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Senior Client Portfolio Manager

2 months ago

London, Greater London, United Kingdom Halliday Marx Full time

This is an exciting opportunity with Halliday Marx, a distinguished Top 50 accounting firm, seeking a Senior Manager to join their dynamic team. This permanent position involves close collaboration with the partner and the Investment team, focusing primarily on client portfolio management rather than audit tasks.

The role requires a presence in the office for three days a week, with the flexibility to work from home for two days.

Key Responsibilities:

  • Overseeing a designated portfolio to ensure timely completion of all deliverables.
  • Collaborating with the Partner to manage their European client portfolio.
  • Leading and mentoring a team of four professionals.
  • Addressing technical accounting and tax inquiries from clients.
  • Providing business structuring advice for both new and existing clients.
  • Acting as the primary contact for European clients.
  • Coordinating with various teams within the office on specific projects and troubleshooting as needed.
  • Preparing service and fee proposals for prospective clients.
  • Assisting with internal administrative matters.
  • Conducting reviews and analyses of accounts.

Essential Qualifications:

  • Experience in a UK accounting practice.
  • Background in accountancy within a European context.
  • Knowledge of payroll, bookkeeping, and audit processes.
  • Fluency in a European language.
  • Experience with international VAT regulations.

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