JOIN A HIGHLY SUCCESSFUL CHARTERED CERTIFIED ACCOUNTANCY FIRM WHERE TECHNICAL EXCELLENCE MEETS EXCEPTIONAL CLIENT RELATIONSHIPS AND PROFESSIONAL GROWTH OPPORTUNITIES.

Client Manager/Portfolio Manager opportunity available within a highly successful firm of Chartered Certified Accountants based in Aylesbury. The firm provides accounting, tax, payroll, and advisory services to businesses and individuals. They work closely with their clients and act for a broad range of business and personal clients.
The practice prides itself on having both the technical and interpersonal skills to address each client’s unique accounting needs and build lasting relationships.
They are seeking an experienced Client Manager to join the team on a full time, permanent basis. This key role involves managing client relationships, preparing financial statements, developing new business, overseeing service delivery, and supporting team growth.

REQUIREMENTS

• ACA/ACCA qualified with 5+ years’ experience, including 2+ years in management position with similar responsibilities
• Knowledge of UK accounting standards, tax, regulations, and practices
• Experienced using IRIS Accounts Production / Sage Line 50 / Sage Payroll
• Proficient with Xero, QuickBooks and Microsoft Office
• Strong leadership and team management skills
• Strong communication and interpersonal skills
• Strong analytical skills and high attention to detail
• Commercial acumen
• Strong time management and ability to work under pressure to tight deadlines
• Eligibility to work in UK without restriction

• Manage a portfolio of key client accounts (i.e. manage relationships, communication and administration which includes billing)
• Manage new client onboarding procedures including quotes, AML checks, engagement letters
• Prepare internal accounts and management reports for directors
• Oversee accounting department operations including planning and monitoring
• Review work of the team including accounts, tax returns, and more for companies, partnerships, and sole traders
• Supervise a team of Accountants which includes experienced senior staff and assistant staff
• Prepare financial statements, tax computations and management report compilations for key clients
• Contribute to business development initiatives through networking, maintaining client satisfaction, and identifying new opportunities
• Lead client meetings and promptly respond to queries
• Oversee staff training and development needs
• Identify and implement process improvements
• Ensure compliance with all accounting standards and tax regulations