Lamont Pridmore
Client Portfolio Manager - Practice Accountant - Carlisle
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Lamont Pridmore is looking for an experienced practice accountant to join our Carlisle team!
This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You'll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value.
In addition to a salary of £42,500–£49,500, you'll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.
About Lamont Pridmore
Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area.
For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region.
We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.
The opportunity
As a Client Portfolio Manager, you'll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You'll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future.
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This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.
What you’ll be doing
As Client Portfolio Manager, You Will
- Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
- Plan, prepare and review financial accounts within agreed deadlines and budgets.
- Produce accurate monthly, quarterly and half-yearly management reports.
- Present financial information in a clear, practical way that supports business decisions for clients.
- Identify opportunities to improve tax efficiency and wider business performance.
- Develop strong, lasting relationships through proactive communication and excellent client service.
- Work alongside Managing Directors to enhance internal processes and maintain high standards.
- Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.
Essential Requirements
We're looking for candidates with:
- Previous experience in a client-facing position within an accountancy practice.
- Experience managing a diverse portfolio of clients.
- Strong technical accounting knowledge gained in practice.
- A commercial mindset with the ability to understand the challenges facing SMEs.
- Experience using accounts preparation software.
- Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
- Excellent communication and relationship-building skills with a professional client-centric attitude.
- Strong organisational skills with the ability to prioritise competing deadlines.
- A proactive approach to problem solving and continuous improvement.
- A full UK driving licence.
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Desirable requirements
ACA or ACCA qualification, or equivalent experience within an accountancy practice.
Pay and benefits
Alongside a Competitive Salary, You'll Receive
- £42,500–£49,500 per year.
- Annual performance bonus of up to 17%.
- Paid overtime.
- Time off in lieu.
- Free parking.
- Free financial advice.
- Birthday bacon butties.
- Cycle to work scheme.
- Company pension with auto-enrolment.
Working pattern and location
This is a permanent, full-time office-based position in Carlisle.
Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow.
Some travel to client premises and other Lamont Pridmore offices will be required as part of the role.
Application process
If you're looking to develop your career with a respected independent accountancy practice that values long-term client relationships and high-quality advice, we'd love to hear from you.
Please submit your CV for consideration.
Recruitment process
Stage 1: 20-minute screening interview with Nexstema, acting on behalf of Lamont Pridmore.
Stage 2: Interview with the Hiring Manager.
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