Job Description

An exciting opportunity has arisen within a UK leading charity accounts outsourcing firm for a Client Portfolio Manager. With around 45 staff, this role offers the potential for future development as a Director, contributing to the further expansion of the business.

Role Overview:

This innovative firm specializes in working with the social enterprise and not-for-profit sector, providing outsourced finance solutions, including Finance Directors services, payroll, finance support, and management/statutory accounting services. As a Client Portfolio Manager, you will be responsible for overseeing a portfolio of charity and not-for-profit clients, providing an outsourced accounting service.

Key Responsibilities:

• Oversee the preparation of management accounts for a portfolio of clients, ensuring a complete understanding of the underlying numbers and addressing areas of concern.

• Attend Charity Board Meetings and In-House Management Meetings.

• Manage your own portfolio, supervising Accounts Seniors and Trainees, in-house bookkeepers, and overseeing the preparation of draft client VAT returns and payroll for review.

• Prepare draft statutory accounts or supervise the process.

• Liaise with auditors and serve as the first point of contact for dealing with audit queries on a timely basis.

• Occasionally travel to client sites, mainly in Central London.

Qualifications and Experience:

• 2-4 years post-qualified ACA/ACCA to current Supervisor level.

• Relevant outsourcing accounts experience in an accountancy practice.

• Keen interest in working with not-for-profits/social enterprises; previous experience is highly desirable.

On Offer:

• Competitive salary with progressive benefits and bonus.

• Relaxed but professional working environment with social activities.

• Opportunity to work with a broad range of clients across the charity and not-for-profit sector, making a real difference to their achievements.

How to Apply:

If you are an ambitious professional looking to contribute to the success of charity and not-for-profit clients, this role offers a progressive and rewarding opportunity. Apply online for consideration.