Senior Client Portfolio Manager

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

• Location Harrow, England, United Kingdom

Let’s be honest: most senior accounting roles are about churning out work, hitting impossible billing targets, and hiding behind spreadsheets. This is not one of those roles. Metta Accountants is a fast-growing, digital-first practice based in Harrow. We are moving beyond the traditional "compliance" model to become a true financial partner for our clients. We are looking for an ambitious Senior Client Portfolio Manager to lead our Accounts department. This is not a background role. You will work directly alongside the Founder as the Operational Lead, taking full ownership of client relationships, technical quality, and team development. If you are an experienced Manager looking to step up, shape the future of a growing firm, and be recognised as a key strategic decision-maker, this is the platform to achieve it.

Responsibilities

• Your time will be split between Client Advisory (40%), Team Management (30%), and High-Level Technical Work (30%).
• Take full ownership of a diverse portfolio of Limited Companies including VAT compliances.
• Be the face of "Peace of Mind" for our clients.
• Proactively identify tax-saving opportunities for clients (e.g., R&D claims, VAT efficiency, Capital Allowances).
• Team Leadership & Quality Control
  • Oversee the workflow of the accounts department, ensuring all statutory deadlines are met.
  • Mentor junior staff, helping them progress from compliance processing to advisory roles.
• Operational Strategy
  • Assist the Founder in refining and documenting internal processes to improve efficiency and profitability.
  • Champion the use of cloud technology (Xero, Quickbooks, FreeAgent, Briefcase, Practice Management software) to automate routine tasks.

About You

We are looking for a fully qualified (ACCA/ACA) accountant with minimum 4-5 years in a UK Accountancy Practice, with at least 2 years managing your own portfolio and a team and one who:

• Craves Ownership
• Loves Tech
• Leads with Empathy
• Competitive Salary: Dependent on experience.
• Performance Bonus: Annual bonus based on portfolio retention and efficiency.
• Hybrid Working: Work from home and further flexibility options.
• Private Medical Insurance: Optional comprehensive health cover after probation.
• Generous Leave: 22 Days Annual Leave + Bank Holidays + Your Birthday Off.
• Professional Development: Selected professional subscriptions paid (ACCA/ICAEW) + budget for CPD and external training.

About Company

"We care & we share" is not only our motto for clients but for employees too. We believe in rewarding high performance with a package that supports your life and your future.

How to Apply

If you are tired of being a cog in a machine and want a role where your work actually impacts people’s lives and you enjoy working with a diverse and super motivated team members then we want to hear from you. Send a CV and a brief cover note telling us about:

• A time you helped a client solve a problem that wasn’t just about "doing the maths".
• The approximate size of the portfolio (GRF or client numbers) you currently manage.