Accounts Client Portfolio Manager

Fletcher George Financial Recruitment; London; On-site; GBP 60,000 - 70,000; Full time

Job summary

An established industry player is seeking an experienced Accounts Client Portfolio Manager to join their dynamic team in London. This role offers a unique opportunity to manage a diverse client portfolio, providing tailored accounting solutions and proactive financial guidance. With a focus on career development and a supportive culture, this firm is dedicated to professional excellence and offers ongoing training. If you have a strong background in financial reporting and VAT compliance, this is the perfect opportunity to elevate your career in a collaborative environment.

Benefits

Competitive salary

Benefits package

Career growth opportunities

Ongoing professional development

Qualifications

• Professional qualification (ACCA, ACA) required.
• Experience in management accounting and VAT compliance is essential.

Responsibilities

• Manage client portfolios and deliver tailored accounting solutions.
• Prepare and review management accounts and VAT returns.

Skills

Client Relationship Management

Financial Reporting

VAT Compliance

Analytical Skills

Problem-Solving

Communication Skills

Education

ACCA or ACA qualification

Tools

Xero

QuickBooks

Sage

Microsoft Excel

Job description

Accounts Client Portfolio Manager, City of London, £60,000 to 70,000 plus benefits package

An excellent opportunity for an experienced Client Manager to join a highly respected, forward-thinking firm of Chartered Accountants in London.

With over 80 years of excellence in the industry, this firm prioritises career development, professional excellence, and a flexible culture and offers a comprehensive range of services, including family wealth management, audit, corporate finance, and accounts.

This role is ideal for a proactive and experienced Client Manager with strong expertise in financial reporting, VAT compliance, and client relationship management who can take ownership of a diverse client portfolio. Responsibilities include:

Client Management:

1. Act as the primary contact for clients, building strong relationships and understanding their business needs.
2. Deliver tailored accounting solutions and proactive financial guidance.
3. Ensure the timely delivery of accounting services in line with client expectations.

Management Accounting:

1. Prepare and review monthly/quarterly management accounts.
2. Provide clients with insights into financial reports, budgeting, and cash flow management.
3. Analyse financial variances and suggest corrective actions.

VAT Returns & Compliance:

1. Prepare, review, and submit VAT returns in accordance with legal requirements.
2. Ensure compliance with VAT legislation and advise clients on VAT planning strategies.
3. Stay up to date with VAT regulations and communicate relevant updates to clients.

Team Collaboration & Supervision:

1. Work closely with senior management on client-related strategic issues.
2. Supervise and mentor junior accountants, ensuring high-quality work.
3. Support business development initiatives within the firm.

Skills & Qualifications:

1. Professional qualification (ACCA, ACA).
2. Several years of experience in statutory and management accounting, VAT returns, and client-facing roles.
3. Strong knowledge of VAT legislation and compliance requirements.
4. Proficiency in accounting software (Xero, QuickBooks, Sage, etc.) and Microsoft Excel.
5. Excellent communication and interpersonal skills.
6. Strong analytical and problem-solving abilities with attention to detail.

Why Join Our Client?

1. Competitive salary and benefits package.
2. Career growth opportunities in a supportive environment.
3. Client-facing role with high responsibility.
4. Ongoing professional development and training.

If you have a background in management accounting and VAT compliance and are looking for an opportunity to manage a diverse client portfolio, we would love to hear from you.

Next steps – please apply to this Accounts Client Portfolio Manager role, and we will reply to all suitable applicants promptly.

We encourage applications from those legally able to work in the UK without the requirement for sponsorship.