At a Glance
- Tasks: Manage a diverse portfolio of clients and provide proactive accounting and advisory services.
- Company: Join a growing accountancy practice with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career advancement in a dynamic and collaborative setting.
- Why this job: Make a real impact by helping businesses thrive and grow.
- Qualifications: Experience in client management and strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
Location: Harrow
Salary: £55 - 65K
Reports To: Partner / Director
About the Role
We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our client who owns a growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services. The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients' businesses.
Key Responsibilities
- Portfolio Management
- Manage a diverse portfolio of clients across various sectors.
- Act as the primary point of contact for clients, building and maintaining strong professional relationships.
- Ensure timely delivery of accounts, tax returns, and advisory services.
- Monitor workflow and deadlines to ensure compliance with statutory requirements.
- Conduct regular client meetings to discuss business performance, tax planning, and future objectives.
Accounts Tax
- Review statutory accounts prepared under UK GAAP and FRS 102/FRS 105.
- Review corporation tax returns and associated computations.
- Review self-assessment tax returns.
Portfolio Manager / Client Manager employer: Rapid Recruitment Services Ltd
Join a dynamic and supportive accountancy practice in Harrow, where your expertise as a Client Manager / Portfolio Manager will be valued and nurtured. With a strong emphasis on professional development, our collaborative work culture encourages innovation and growth, allowing you to build lasting relationships with a diverse portfolio of clients while enjoying competitive benefits and a healthy work-life balance.
Contact Details:
Rapid Recruitment Services Ltd Recruitment Team
