Client Portfolio Manager

2 months ago


Chichester, United Kingdom Absolute Executive Search Full time

Absolute Executive Search are working with a friendly multi sited Accountancy Practice looking to add a Client Portfolio Manager to their team near Chichester.

**The role**:

- Day to day management of a mixed portfolio of clients ensuring all aspects of service delivery is met in accordance with internal quality standards, compliance regulations and deadlines
- Managing the workflow for all portfolio services in accordance with internal SLA’s
- Responsible for overseeing the preparation of Year End accounts for Limited Companies, LLPs, Sole Traders and Partnerships
- Preparation of statutory accounts for all business entities
- Preparation of corporation tax computations and returns
- Dealing with, and advising on personal tax issues, ensuring compliance with tax legislation and filing personal tax returns
- Provision of strategic business advice, where appropriate to portfolio clients
- Mentoring and coaching of less experienced members of staff as required
- Review of all Y/E accounts prepared by junior staff and/or Semi Seniors
- Act as a technical knowledge base for the less experienced members of the Accounts team and assist with the delivery of work flows to meet deadlines & budgets
- Support Partners/Directors with more complex and/or high worth clients as required, ensuring optimum service delivery and maximising advisory services
- Ensuring procedures, policies, legislation and regulations are correctly followed and complied with
- Working closely with the colleagues to ensure quality of output and efficiency of procedures
- ACA/ACCA qualified with demonstrable post qualification experience in practice.
- Experience managing a mixed portfolio of clients, you will be mainly responsible for client service delivery for the portfolio clients.
- Comfortable managing more junior members of the team.

Thank you for your interest.


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