Client Portfolio Assistant Manager at Monahans, you’ll play a key role in managing client relationships, overseeing accounts preparation, and ensuring high-quality service delivery. This role offers the opportunity to work closely with partners, support the development of junior team members, and contribute to the continued success of a leading accountancy firm.

Job Responsibility

  • Maintain a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Analyse, interpret and audit the range of data supplied by clients
  • Produce draft year end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produce and ensuring clear cross referencing
  • Complete basic tax computations
  • Complete details schedules for each set of accounts to ensure the analysis is correct and logical as required
  • Work with the partner to plan, manage and prioritise work, deadlines and requirements providing information for billing purposes
  • Work as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences
  • Ensure each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback
  • Ensure work is conducted to the correct standard and accounts preparation is accurate and meaningful for the type of industry

Requirements

  • AAT/ACA/ACCA qualified or qualified by experience
  • Demonstrable experience preparing statutory accounts and corporate tax computations
  • Strong analytical and problem-solving skills
  • Ability to manage multiple clients and deadlines effectively

Nice to have

  • Builds and maintains strong client relationships, ensuring clear communication and problem resolution
  • Has a keen eye for detail, able to analyse and interpret financial data accurately
  • Enjoys mentoring and supporting junior team members, providing guidance and constructive feedback
  • Works collaboratively within a team, while also being able to manage your own workload efficiently
  • Takes a proactive approach to planning and meeting deadlines, ensuring all work is completed to the highest standard

What we offer

  • Competitive salary with regular benchmarking and merit-based reviews
  • Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program
  • Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave
  • Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme
  • Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme
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