At a Glance
- Tasks: Manage a diverse portfolio of clients and ensure timely delivery of high-quality accounting services.
- Company: Forward-thinking accountancy firm in Central London with a focus on entrepreneurial clients.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Great opportunity for career growth and ongoing interviews, so apply now!
- Why this job: Take ownership of client portfolios and make a real impact in a growing firm.
- Qualifications: Experience in supervising accounts and strong leadership skills required.
The predicted salary is between 55000 - 65000 £ per year.
Our client is a forward-thinking accountancy and advisory firm, working with a diverse portfolio of entrepreneurial clients and they are now looking for an experienced Senior Accountant / Client Portfolio Manager to join their growing team based in Central London near Chancery Lane. We are NOT looking for a Producer; experience of supervising and reviewing accounts is a key requirement.
The Role
As Client Portfolio Manager, you will be responsible for the smooth management of a portfolio of non-audit clients, ensuring timely and accurate delivery of services. Working closely with internal staff, outsourcing partners, and contractors, you will oversee the review and delivery of year-end accounts, tax returns, and payroll services. You will act as the first point of contact for your clients and ensure that the Partner's involvement is reserved for key or high-level matters.
Key Responsibilities
- Manage a portfolio of non-audit clients, ensuring high-quality service and timely delivery
- Oversee preparation and review of accounts, corporation tax returns, and personal tax returns
- Coordinate workflows between internal teams, contractors, and outsourced partners
- Review working papers and outputs ahead of Partner sign-off
- Oversee delivery of London-based payrolls
- Manage day-to-day client communications
- Apply firm policies and systems consistently across all work
- Minimise Partner involvement in operational tasks
- Contribute to billing and client satisfaction targets
- Support and develop junior staff and outsourced team members
- Liaise with HMRC and clients on technical or compliance queries in line with firm policy
This is a great opportunity for a motivated individual with strong leadership and technical review skills to take ownership of a mixed portfolio and contribute to the firm's wider success. Interviews are ongoing so apply now.
Senior Accountant / Client Portfolio Manager. Job in London LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and innovative accountancy and advisory firm in the heart of Central London, where you will have the opportunity to manage a diverse portfolio of entrepreneurial clients. With a strong emphasis on employee development, a collaborative work culture, and a commitment to delivering high-quality services, this role offers not only competitive benefits but also the chance to grow your career in a supportive environment. Experience the unique advantage of working in a vibrant city that fosters creativity and professional growth.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Accountant / Client Portfolio Manager. Job in London LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Senior Accountant / Client Portfolio Manager. Highlight your leadership skills and ability to manage client portfolios effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our forward-thinking team.
We think you need these skills to ace Senior Accountant / Client Portfolio Manager. Job in London LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your supervisory experience and any relevant achievements that showcase your ability to manage a portfolio of clients effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Accountant / Client Portfolio Manager role. Mention specific examples from your past that demonstrate your leadership and technical review skills.
Showcase Your Communication Skills:Since you'll be managing client communications, it's essential to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors before submitting.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves. Plus, it’s super easy and straightforward!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
As a Senior Accountant, you’ll need to demonstrate your expertise in managing accounts and tax returns. Brush up on the latest accounting standards and be ready to discuss specific examples from your past experience where you successfully managed client portfolios or resolved complex financial issues.
✨Showcase Your Leadership Skills
Since this role involves overseeing junior staff and coordinating with various teams, it’s crucial to highlight your leadership abilities. Prepare anecdotes that showcase how you've mentored others or led projects to success, emphasising your ability to manage workflows effectively.
✨Understand the Client's Needs
Research the firm’s diverse portfolio of clients and think about how you can add value to their businesses. Be prepared to discuss how you would approach client communications and ensure high-quality service delivery, as this will show your commitment to client satisfaction.
✨Prepare for Technical Questions
Expect questions related to compliance and technical queries, especially those involving HMRC. Brush up on relevant regulations and be ready to explain how you would handle specific scenarios, demonstrating your problem-solving skills and adherence to firm policies.
