Senior Private Client Accounts Manager

Saffery; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Saffery is seeking a qualified ACA/ACCA professional to support the Private Client Business Group in providing lead advisory, accounting services and audit to private clients and their businesses.

You will work with partners and directors, handling a portfolio of clients including trusts and estates, ensuring timely delivery and high-quality advisory output alongside statutory and management accounts work.

Qualifications

• ACA/ACCA qualification required.
• Experience in accounts within a professional services environment.
• Experience with trust structures and related accounting issues.
• Strong FRS102 & FRS105 technical knowledge for UK entities.

Responsibilities

• Support partners and directors with a growing body of accounts and advisory services.
• Deliver statutory accounts for UK owner managed businesses, groups and landed estates.
• Lead client interactions and coordinate with CT/personal tax/payroll teams.
• Manage statutory and management accounts processes and budgeting/invoicing.

Skills

Accounts experience

FRS102 & FRS105 knowledge

Trust structures knowledge

Client portfolio management

Interpersonal skills

Organisational skills

Self-motivated

Education

ACA/ACCA qualification

Tools

MS Teams

Excel

Word

CCH Accounts Production

CCH Audit Automation

Job description

Saffery is seeking a qualified ACA/ACCA professional to support the Private Client Business Group in providing lead advisory, accounting services and audit to private clients and their businesses.

You will work with partners and directors, handling a portfolio of clients including trusts and estates, ensuring timely delivery and high-quality advisory output alongside statutory and management accounts work.