Client Portfolio Accountant

Are you an ACA or ACCA qualified accountant seeking a new challenge in client portfolio management?

Our client which is an established family run 3-partner Chartered Practice based in Hertfordshire / North London may be your future.    It is a successful growing practice offering the opportunity to build up client relationships by providing a clear and strong business strategy and commitment to client care

The Client Portfolio Accountant key responsibilities

Managing and running a portfolio of 100+ clients (Limited companies, partnerships, sole traders) for broad range of clients including tech companies. Key responsibilities include:

• Managing a portfolio, growing it and business development activities. Mentoring and support will be provided to assist.
• Maintaining client relationships and recommending ways for the firm to improve
• Responsibility for client deadlines, compliance and correspondence.
• Planning and reviewing jobs sent to Outsourcers.
• Communicating with clients and all technical matters expected of a qualified accountant

The Client Portfolio Accountant skills and experience

• Qualified ACA / ACCA accountant with small firm background and at least 4 years’ experience.
• Has a progressive forward-thinking ability to add value to clients
• Strong technical ability in preparing and reviewing accounts and tax
• Strong IT skills, cloud accounting preferable
• Able to handle a portfolio and have practice experience essential
• Networking skills, confident and at ease with clients and management

Personal Attributes of the Client Portfolio Accountant

• Must be self-motivated, able to prioritise and deliver an accurate and efficient workload.
• Dedicated to help management drive the business forward and a confident personality and well presented.
• Demonstrates ability to add to workload increase as more client work accepted.
• A personality who deals with clients and colleagues pleasantly.
• Ability to be completely discreet and handle client information confidentially.

Required skills of the Client Portfolio Accountant

• Accounting – Qualified ACCA or ACA
• Portfolio Management – 4yrs+ Full responsibility for sizeable Portfolio
• Sage Line50, IRIS
• Sage / QuickBooks / Xero / cloud accounting, strong IT skills
• Top of Form – able to demonstrate technical ability and accountancy law and tax
• Drop-box
• Excel spreadsheets to financial standards
• Presentation skills
• Excellent general IT skills

To apply

Send your CV along with a brief covering letter outlining your relevant experience and demonstrating why you think you are the right person for this role.