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Our client is a forward-thinking accountancy and advisory firm, working with a diverse portfolio of entrepreneurial clients and they are now looking for an experienced Senior Accountant / Client Portfolio Managerto join their growing team based in Central London near Chancery Lane. We are NOT looking for a Producer, experience of supervising and reviewing accounts is a key requirement.
The Role
AsClient Portfolio Manager, you will be responsible for the smooth management of a portfolio of non-audit clients, ensuring timely and accurate delivery of services. Working closely with internal staff, outsourcing partners, and contractors, you will oversee the review and delivery of year-end accounts, tax returns, and payroll services.
You will act as the first point of contact for your clients and ensure that the Partner's involvement is reserved for key or high-level matters.
Key Responsibilities
- Manage a portfolio of non-audit clients, ensuring high-quality service and timely delivery
- Oversee preparation and review of accounts, corporation tax returns, and personal tax returns
- Coordinate workflows between internal teams, contractors, and outsourced partners
- Review working papers and outputs ahead of Partner sign-off
- Oversee delivery of London-based payrolls
- Manage day-to-day client communications
- Apply firm policies and systems consistently across all work
- Minimise Partner involvement in operational tasks
- Contribute to billing and client satisfaction targets
- Support and develop junior staff and outsourced team members
- Liaise with HMRC and clients on technical or compliance queries in line with firm policy
This is a great opportunity for a motivated individual with strong leadership and technical review skills to take ownership of a mixed portfolio and contribute to the firm's wider success. Interviews are ongoing so apply now.
