Senior Audit Manager / Client Portfolio Manager
Senior Audit Manager / Client Portfolio Manager

Senior Audit Manager / Client Portfolio Manager

Bury St Edmunds Full-Time 48000 - 72000 £ / year (est.)
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At a Glance

  • Tasks: Lead a team managing diverse client portfolios and ensure efficient audit processes.
  • Company: Knights Lowe is a supportive firm focused on collaboration and professional growth.
  • Benefits: Enjoy flexible hours, hybrid work options, and a strong employee support program.
  • Why this job: Join a dynamic team, work with innovative technology, and build meaningful client relationships.
  • Qualifications: High technical ability and decision-making skills are essential; experience in audit management preferred.
  • Other info: Work with clients ranging from GBP5m to GBP50m in turnover.

The predicted salary is between 48000 - 72000 £ per year.

As a Senior Audit Manager, you will be responsible for managing a large portfolio of clients, mainly family-owned limited company clients, dealing with the corporation tax and personal tax issues of the directors and owners of the business.

You will be working at a senior level above four client managers and be responsible for all special work on those clients, as well as controlling the costs and efficiencies of a team of 14 staff., * Organising the allocation of the correct staff on the right job.

  • Supervising the audit work and ensuring the audit team meets the deadlines and jobs are completed efficiently.

  • Reviewing files and reporting to the Client Director.

  • Attending client meetings with the annual file.

  • Advising the clients on ALL aspects of their affairs.

  • Ensuring all team members get the right training and experience.

  • Take responsibility for the quality of the files and completeness of the advice given to clients generally.

  • Providing an interactive and pro-active level of service.

  • Dealing with clients with a turnover between GBP5m and GBP30m generally, with some larger clients up to GBP50m.

  • Preparing tender documents for new clients.

High technical and practical ability, and able to make decisions are essential attributes.

The salary package will be competitive, depending upon the level of qualification and experience. As a firm we offer flexible working hours, built around our core hours of 10am 4pm with hybrid working available. We will offer you support throughout your time with us, and you will have an opportunity to progress and develop where applicable.

  • Flexible working hours

  • Hybrid working with fully hosted systems

  • Progression opportunities

  • Employee Assistant Programme

  • Varied and successful clients, client contact and interaction

  • Modern offices and working practices

  • Social

Why Join Us?

At Knights Lowe, we pride ourselves on creating a supportive and collaborative work environment. You ll be part of a team that values your expertise and ensures you re always backed by experienced colleagues. With opportunities to work at the forefront of cloud technology and build meaningful client relationships, this role offers both professional growth and job satisfaction.

Senior Audit Manager / Client Portfolio Manager employer: Knights Lowe

At Knights Lowe, we are committed to fostering a supportive and collaborative work environment that empowers our employees. As a Senior Audit Manager, you will enjoy flexible working hours and hybrid options, allowing for a healthy work-life balance while engaging with a diverse portfolio of clients. With ample opportunities for professional growth, modern office practices, and a strong emphasis on team collaboration, we ensure that your expertise is valued and your career can flourish.
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Contact Detail:

Knights Lowe Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Audit Manager / Client Portfolio Manager

✨Tip Number 1

Make sure to highlight your experience with family-owned businesses and your understanding of their unique challenges. This will show that you can relate to the clients you'll be managing.

✨Tip Number 2

Demonstrate your leadership skills by discussing any previous experience managing teams or projects. This is crucial since you'll be overseeing a team of 14 staff members.

✨Tip Number 3

Prepare to discuss your technical knowledge in corporation tax and personal tax issues. Being able to provide insightful advice will set you apart from other candidates.

✨Tip Number 4

Familiarize yourself with the latest cloud technologies and how they can enhance client interactions. This aligns with the firm's focus on modern working practices and will demonstrate your forward-thinking approach.

We think you need these skills to ace Senior Audit Manager / Client Portfolio Manager

Client Relationship Management
Audit Supervision
Taxation Knowledge (Corporation and Personal Tax)
Team Leadership
Staff Allocation and Management
File Review and Quality Control
Deadline Management
Training and Development
Decision-Making Skills
Proactive Client Advisory
Tender Document Preparation
Financial Analysis
Communication Skills
Problem-Solving Skills
Adaptability to Hybrid Working

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Senior Audit Manager position. Understand the responsibilities, such as managing client portfolios and supervising audit work, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with family-owned businesses, corporation tax, and personal tax issues. Mention any previous roles where you managed teams or client portfolios to showcase your leadership skills.

Showcase Technical Skills: Demonstrate your high technical and practical ability in your application. Include specific examples of decisions you've made in past roles that had a positive impact on clients or team efficiency.

Express Your Interest in Growth: Mention your enthusiasm for professional development and how you align with the company's values of support and collaboration. Highlight your desire to progress within the firm and contribute to its success.

How to prepare for a job interview at Knights Lowe

✨Showcase Your Leadership Skills

As a Senior Audit Manager, you'll be overseeing a team of 14 staff. Highlight your previous experience in managing teams, allocating tasks effectively, and ensuring deadlines are met. Be prepared to discuss specific examples where you successfully led a team through challenging projects.

✨Demonstrate Technical Proficiency

This role requires high technical and practical ability. Brush up on the latest corporation tax and personal tax regulations, especially those relevant to family-owned businesses. Be ready to answer technical questions and provide insights into how you would handle complex tax issues.

✨Prepare for Client Interaction Scenarios

Client meetings are a key part of this role. Think about how you would approach advising clients on their affairs. Prepare to discuss your experience in building client relationships and how you ensure a proactive level of service.

✨Emphasize Your Commitment to Team Development

The job involves ensuring that all team members receive the right training and experience. Share your thoughts on mentoring and developing junior staff, and provide examples of how you've contributed to team growth in your previous roles.

Senior Audit Manager / Client Portfolio Manager
Knights Lowe Apply now
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  • Senior Audit Manager / Client Portfolio Manager

    Bury St Edmunds
    Full-Time
    48000 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-13

  • K

    Knights Lowe

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