Client Manager - Portfolio Manager - ACA/ACCA

AJ Chambers
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Client Manager | Portfolio Manager | ACA/ACCA

Location: London (City)

Job Type: Permanent Full-Time

Salary: £40,000 - £50,000

AJ Chambers are seeking a Client Manager on behalf of a progressive boutique firm.

We are looking for a bright and talented individual to join a leading boutique firm as a Client Manager. Candidates must have a good educational background, with relevant experience and live within travelling distance of the City of London.

The Role

Oversee and control the workflow for a varied portfolio of 300 clients, largely consisting of Limited Companies with an average turnover between £5m - £10m.

This multifaceted role has a varied focus to include the delivery of accountancy and tax compliance engagements, planning and budgeting of jobs, staff mentorship, supervision and appraisal, business development and networking.

Key responsibilities include:

  • Preparation of statutory accounts and financial statements.

  • Tax return preparation and provision of tax planning advice.

  • Organising and monitoring work flow, ensuring client service levels & deadlines are met

  • Review of accounts prepared by the accounts staff

  • Supervision, training and generally supporting the accounts staff

  • Drafting letters ready for final clearance by the Partners

  • Assist with marketing work and attending marketing events

  • Meeting and liaising with clients

  • Identification of opportunities to sell additional services

  • Participating in monthly managers meetings and taking ownership of specific areas of responsibilities

    The successful candidate will:

  • ACA/ACCA Qualified with minimum 2 year post qual. experience

  • Have UK practice experience

  • Able to balance the workload effectively, including supervising others

  • Able to demonstrate good client relationship skills


    £40,000 - £50,000 Depending on experience and skillset.