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- Tasks: Manage client portfolios, oversee service delivery, and prepare accounts and tax returns.
- Company: Join a forward-thinking accountancy practice known for helping clients plan for the future.
- Benefits: Enjoy 25 days holiday plus an extra 5 days holiday incentive scheme.
- Why this job: Be part of a structured yet down-to-earth culture in a fast-paced environment.
- Qualifications: Must have experience as a Client Portfolio Manager in an accountancy practice.
- Other info: Located in Hatfield, with a focus on professional growth and client satisfaction.
The predicted salary is between 46200 - 66000 £ per year.
Salary: £55,000
Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri - 9.00am - 5.00pm
MUST HAVE: Experience as a Client Portfolio Manager in an Accountancy Practice
What you want to know about this employer:
- Forward thinking Accountancy practice renowned for their ability to help clients plan for the future
- Extremely well organised structured business with a professional yet very down to earth culture
Purpose of role:
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery.
Responsibilities:
- Plan the workload for the accounts team using the team planner.
- Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
- Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement).
- Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
- Preparation of personal tax computations and self-assessment tax returns.
- Preparation of statutory accounts using the IRIS system.
- Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
- Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
- Prepare the accounts report to be sent to the client upon completion of a job.
- Be the main point of contact for clients within the portfolio.
- Provide necessary support and training to all other team members as required to help them to develop their skills.
- Keeping up to date with relevant legislation and accounting standards.
- Supervising the preparation of Management Accounts.
- Tailoring the Management Accounts templates to meet individual client needs.
- Preparation of budgets and forecasts on behalf of clients.
- Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients.
- Attending and running client Board view meetings.
Attributes:
- Qualified or Part qualified Accountant.
- Minimum of 3 years managing a busy client portfolio.
- Main point of contact for clients, understanding their needs and ensuring satisfaction.
- Works with precision, good attention to detail and extremely high standards.
- Driven and motivated to support company growth, upselling services and onboarding new clients.
Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield. We are working on behalf of our client to find suitable candidates for this opportunity.
Contact Detail:
Crisp Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as IRIS and SAGE. Being able to demonstrate your proficiency in these systems during the interview can set you apart from other candidates.
✨Tip Number 2
Research the company culture and values of the accountancy practice. Prepare examples of how your work ethic and approach align with their professional yet down-to-earth environment, as this will help you connect with the interviewers.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios in detail. Be ready to share specific examples of how you've successfully met client needs and ensured satisfaction, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on current legislation and accounting standards relevant to the role. Showing that you are proactive about your professional development can impress potential employers and demonstrate your commitment to the field.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Client Portfolio Manager, especially within an accountancy practice. Use specific examples that demonstrate your ability to manage client portfolios effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your relevant experience, your approach to client management, and how you can contribute to their forward-thinking culture.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, precision in work, and your ability to meet deadlines. These are crucial for the responsibilities outlined in the job description.
Showcase Your Achievements: Include specific achievements from your previous roles that demonstrate your success in managing client portfolios, preparing accounts, and ensuring client satisfaction. Quantify your successes where possible.
How to prepare for a job interview at Crisp Recruitment Ltd
✨Showcase Your Portfolio Management Experience
Make sure to highlight your previous experience as a Client Portfolio Manager, especially in an accountancy practice. Be prepared to discuss specific examples of how you've successfully managed client portfolios and delivered exceptional service.
✨Demonstrate Your Understanding of Client Needs
During the interview, emphasise your ability to understand and meet client needs. Share instances where you have tailored services or solutions to enhance client satisfaction, showcasing your proactive approach.
✨Prepare for Technical Questions
Expect questions related to accounting standards, tax computations, and the IRIS system. Brush up on relevant legislation and be ready to discuss how you stay updated with changes in the industry.
✨Exhibit Team Leadership Skills
Since the role involves supporting and training team members, be prepared to talk about your leadership style. Share examples of how you've mentored others and contributed to team development in your previous roles.
