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: Ongoing interviews, so don't miss your chance to apply!
- 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.
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 accountancy world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that Senior Accountant role.
✨Tip Number 2
Prepare for the interview by brushing up on your technical skills and leadership experience. Be ready to discuss how you've managed client portfolios and delivered high-quality service in the past. We want to see your passion for the role shine through!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of examples where you’ve tackled compliance queries or streamlined workflows. This will demonstrate your ability to handle the day-to-day challenges of a Client Portfolio Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
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 that match the Senior Accountant / Client Portfolio Manager role. Highlight your supervisory experience and any relevant achievements to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our client’s needs. Keep it concise but impactful!
Showcase Your Communication Skills:As a Client Portfolio Manager, communication is key. In your application, demonstrate your ability to manage client relationships and coordinate with teams effectively. We want to see how you handle day-to-day client communications!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Let’s get your application rolling!
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. Brush up on key financial metrics and be ready to discuss how you've successfully managed portfolios in the past. Prepare specific examples that showcase your ability to deliver timely and accurate services.
✨Showcase Your Leadership Skills
This role requires strong leadership and the ability to support junior staff. Think of instances where you've led a team or mentored others. Be prepared to share how you’ve contributed to team success and improved client satisfaction in previous roles.
✨Understand the Client's Needs
Since you'll be the first point of contact for clients, it’s crucial to understand their unique needs. Research the types of clients the firm works with and think about how you can tailor your approach to meet their expectations. Bring examples of how you've successfully managed client relationships in the past.
✨Prepare for Technical Questions
Expect questions related to tax returns, payroll services, and compliance queries. Brush up on relevant regulations and be ready to discuss how you’ve navigated complex situations with HMRC or other regulatory bodies. This will show your technical proficiency and readiness for the role.
