Client Manager - Accountancy Practice
hace 4 días
London
\n • Client Manager / Portfolio Manager (Accountancy Practice)\n, • Job Title: Client Manager / Portfolio Manager\n, • Location: Finchley\n, • Salary: Competitive, dependent on experience\n, • Reports To: Partner / Director\n, • About the Role\n, • We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services.\n, • The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients' businesses.\n, • Key Responsibilities\n, • Portfolio Management\n, • Manage a diverse portfolio of clients across various sectors.\n, • Act as the primary point of contact for clients, building and maintaining strong professional relationships.\n, • Ensure timely delivery of accounts, tax returns, and advisory services.\n, • Monitor workflow and deadlines to ensure compliance with statutory requirements.\n, • Conduct regular client meetings to discuss business performance, tax planning, and future objectives.\n, • Accounts & Tax\n, • Review statutory accounts prepared under UK GAAP and FRS 102/FRS 105.\n, • Review corporation tax returns and associated computations.\n, • Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals.\n, • Provide tax planning and advisory support where appropriate.\n, • Assist clients with management accounts, cash flow forecasting, and business planning.\n, • Client Advisory\n, • Provide proactive business and financial advice to clients.\n, • Identify opportunities for improving profitability, efficiency, and tax position.\n, • Support clients with business growth strategies, financing requirements, and restructuring projects.\n, • Liaise with external stakeholders including banks, solicitors, financial advisers, and HMRC.\n, • Team Management\n, • Review work prepared by junior and semi-senior team members.\n, • Provide technical guidance, mentoring, and training.\n, • Assist with resource planning and workload allocation.\n, • Support the development and progression of team members.\n, • Practice Development\n, • Identify opportunities to expand services within existing client relationships.\n, • Participate in networking events and business development activities.\n, • Support fee reviews and engagement renewals.\n, • Contribute to continuous improvement of internal processes and client service standards.\n, • Person Specification\n, • Essential\n, • ACA / ACCA qualified (or qualified by experience with significant practice experience).\n, • Minimum 5 years' experience within a UK accountancy practice.\n, • Strong experience managing a client portfolio.\n, • Excellent knowledge of statutory accounts preparation and tax compliance.\n, • Experience reviewing work and supervising junior staff.\n, • Strong communication and relationship management skills.\n, • Commercially aware with a proactive approach to client service.\n, • Experience using accounting software such as Xero, QuickBooks, Sage, and cloud-based systems.\n, • Desirable\n, • Experience in business advisory and tax planning.\n, • Exposure to specialist sectors such as property, healthcare, construction, or professional services.\n, • Business development and networking experience.\n, • ICAEW or ACCA practising environment experience.\n, • Key Performance Indicators (KPIs)\n, • Portfolio fee recovery and profitability.\n, • Client retention and satisfaction levels.\n, • Timely completion of compliance deadlines.\n, • Quality of work and technical compliance.\n, • Development of junior team members.\n, • Identification and conversion of advisory opportunities.\n, • Growth in portfolio fees and service offerings.\n, • Benefits\n, • Competitive salary package.\n, • Performance-related bonus.\n, • Flexible and hybrid working arrangements.\n, • Professional development and training support.\n, • Clear progression pathway to Senior Manager or Partner level.\n, • Pension scheme.\n, • Generous annual leave entitlement.\n, • Employee wellbeing initiatives.\n, • Ideal Candidate Profile\n, • This role would suit an experienced Accountant, Senior Accountant, Assistant Manager, or Client Manager currently working within practice who enjoys managing client relationships and providing advisory-led services rather than undertaking audit work. The successful individual will be commercially minded, technically strong, and passionate about helping clients achieve their business objectives.\n