Senior Client Portfolio Manager

About the Opportunity

Let’s be honest: most senior accounting roles are about churning out work, hitting impossible billing targets, and hiding behind spreadsheets. This is not one of those roles. Metta Accountants is a fast-growing, digital-first practice based in Harrow. We are moving beyond the traditional "compliance" model to become a true financial partner for our clients. We are looking for an ambitious Senior Client Portfolio Manager to lead our Accounts department. This is not a background role. You will work directly alongside the Founder as the Operational Lead, taking full ownership of client relationships, technical quality, and team development. If you are an experienced Manager looking to step up, shape the future of a growing firm, and be recognised as a key strategic decision-maker, this is the platform to achieve it.

Responsibilities

• Your time will be split between Client Advisory (40%), Team Management (30%), and High-Level Technical Work (30%).
• Portfolio Management & Advisory
  • Take full ownership of a diverse portfolio of Limited Companies including VAT compliances.
  • Be the face of "Peace of Mind" for our clients.
  • Proactively identify tax-saving opportunities for clients (e.g., R&D claims, VAT efficiency, Capital Allowances).
• Team Leadership & Quality Control
  • Oversee the workflow of the accounts department, ensuring all statutory deadlines are met.
  • Mentor junior staff, helping them progress from compliance processing to advisory roles.
• Operational Strategy
  • Assist the Founder in refining and documenting internal processes to improve efficiency and profitability.
  • Champion the use of cloud technology (Xero, Quickbooks, FreeAgent, Briefcase, Practice Management software) to automate routine tasks.

About You

We are looking for a fully qualified (ACCA/ACA) accountant with minimum 4-5 years in a UK Accountancy Practice, with at least 2 years managing your own portfolio and a team and one who:

• Craves Ownership
• Loves Tech
• Leads with Empathy
• Is a Natural Mentor
• Sharp Advisor

Benefits

• Competitive Salary: Dependent on experience.
• Performance Bonus: Annual bonus based on portfolio retention and efficiency.
• Hybrid Working: Work from home and further flexibility options.
• Private Medical Insurance: Optional comprehensive health cover after probation.
• Generous Leave: 22 Days Annual Leave + Bank Holidays + Your Birthday Off.
• Professional Development: Selected professional subscriptions paid (ACCA/ICAEW) + budget for CPD and external training.

About Company

"We care & we share" is not only our motto for clients but for employees too. We believe in rewarding high performance with a package that supports your life and your future.

How to Apply

If you are tired of being a cog in a machine and want a role where your work actually impacts people’s lives and you enjoy working with a diverse and super motivated team members then we want to hear from you. Send a CV and a brief cover note telling us about:

• A time you helped a client solve a problem that wasn't just about "doing the maths".
• The approximate size of the portfolio (GRF or client numbers) you currently manage.
• Your notice period.