Senior Accountant / Client Manager

WH Finance Ltd; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A forward-thinking accountancy and advisory firm in the UK is looking for a Senior Accountant / Client Portfolio Manager to manage a portfolio of non-audit clients. The role involves overseeing account preparations, ensuring high-quality service delivery, and supporting junior staff. Strong leadership and technical review skills are essential, along with experience in client communication. Apply now for this great opportunity.

Qualifications

• Experience in managing client portfolios, particularly non-audit clients.
• Strong understanding of accounting principles and tax regulations.
• Ability to work collaboratively with teams and contractors.

Responsibilities

• Manage a portfolio of non-audit clients, ensuring high-quality service.
• Oversee preparation and review of accounts and tax returns.
• Coordinate workflows between internal teams and external partners.
• Support and develop junior staff and outsourced team members.

Skills

Supervising and reviewing accounts

Client communication

Leadership skills

Technical review

Job description

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 in Oxted. We are NOT looking for a Producer, experience of supervising and reviewing accounts is a key requirement.

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.