Client Portfolio Accounts Manager - Perrott Partners Recruitment Ltd : Job Details

Are you an experienced Client Accounts Manager looking to transition into a Director or long terms Partner Designate role at an established firm of chartered accountants? If you are seeking more advisory exposure and a clear path to senior leadership, this opportunity at an established 4 office Surrey firm, experienced strong growth may be perfect for you.

We're seeking a dynamic individual to join our client’s team as a full-time Outsourcing Accounts Manager or Director. This role offers the opportunity to take charge of a diverse portfolio of SME general practice clients, overseeing their outsourcing needs.

Your Responsibilities:

• Manage a full portfolio of SME clients, overseeing outsourcing requirements.
• Proactively contribute to fee development and actively participate in networking and BD events.
• Supervise and review the team's bookkeeping services, management accounts, and VAT services.
• Demonstrate strong IT skills with the ability to adapt to in-house systems.

Client Base: The clientele spans various industries, including manufacturers, professional service firms, IT developers, property developers, hospitality businesses, and not-for-profit entities.

Personal Attributes:

• Efficiently control your portfolio, from staff planning to WIP management and billing.
• Cultivate and strengthen client relationships, both existing and new.
• Showcase commercial awareness in fee development.
• Serve as the primary point of contact for client queries within your portfolio.
• Demonstrate proactive awareness of current legislation and compliance standards.

Team Collaboration:

• Delegate tasks effectively and provide mentorship to the team.
• Offer constructive feedback to junior and senior team members.
• Manage the team, ensuring high work standards and progress monitoring.

Skills and Experience:Personal Skills:

• Confident and articulate communicator.
• Previous experience in an accountancy practice is essential.
• Professional and well-presented.
• Patience in training colleagues.

Your Experience:

• ACA/ACCA qualified with a minimum of 5 years of UK practice background to a supervisory level.
• Previous management experience of a UK team with 3 or more staff and a portfolio value of at least £300k.
• Commercial and proactive approach to client development.
• Has the right to work in the UK without Visa support

We encourage applications from those legally able to work in the UK without the requirement for sponsorship.