Client Portfolio Manager

Fletcher George Financial Recruitment; Greater London; On-site; GBP 65,000 - 70,000; Full time

Job summary

An established industry player is seeking a qualified accounting professional to join their team as a Client Portfolio Manager in Harrow. This exciting opportunity involves managing a diverse client portfolio, ensuring the delivery of high-quality finance services, and providing advisory support. You will collaborate closely with leadership, oversee team performance, and contribute to the firm's growth. With a focus on career development and a supportive work environment, this role is perfect for someone eager to advance their career in a progressive firm. If you are motivated and ready for a challenge, this role could be your next great opportunity.

Benefits

25 days annual leave plus bank holidays

Career Development Opportunities

Collaborative Work Environment

Qualifications

• Qualified ACA/ACCA professional with experience managing client portfolios.
• Strong technical skills in financial reporting and tax compliance.

Responsibilities

• Manage a diverse portfolio of clients ensuring high-quality service delivery.
• Supervise and mentor a team while overseeing financial reporting and tax compliance.

Skills

Financial Reporting

Tax Compliance

Management Accounts

Team Leadership

Communication Skills

Organizational Skills

Relationship Building

Education

ACA Qualification

ACCA Qualification

Tools

Xero

IRIS

Sage

Job description

Client Portfolio Manager – Harrow, £65,000 – £70,000
Full-time | Office-based | ACA / ACCA Qualified

Are you a qualified accounting professional looking to take the next step in your career? This is an excellent opportunity to join a well-established and expanding multi-site firm of Chartered Accountants as a Client Portfolio Manager in their Harrow office.

This is a newly created role, introduced as a result of continued growth. You will work closely with the leadership team, manage a diverse portfolio of clients, and play a key role in delivering high-quality outsourced finance services and advisory support.

As a Client Portfolio Manager, you will be responsible for:

• Managing a Client Portfolio: Taking ownership of a client portfolio valued at approximately £600k, ensuring the delivery of statutory accounts, management reports, tax compliance, and advisory services.
• Statutory Accounts: Reviewing year-end accounts in accordance with FRS 105 and FRS 102 (1A).
• Tax and Management Accounts: Overseeing the preparation and review of corporation tax computations, management accounts, and returns.
• Bookkeeping and VAT: Reviewing bookkeeping and VAT returns prepared by the UK and offshore team, ensuring accuracy and compliance.
• Client Onboarding and Software Integration: Leading client onboarding processes and supporting the use of cloud accounting software such as Xero, IRIS, and Sage.
• Advisory Work: Providing clients with advice on tax-efficient remuneration and other planning opportunities, with input from senior management as required.
• Team Supervision and Leadership: Supervising a team based both in the UK and offshore, reviewing their work, and supporting their ongoing development.
• Profitability and Project Management: Contributing to profitability by overseeing charge-out rates and managing ad hoc projects as they arise.

We are seeking a qualified professional who can bring:

• ACA / ACCA qualification (or equivalent).
• Experience managing a portfolio of at least £450k within a practice environment.
• Strong technical skills in financial reporting, tax, and management accounts.
• Proven ability to lead and mentor a team.
• Excellent communication, organisational, and relationship-building skills.

What’s on Offer

• Salary: £65,000 – £70,000, depending on experience and qualifications.
• Hours: 37.5-hour work week.
• Holiday: 25 days annual leave plus bank holidays.
• Career Development: A real opportunity to grow your career within a progressive and collaborative firm.
• Work Environment: Office-based role in Harrow, working closely with experienced Partners and senior leadership.

Apply Now

If you are a motivated and experienced accounting professional ready to take on a rewarding and varied role, we would be delighted to hear from you. Please apply for this Client Portfolio Manager position, and we will aim to respond to all suitable applicants within 48 hours.