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About Sleek
Sleek is a pioneering business that specializes in providing innovative financial solutions to entrepreneurs and small businesses. Our mission is to empower business owners by offering a range of services that simplify their financial management, allowing them to focus on what they do best - growing their business.
We operate in a highly competitive market, but our unique approach sets us apart. Our team of experts uses cutting-edge technology and AI-powered tools to deliver exceptional customer service and professional accounting advice to our clients.
Our Business Segments
We have three main business segments:
- Corporate Services: We provide a range of corporate services, including company incorporation, secretarial, filing, and immigration processes. Our proprietary software and AI-powered tools enable us to automate these processes, making it easier for businesses to comply with regulatory requirements.
- Accounting and Bookkeeping: Our accounting and bookkeeping services are designed to help businesses manage their finances effectively. We use our proprietary SleekBooks ledger and generative AI tools to provide accurate and timely financial reports, allowing businesses to make informed decisions.
- Business Banking: We offer digital banking services to new businesses, making it easier for them to manage their finances and access the funds they need to grow.
Our Values
We are committed to building a culture that is inclusive, equitable, and regenerative. We believe in the importance of humility, kindness, and flexibility in the workplace. Our team is passionate about delivering exceptional customer service and professional accounting advice to our clients.
Job Summary
We are seeking an experienced Client Portfolio Manager to join our team in the UK. The successful candidate will have a proven track record of managing client relationships and delivering exceptional customer service. They will be responsible for leading and managing a portfolio of accounting clients, providing expert advice on financial matters, and ensuring that clients receive timely and accurate financial reports.
Key Responsibilities
- Lead and manage a portfolio of accounting clients, ensuring that their financial needs are met and that they receive exceptional customer service.
- Provide expert advice on financial matters, including accounting, tax, and payroll.
- Prepare and review financial reports, including unaudited and group unaudited financial statements.
- Manage client relationships, maintaining good rapport with clients and ensuring that their needs are met.
- Oversee the work of the accounting and tax team, ensuring that deadlines are met and that high-quality work is delivered.
- Review VAT quarterly filings and assist clients in resolving tax issues with the tax authority.
- Oversee payroll support for clients and liaise with the Payroll Manager.
Requirements
- Recognized degree in Accountancy and/or equivalent professional qualification (ACCA/ICAEW/CIMA).
- 5+ years of relevant experience in accounting and financial services.
- Ability to prepare group accounts preferred.
- Computer savvy with proficiency in Excel and Word.
- Self-starter with a strong sense of ownership.
- Good interpersonal and communication skills.
- Able to meet tight deadlines.
- Proactive in problem-solving and client management.
- Meticulous and detailed.
- Good knowledge and understanding of UK compliance requirements on accounting, corporation tax, and payroll.
- Experience with cloud accounting software, Xero & Dext preferred.
Benefits
- Industry-competitive salary package.
- Healthcare allowance and pension scheme with employer contribution.
- Flexible working arrangements, including remote work options.
- Paid sick leave.
- A close-knit team of supportive colleagues and a culture that is fun, friendly, and committed to career development.
- An environment that encourages innovation and autonomy.
