Senior Client Portfolio Lead — Advisory & Growth

Institute of Project Management; Harrow; Hybrid; GBP 45,000 - GBP 65,000; Full time

Job summary

A fast-growing accountancy firm based in Harrow is seeking a Senior Client Portfolio Manager to take ownership of client relationships and lead the Accounts department. You will oversee a diverse portfolio of Limited Companies, ensuring compliance and mentoring junior team members. Candidates should be fully qualified (ACCA/ACA) with 4-5 years of experience in a UK Accountancy Practice. This role offers a competitive salary, performance bonuses, and hybrid working options.

Benefits

Competitive Salary

Annual Performance Bonus

Hybrid Working

Private Medical Insurance

Generous Leave

Professional Development Budget

Qualifications

• Minimum 4-5 years experience in a UK Accountancy Practice.
• At least 2 years managing your own portfolio and a team.
• Ability to identify tax-saving opportunities.

Responsibilities

• Lead client advisory services and team management.
• Ensure statutory deadlines are met within accounts department.
• Mentor junior staff to progress to advisory roles.

Skills

Ownership

Tech Savvy

Empathetic Leadership

Education

ACCA/ACA qualification

Tools

Xero

Quickbooks

FreeAgent

Practice Management Software

Job description

A fast-growing accountancy firm based in Harrow is seeking a Senior Client Portfolio Manager to take ownership of client relationships and lead the Accounts department. You will oversee a diverse portfolio of Limited Companies, ensuring compliance and mentoring junior team members. Candidates should be fully qualified (ACCA/ACA) with 4-5 years of experience in a UK Accountancy Practice. This role offers a competitive salary, performance bonuses, and hybrid working options.