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For Companies At a Glance
- Tasks: Manage a diverse portfolio of media clients, focusing on audit, accounting, and tax services.
- Company: Join a top 20 accountancy practice in Central London with a stellar reputation.
- Benefits: Enjoy structured career progression to Director level and potential partnership opportunities.
- Why this job: Be part of a dynamic team, develop junior staff, and enhance client relationships in a vibrant sector.
- Qualifications: Must have relevant Accounting Qualifications (ACA or ACCA) and 3-5 years of professional experience.
- Other info: No sponsorship available; experience with media clients is a plus but not mandatory.
The predicted salary is between 43200 - 72000 £ per year.
We are currently working with a top 20 accountancy practice in Central London that is keen to speak with experienced portfolio managers about an opportunity at Management level. Managing a portfolio of predominantly media clients you will be responsible for providing all-round business services to include: 40% Audit, 40% General Accounting services & 20% Tax.
This is a fantastic opportunity to work within a well-renowned firm that can offer structured career progression through to Director level and eventually partner
Role:
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Provide a client-focused service in an efficient and professional manner, in line with relevant legislation, standards and best practice.
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Manage, train & develop junior members of staff on a daily basis.
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Actively promote and market the firm and its services, to attract new clients and retain and develop relationships with existing clients.
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The client portfolio will consist mainly of Media clients along with other mixed sectors.
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Ensure that all work is carried out within budget and the job is finalised to minimise partner review time.
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Delegates appropriately ensuring clear instructions are given and objectives and deadlines set – monitors the workload of Assistant Managers.
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Prepares for and attends review and finalisation meetings with partners and clients.
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Provides a full briefing with clear and specific instructions to staff on a job before it starts, and monitors progress and provides support during the job.
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Carry out all work to ensure it is in line with ISO 9001 procedures.
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Assists with the motivation of all staff and takes an active role in managing issues
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Produce training material and regularly present training to trainees on a variety of topics.
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Take an active role in practice development activities aiming to build on current client relationships and establish new opportunities.
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Assist with billing procedures and debt collection where appropriate and in liaison with client partners.
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Liaises with the client to arrange timetables and diarises deadlines and key events.
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Proactively chase clients and partners to ensure agreed timetables and deadlines are met.
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Monitor the progress of jobs and keep the clients and partners informed of all relevant developments.
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You will have opportunities to gain experience in other service lines such as; investigations & corporate finance.
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Relevant Accounting Qualifications such as ACA or ACCA.
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Experience of working in a professional services environment, managing both people and a portfolio for at least 3-5 years within the UK – No Sponsorship available.
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Experience in Audit, Financial & Management accounts & corporation tax
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Experience with media clients would be advantageous but is not required.
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Excellent client care and service experience
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High level of technical competence.
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Commercially aware and able to apply and communicate technical knowledge in a clear and commercial way.
Accounting Portfolio Manager employer: Levitate Recruitment
Contact Detail:
Levitate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounting Portfolio Manager
✨Tip Number 1
Network with professionals in the accounting and media sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues or clients who can provide insights into the role and the firm.
✨Tip Number 2
Familiarize yourself with the latest trends and challenges in the media sector. This knowledge will not only help you understand your potential clients better but also demonstrate your commitment to the role during discussions.
✨Tip Number 3
Prepare to discuss your experience in managing teams and portfolios. Be ready to share specific examples of how you've successfully led projects, trained staff, and maintained client relationships in previous roles.
✨Tip Number 4
Showcase your understanding of ISO 9001 procedures and how they apply to accounting practices. Being able to articulate your experience with quality management systems will set you apart from other candidates.
We think you need these skills to ace Accounting Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing portfolios, particularly in audit and accounting services. Emphasize any relevant qualifications like ACA or ACCA and showcase your ability to work with media clients if applicable.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the firm. Discuss your experience in managing teams, developing client relationships, and your approach to providing excellent client service.
Showcase Leadership Skills: In your application, provide examples of how you have trained and developed junior staff. Highlight your experience in delegating tasks and managing workloads effectively.
Demonstrate Commercial Awareness: Illustrate your commercial awareness by discussing how you have applied technical knowledge in previous roles. Mention any specific achievements that demonstrate your ability to attract and retain clients.
How to prepare for a job interview at Levitate Recruitment
✨Showcase Your Client-Focused Approach
Make sure to highlight your experience in providing client-focused services. Discuss specific examples where you successfully managed client relationships, particularly in a professional services environment.
✨Demonstrate Leadership Skills
Since the role involves managing and training junior staff, be prepared to share your leadership experiences. Talk about how you've motivated teams, delegated tasks, and ensured that objectives were met.
✨Highlight Technical Competence
Be ready to discuss your technical skills in audit, general accounting, and tax. Provide examples of how you've applied this knowledge in previous roles, especially in relation to ISO 9001 procedures.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle tight deadlines. Prepare scenarios where you successfully managed workloads, met deadlines, and communicated effectively with clients and partners.
