Portfolio Manager / Client Manager

Job Title: Client Manager / Portfolio ManagerLocation: HarrowSalary: £55 - 65KReports To: Partner / DirectorAbout the RoleWe are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our client who owns a growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services.The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients'' businesses.Key ResponsibilitiesPortfolio ManagementManage a diverse portfolio of clients across various sectors.Act as the primary point of contact for clients, building and maintaining strong professional relationships.Ensure timely delivery of accounts, tax returns, and advisory services.Monitor workflow and deadlines to ensure compliance with statutory requirements.Conduct regular client meetings to discuss business performance, tax planning, and future objectives.Accounts and TaxReview statutory accounts prepared under UK GAAP and FRS 102/FRS 105.Review corporation tax returns and associated computations.Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals.Provide tax planning and advisory support where appropriate.Assist clients with management accounts, cash flow ..... full job details .....