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

Senior Audit Manager / Client Portfolio Manager

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

  • Tasks: Lead a team managing diverse client portfolios, ensuring efficient audits and quality service.
  • Company: Join a dynamic firm specializing in family-owned businesses with a focus on personal and corporation tax.
  • Benefits: Enjoy flexible hours, hybrid work options, and a supportive environment for career growth.
  • Why this job: Be part of a collaborative culture with varied clients and opportunities for professional development.
  • Qualifications: High technical skills and decision-making ability are essential; experience in audit management preferred.
  • Other info: Work in modern offices with a strong emphasis on employee well-being and social interaction.

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 £5m and £30m generally, with some larger clients up to £50m.

  • 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

Senior Audit Manager / Client Portfolio Manager employer: Knights Lowe

As a Senior Audit Manager at our firm, you will thrive in a dynamic work environment that values flexibility and employee growth. With competitive salary packages, hybrid working options, and a strong focus on professional development, we empower our team to excel while managing a diverse portfolio of clients. Join us to enjoy a supportive culture, modern office practices, and the opportunity to make a meaningful impact on family-owned businesses.
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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 experiences where you managed a team or supervised projects. This is crucial since you'll be overseeing a team of 14 staff.

✨Tip Number 3

Prepare to discuss your technical knowledge in corporation tax and personal tax issues. Being able to provide insights during interviews will set you apart as a candidate.

✨Tip Number 4

Show your proactive approach by sharing examples of how you've improved efficiencies or client services in past roles. This aligns well with the expectations for providing a high level of service.

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

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, especially regarding managing client portfolios and supervising audit teams.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with family-owned businesses, corporation tax, and personal tax issues. Provide specific examples of how you've managed teams and client relationships in the past.

Showcase Leadership Skills: Since this role involves overseeing a team of 14 staff, highlight your leadership and management skills. Discuss any previous experiences where you successfully led a team or improved efficiency in audit processes.

Tailor Your Application: Customize your application materials to reflect the company's values and the specific requirements of the job. Mention your adaptability to flexible working hours and hybrid working arrangements, as these are key aspects of the role.

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 Expertise

The role requires high technical and practical ability, especially regarding corporation tax and personal tax issues. Brush up on relevant tax regulations and be ready to answer technical questions or provide insights into complex scenarios that may arise with family-owned businesses.

✨Prepare for Client Interaction

Client meetings are a key part of this role. Practice how you would present audit findings and advice to clients, particularly those with turnovers between £5m and £50m. Show that you can communicate complex information clearly and build strong client relationships.

✨Emphasize Your Commitment to Training and Development

The job involves ensuring all team members receive the right training and experience. Share your thoughts on mentorship and professional development, and provide examples of how you've supported team members in their growth in previous roles.

Senior Audit Manager / Client Portfolio Manager
Knights Lowe Apply now
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