Client Portfolio Manager

Responsibility: Responsible for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies.

Team Development: Ensure the staff under your responsibility are mentored, developed, and helped to thrive.

Client Details: The client is a reputable and leading independent firm with a clear appraisal and development path, allowing for progression through the ranks based on performance. They provide a comprehensive range of business services, including interesting and complex advisory work.

Description:

• Consistently manage a varied portfolio of clients, including the completion/review of annual accounts and tax computations, and reviewing VAT returns completed by junior staff.
• Conduct planning meetings with junior staff to relay client knowledge and deadlines, ensuring all accounts and tax returns are filed with the relevant authorities on time.
• Plan your team\’s workload to achieve the firm\’s expected turnaround for jobs.
• Arrange pre-year-end meetings with clients.
• Ensure clients\’ accounting records are maintained accurately and provide management figures as required.
• Attend client meetings and build relationships to become the main point of contact for your portfolio.
• Communicate confidently with clients about software options relevant to their needs.
• Understand and adhere to internal software and procedures.
• Promote and ensure best practices are followed for all compliance matters.
• Assist in the completion/review of quarterly VAT returns and filing at HMRC in line with making tax digital.
• Proactively deal with client queries and cover advice with partners before forwarding to clients.
• Review external communications and liaise with the Partner on advisory matters. Liaise with clients and HMRC on portfolio matters.
• Oversee the day-to-day management of the department, including assigning work to staff members.
• Take responsibility for job performance and recoveries, identifying training needs within the team to develop staff towards their career goals.
• Undertake staff appraisals for direct reports.
• Represent the firm externally at various networking events and build relationships in local communities.
• Contribute to or manage internal projects that may not be directly related to portfolio management.
• Assist with administrative duties as required by the firm.
• Effectively manage the financial aspects of the portfolio and maintain control of the WIP level.
• Collaborate with your department and the rest of the firm, delegating appropriate tasks to staff to further their development.

Profile:

• Preferred ACA/ACCA qualified.
• Flexible and approachable under pressure.
• Proactive, tenacious, and shows initiative at all times.
• Excellent attention to detail and a high degree of accuracy.
• Ability to communicate confidently, clearly, and effectively at all levels, ensuring the partner is aware of any client issues.
• Ability to work closely with other team members and management.
• A learning mindset with the ability to receive feedback and implement corrective advice to achieve key objectives and service delivery.
• High level of professionalism to deliver client service excellence.
• Ability to build excellent relationships with colleagues through role model behavior in line with the Firm\’s culture and strategic objectives.
• Ability to multitask and meet deadlines when required.
• Effective delegation and time management skills.
• Understand when to escalate technical or client experience issues to the partner or support specialists.

Job Offer:

• Competitive Salary of up to £65,000 DOE
• Flexible and hybrid working options
• Parking on site

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