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For Companies At a Glance
- Tasks: Manage a diverse portfolio, provide client advisory, and lead a dynamic team.
- Company: Join a forward-thinking accountancy firm focused on client success and innovation.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients navigate complex financial landscapes.
- Qualifications: ACCA/ACA qualified with 4-5 years in UK Accountancy Practice and team management experience.
- Other info: Be part of a supportive team that values mentorship and personal development.
The predicted salary is between 48000 - 72000 £ per year.
Key Responsibilities
- Your time will be split between Client Advisory (40%), Team Management (30%), and High-Level Technical Work (30%).
- Take full ownership of a diverse portfolio of Limited Companies including VAT compliances.
- Be the face of "Peace of Mind" for our clients. You will handle high-level queries for Limited Companies regarding tax planning, remuneration strategies, business growth, ensuring they understand their numbers without the jargon.
- Proactively identify tax-saving opportunities for clients (e.g., R&D claims, VAT efficiency, Capital Allowances).
Team Leadership & Quality Control
- Oversee the workflow of the accounts department, ensuring all statutory deadlines are met.
- Review Year-End Accounts, CT600s, and VAT returns prepared by the team, providing technical feedback to improve standards.
- Mentor junior staff, helping them progress from compliance processing to advisory roles.
Operational Strategy
- Assist the Founder in refining and documenting internal processes to improve efficiency and profitability.
- Champion the use of cloud technology (Xero, Quickbooks, FreeAgent, Briefcase, Practice Management software) to automate routine tasks.
About You
- We are looking for a fully qualified (ACCA/ACA) accountant with minimum 4-5 years in a UK Accountancy Practice, with at least 2 years managing your own portfolio and a team.
- Craves Ownership: You want to run your portfolio like it’s your own business. You take pride in accuracy and sleep better knowing a job was done properly. You must be a problem solver who can think out of the box.
- Loves Tech: You aren’t scared of AI or automation; you use them to buy back time so you can be super productive and up to date with the latest tech in the market. You should be able to showcase your ability to integrate systems to streamline work where possible.
- Leads with Empathy: You understand that behind every limited company is a person trying to build a life. You can explain complex tax rules in plain English and make sure we educate the client as part of the process.
- Is a Natural Mentor: You will help guide our junior team members and coordinate with team working remotely, ensuring the "Metta Standard" is maintained always.
- Sharp Advisor: Advisory experience related to business structuring, complex group structures, R&D tax credits and similar advisory level work would make you most ideal.
How to Apply
If you are tired of being a cog in a machine and want a role where your work actually impacts people’s lives and you enjoy working with a diverse and super motivated team members then we want to hear from you. Send a CV and a brief cover note telling us about:
- A time you helped a client solve a problem that wasn’t just about "doing the maths".
- The approximate size of the portfolio (GRF or client numbers) you currently manage.
All applications will be treated with the strictest confidence.
Senior Client Portfolio Manager in Harrow employer: Metta Accountants Limited
Contact Detail:
Metta Accountants Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Portfolio Manager in Harrow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Client Portfolio Manager role.
✨Tip Number 2
Show off your skills in interviews! Be ready to discuss your experience with tax planning and team management. Use real examples to demonstrate how you've helped clients and led teams. This is your chance to shine!
✨Tip Number 3
Don’t forget to research the company! Understand their values and how they operate. This will help you tailor your responses during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining us at StudySmarter and making a real impact in the lives of our clients.
We think you need these skills to ace Senior Client Portfolio Manager in Harrow
Some tips for your application 🫡
Show Your Ownership: When writing your application, make sure to highlight how you take ownership of your work. Share examples of how you've managed your own portfolio like it’s your business, and how that pride in accuracy has led to successful outcomes.
Keep It Tech-Savvy: We love tech, so don’t shy away from mentioning your experience with cloud technology and automation tools. Talk about how you've used these to streamline processes and improve productivity in your previous roles.
Empathy is Key: Remember, behind every number is a person! In your cover note, share a story where you explained complex tax rules in simple terms to a client. This shows you can connect with clients and provide that 5 STAR service we value.
Be a Mentor: If you’ve had experience mentoring junior staff, let us know! Share how you’ve helped others grow in their roles and maintained high standards within your team. This will show us you’re the inclusive leader we’re looking for.
How to prepare for a job interview at Metta Accountants Limited
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with your current portfolio and can discuss specific examples of how you've managed it. Be ready to explain how you’ve identified tax-saving opportunities and provided value to your clients.
✨Showcase Your Tech Savvy
Since the role involves using cloud technology, be prepared to discuss your experience with tools like Xero or Quickbooks. Share specific instances where you’ve used technology to streamline processes or improve efficiency in your previous roles.
✨Demonstrate Your Leadership Style
Think about your approach to team management and mentoring. Be ready to share examples of how you’ve guided junior staff and maintained high standards within your team, especially in challenging situations.
✨Communicate Complex Ideas Simply
Practice explaining complex tax concepts in plain English. During the interview, aim to demonstrate your ability to break down jargon for clients, showing that you can lead with empathy and ensure they feel informed and supported.
