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.