img
Permanent

Portfolio Manager / Client Manager

Harrow
money-bag 55000.00-55000.00 Annual
3130707311
Posted 2 days ago

Job Title: Client Manager / Portfolio ManagerLocation: HarrowSalary: £55 - 65KReports To: Partner / DirectorAbout the RoleWe are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our client who owns a growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services.The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients'' businesses.Key ResponsibilitiesPortfolio ManagementManage a diverse portfolio of clients across various sectors.Act as the primary point of contact for clients, building and maintaining strong professional relationships.Ensure timely delivery of accounts, tax returns, and advisory services.Monitor workflow and deadlines to ensure compliance with statutory requirements.Conduct regular client meetings to discuss business performance, tax planning, and future objectives.Accounts and TaxReview statutory accounts prepared under UK GAAP and FRS 102/FRS 105.Review corporation tax returns and associated computations.Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals.Provide tax planning and advisory support where appropriate.Assist clients with management accounts, cash flow foreca

Other jobs of interest...

Recruitment Revolution
CityYesterday
money-bag55000.00-55000.00 Annual
MCS Group
CityYesterday
money-bag10000-500000 Annual
Pro-Tax Recruitment
London
money-bag55000.00-55000.00 Annual
Circle Recruitment
London
money-bag80000.00-80000.00 Annual
TC Group
Croydon
money-bag10000-500000 Annual
Luk Fook Holdings Company Limited
London
money-bag35000.00-35000.00 Annual
Regal Brooke Limited
London
money-bag48000.00-48000.00 Annual
Fletcher George
Surrey
money-bag50000.00-50000.00 Annual
Morgan McKinley
London
money-bag70000.00-70000.00 Annual
Matchtech
London
money-bag39000.00-39000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!