Client Portfolio Manager

4 weeks ago

Hertfordshire, United Kingdom Asset Workforce Limited Full time

Job Title: Client Portfolio Manager

Job Summary: We are seeking a highly skilled Client Portfolio Manager to join our team at Asset Workforce Limited. As a Client Portfolio Manager, you will be responsible for managing client relationships, planning workloads, and ensuring the delivery of high-quality accounting services.

Key Responsibilities:

  • Plan and manage the workload for the accounts team using the team planner.
  • Liaise with the Office Manager to ensure smooth workflow and deadlines for jobs and billing clients.
  • Contact clients to agree on timescales for receiving information to complete accounts and tax returns.
  • Review records for completeness prior to starting or assigning work.
  • Agree fees with clients in advance of commencing work for clients not on a Fixed Price Agreement.
  • Prepare larger jobs from SAGE and/or manual records and post to IRIS, right through to business tax computations.
  • Review bookkeeping, management accounts, annual accounts, and tax returns to ensure accuracy.
  • Prepare accounts reports to be sent to clients upon completion of a job.
  • Complete job control sheets and clear down WIP for the job prior to obtaining approval.
  • Provide the admin team with necessary information to prepare letters and other documents for clients.
  • Review letters and information prior to sending to clients to ensure consistency.
  • Be the main point of contact for clients within the portfolio.
  • Prepare IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
  • Prepare personal tax computations and self-assessment tax returns.
  • Prepare statutory accounts using the IRIS system.
  • Ensure all disclosures are correctly included in statutory accounts prepared.
  • Prepare management accounts and liaise with clients.
  • Ensure the best possible service is provided to clients and their expectations are met.
  • Deal with HMRC enquiries.
  • Provide necessary support and training to team members as required.
  • Keep up to date with relevant legislation and accounting standards.
  • Develop and document systems on a regular basis.
  • Supervise the preparation of management accounts.
  • Tailor management accounts templates to meet individual client needs.
  • Prepare budgets and forecasts on behalf of clients.
  • Prepare Tax Credit claims and deal with HMRC queries on behalf of clients.
  • Attend and run client Board view meetings.
  • Generate new business.
  • Promote Added Value Services to existing and new clients.
  • Train and mentor team members.

Requirements:

  • Qualified or part-qualified (ACA or ACCA) and studying to achieve full qualification.
  • Knowledge of Iris, Sage, Excel, and word processing skills.
  • Previous practice experience.
  • Full UK Right to Work.

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