Client Portfolio Manager

Michael Page (UK); England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A multi-office independent accountancy practice in the UK is hiring a Client Portfolio Manager. This role involves providing proactive accounting services, preparing statutory accounts, and supporting clients in their business and tax needs. Candidates should have experience with cloud-based platforms and prior supervisory roles. The offer includes a competitive salary, a comprehensive benefits package, and flexible working options including hybrid arrangements. Enjoy career progression and a supportive team environment.

Benefits

Competitive salary

Comprehensive benefits package including pension

Flexible working arrangements including hybrid options

Excellent career progression opportunities

Ongoing professional development and training support

25 days annual leave plus bank holidays

Supportive and collaborative team environment

Qualifications

• Experience with cloud-based accounting platforms is mandatory.
• Knowledge of statutory accounting and financial reporting is essential.
• Previous supervisory or team leadership experience is required.

Responsibilities

• Provide a pro-active service to customers regarding their accounts.
• Review and prepare statutory accounts.
• Engage with HMRC on business and tax affairs.

Skills

Experience with cloud-based accounting platforms

Knowledge of statutory accounting and financial reporting

Previous supervisory or team leadership experience

Experience across multiple business sectors

Understanding of audit and assurance processes

Job description

• Multi-office independent Accountancy Practice
• Family friendly team

About Our Client

The Practice was established nearly 100 years ago with the aim of offering a friendly and professional approach to meeting the client needs of small and medium sized business enterprises. The Practice is ideally suited to identifying a clients requirements and helping to achieve the business owner's goals.

Job Description

As a Client Portfolio Manager, the following responsibilities are required:

• Provide a pro-active service to customers utilising relevant MI to ensure that they are constantly informed and have full visibility of all areas of their accounts
• Provide dynamic and proactive accounting support to clients
• Review and prepare statutory accounts
• Engage with HMRC regarding the clients business and tax affairs
• Undertake ad-hoc clean-up or other projects, meeting targets set at the start of the project
• Provide mentor support to students within the team
• Suggest process improvements necessary to the role

The Successful Applicant

• Experience with cloud-based accounting platforms
• Knowledge of statutory accounting and financial reporting
• Previous supervisory or team leadership experience
• Experience with reviewing bookkeeping and accounts production processes
• Experience across multiple business sectors
• Understanding of audit and assurance processes

What's on Offer

• Competitive salary commensurate with experience
• Comprehensive benefits package including pension scheme
• Flexible working arrangements including hybrid options
• Excellent career progression opportunities
• Ongoing professional development and training support
• 25 days annual leave plus bank holidays
• Supportive and collaborative team environment