Client Manager - Accountancy Practice
23 hours ago
London
• Client Manager / Portfolio Manager (Accountancy Practice), • Job Title: Client Manager / Portfolio Manager, • Location: Finchley, • Salary: Competitive, dependent on experience, • Reports To: Partner / Director, • About the Role, • We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our 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 for directors, sole traders, and high-net-worth individuals., • Provide tax planning and advisory support where appropriate., • Assist clients with management accounts, cash flow forecasting, and business planning., • Client Advisory, • Provide proactive business and financial advice to clients., • Identify opportunities for improving profitability, efficiency, and tax position., • Support clients with business growth strategies, financing requirements, and restructuring projects., • Liaise with external stakeholders including banks, solicitors, financial advisers, and HMRC., • Team Management, • Review work prepared by junior and semi-senior team members., • Provide technical guidance, mentoring, and training., • Assist with resource planning and workload allocation., • Support the development and progression of team members., • Practice Development, • Identify opportunities to expand services within existing client relationships., • Participate in networking events and business development activities., • Support fee reviews and engagement renewals., • Contribute to continuous improvement of internal processes and client service standards., • Person Specification, • Essential, • ACA / ACCA qualified (or qualified by experience with significant practice experience)., • Minimum 5 years' experience within a UK accountancy practice., • Strong experience managing a client portfolio., • Excellent knowledge of statutory accounts preparation and tax compliance., • Experience reviewing work and supervising junior staff., • Strong communication and relationship management skills., • Commercially aware with a proactive approach to client service., • Experience using accounting software such as Xero, QuickBooks, Sage, and cloud-based systems., • Desirable, • Experience in business advisory and tax planning., • Exposure to specialist sectors such as property, healthcare, construction, or professional services., • Business development and networking experience., • ICAEW or ACCA practising environment experience., • Key Performance Indicators (KPIs), • Portfolio fee recovery and profitability., • Client retention and satisfaction levels., • Timely completion of compliance deadlines., • Quality of work and technical compliance., • Development of junior team members., • Identification and conversion of advisory opportunities., • Growth in portfolio fees and service offerings., • Benefits, • Competitive salary package., • Performance-related bonus., • Flexible and hybrid working arrangements., • Professional development and training support., • Clear progression pathway to Senior Manager or Partner level., • Pension scheme., • Generous annual leave entitlement., • Employee wellbeing initiatives., • Ideal Candidate Profile, • This role would suit an experienced Accountant, Senior Accountant, Assistant Manager, or Client Manager currently working within practice who enjoys managing client relationships and providing advisory-led services rather than undertaking audit work. The successful individual will be commercially minded, technically strong, and passionate about helping clients achieve their business objectives.