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Lead Client Portfolio Manager

2 months ago

London, Greater London, United Kingdom Halliday Marx Full time

This is an exciting opportunity with Halliday Marx, collaborating with a prestigious Top 50 accounting firm to find a Senior Manager. This permanent position involves close cooperation with the partner and the Investment team, focusing primarily on client portfolio management and team leadership.

The role entails a hybrid work model, requiring 3 days in the office and 2 days working remotely.

Key Responsibilities:

  • Overseeing a designated client portfolio to ensure timely completion of all deliverables.
  • Collaborating with the Partner to manage their European client base.
  • Leading and mentoring a team of 4 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 firm on specific projects and troubleshooting as needed.
  • Preparing service and fee proposals for prospective clients.
  • Assisting with internal operational 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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