Our London Business Services Team is seeking a Portfolio Account Manager. This role will be instrumental in managing a sizeable portfolio of 100+ businesses, overseeing the day-to-day management of each client. This includes, statutory accounts, vat returns, personal tax returns and CoSec activities. You will have outsource experience and expertise in reviewing the accounts data ahead of annual returns ensuring compliance, and all queries are met, handled and solutions provided where necessary.
With our centenary around the corner, and our growth plans in full swing, you will be joining us at a very exciting phase of our growth. We have a collaborative, pragmatic and forward-thinking culture in our London office.
Your responsibilities
- Here's a bit more on what you can expect to be doing day-to-day:
- Handling a portfolio of clients, under audit threshold – overseeing accounts, , payroll, billing – everything to do with the clients
- To manage client relationship and provide advice and business support in advisory meetings
- Clear arising queries with clients ensuring a collaborative, and supportive relationship.
- To manage clients engaged services to include Debtor Chasing, Supplier Pay-runs, VAT Returns, Payroll, Cashflow Forecasting & Management Accounts
- Inclusion of statutory disclosures in line with the company checklist.
- Has experience managing a portfolio – be responsible for everything related to the client – all the work will go through this person.
- Understanding and evaluating and monitoring client's business and recommending improvement where needed
- Ensuring all parties are kept up to date as work progresses.
- Developing and maintaining strong client relationships.
What you need:
- Qualified ACA, ACCA, CTA, AAT, ATT, CFAB or CIMA
- Strong analytical skills with excellent attention to detail
- The ability to work as part of a wider team as well as independently
- The production of accurate and effective work within your service line within tight deadlines
- Excellent written and verbal communication skills and interpersonal skills
- Broad range of IT skills to underpin performance to include proficiency with Excel & IRIS and Xero (advantageous)
- To assesses client needs and liaise with other service lines which will benefit clients
Be a Duncan & Toplis team member
At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called ‘How We Work’. You can read more here.
As part of our benefits package, we also offer mental health support and time to volunteer for charitable work. These are just some of the perks of working at Duncan & Toplis.
Duncan & Toplis develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.
