Client Portfolio Manager in London

Client Portfolio Manager in London

London Full-Time 42750 - 52250 Β£ / year (est.) Home office (partial)
Handpicked Recruitment Limited

At a Glance

  • Tasks: Manage client portfolios, prepare accounts, and build strong client relationships.
  • Company: Established mid-tier accountancy firm in North London with a collaborative culture.
  • Benefits: Competitive salary, professional development, and exposure to senior partners.
  • Other info: Dynamic environment with opportunities for coaching and career advancement.
  • Why this job: Join a growing team and make a real impact on diverse client businesses.
  • Qualifications: ACA or ACCA qualified, with at least three years' experience in UK accountancy.

The predicted salary is between 42750 - 52250 Β£ per year.

Location: North London

Firm: Established three-partner accountancy practice and member of a Top 20 accountancy network

Employment type: Permanent, full-time

Salary: Competitive, dependent on experience

Our client is an established mid-tier accountancy firm based in North London, providing accounting, tax and business advisory services to a diverse portfolio of owner-managed businesses, SMEs and private clients. As part of a Top 20 accountancy network, the firm combines the resources and technical expertise of a leading national organisation with the collaborative culture and partner exposure of an independent practice.

Due to continued growth, they are looking to appoint an Accounts Senior to join their expanding team.

Responsibilities

  • Manage a portfolio of owner-managed businesses, SMEs and private clients
  • Prepare statutory accounts for limited companies, partnerships and sole traders
  • Prepare corporation tax computations and returns
  • Prepare and review VAT returns, bookkeeping and management accounts
  • Build strong client relationships and act as a key point of contact for day-to-day queries
  • Liaise directly with clients to obtain accounting records and resolve outstanding matters
  • Support clients with cloud accounting software and process improvements
  • Assist with forecasts, cash flow reporting and management information where required
  • Review the work of junior team members and provide coaching and support
  • Work closely with Managers and Partners to deliver a high standard of client service

Requirements

  • ACA or ACCA qualified, part-qualified or qualified by experience
  • At least three years' experience within a UK accountancy practice
  • Strong experience preparing statutory accounts under UK GAAP
  • Experience preparing corporation tax computations and returns
  • Previous responsibility for managing or supporting a portfolio of clients
  • Confident communicator with strong client relationship skills
  • Well organised with the ability to manage multiple deadlines
  • Experience with cloud accounting software such as Xero, QuickBooks, Sage, IRIS or CCH would be advantageous
  • Previous experience reviewing junior team members' work would be beneficial

Client Portfolio Manager in London employer: Handpicked Recruitment Limited

Join a dynamic finance team that values collaboration and professional growth, offering a hybrid working model that promotes work-life balance. As a Finance Assistant, you'll benefit from a supportive work culture that encourages continuous learning and development, while contributing to meaningful financial processes in a fast-paced environment. With competitive remuneration and the opportunity to enhance your skills, this role is perfect for those seeking a rewarding career in finance.

Handpicked Recruitment Limited

Contact Details:

Handpicked Recruitment Limited Recruitment Team

We think you need these skills to ace Client Portfolio Manager in London

ACA or ACCA qualification
Experience in UK accountancy practice
Preparation of statutory accounts under UK GAAP
Preparation of corporation tax computations and returns
Client portfolio management
Strong client relationship skills
Cloud accounting software (Xero, QuickBooks, Sage, IRIS, CCH)