Portfolio Client Lead
2 weeks ago
Our client is a young and dynamic accounting practice based in London that has been nominated for Fast-Track Firm of the Year at the Accounting Excellence awards four years in a row. This is an exciting time to join a forward-thinking company that is committed to excellence and innovation.
We are seeking an experienced accounting professional to join our team as a Client Manager. In this role, you will be responsible for providing exceptional service to a portfolio of clients operating across various industries.
Your key responsibilities will include building and maintaining relationships with clients, preparing and reviewing management accounts and management reporting, as well as providing tax planning advice and identifying areas for improvement in financial systems.
The ideal candidate will have a strong background in financial management and be able to demonstrate excellent communication and interpersonal skills. A competitive salary of £55,000 - £65,000 per annum makes this an excellent opportunity for someone looking to take their career to the next level.
Key responsibilities include:
- Building and maintaining relationships with clients to ensure outstanding client experience
- Preparation and review of management accounts and management reporting for a portfolio of clients
- Review of CIS for contractor and subcontractor processes
- Self-Assessment preparation & submission for more complex clients
- Undertake year-end review and preparation of workpapers
- Maintain and review regular cashflow, budgeting and forecasts
- Tax planning with clients
- Review and perform the newly introduced mid-year review service
- Developing and managing financial systems and identifying areas for improvement
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Client Portfolio Lead
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