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Senior Client Portfolio Manager

Remote / Online - Candidates ideally in
Harrow, Greater London, HA2, England, UK
Listing for: Metta Accountants Limited
Full Time, Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Accounting
    Accounting Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 GBP Yearly GBP 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Location:

Harrow, North-West London (Hybrid)

Salary:
Competetive + Performance Bonus + Benefits

Contract:

Full-time, Permanent (UK based)

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.

Key Responsibilities
  • Your time will be split between Client Advisory (40%), Team Management (30%), and High-Level Technical Work (30%).

    Take full ownership of a diverse portfolio of Limited Companies including VAT compliances.

    Be the face of "Peace of Mind" for our clients. You will handle high-level queries for Limited Companies regarding tax planning, remuneration strategies, business growth, ensuring they understand their numbers without the jargon. Proactively identify tax-saving opportunities for clients (e.g., R&D claims, VAT efficiency, Capital Allowances).

  • 2. Team Leadership & Quality Control

    Oversee the workflow of the accounts department, ensuring all statutory deadlines are met.

    Review Year-End Accounts, CT600s, and VAT returns prepared by the team, providing technical feedback to improve standards. Mentor junior staff, helping them progress from compliance processing to advisory roles.

  • 3. Operational Strategy

    Assist the Founder in refining and documenting internal processes to improve efficiency and profitability. Champion the use of cloud technology (Xero, Quickbooks, Free Agent, 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: You want to run your portfolio like it’s your own business. You take pride in accuracy and sleep better knowing a job was done properly. You must be a problem solver who can think out of the box (it's a must).
    • Loves Tech:
      You aren’t scared of AI or automation; you use them to buy back time so you can be super productive and up to date with the latest tech in the market. You should be able to showcase your ability to integrate systems to streamline work where possible.
    • Leads with Empathy: You understand that behind every limited company is a person trying to build a life. You can explain complex tax rules in plain English and make sure we educate the client as part of the process. Giving our clients the 5 STAR service each and every time you interact with them.
    • Is a Natural Mentor: You will help guide our junior team members and coordinate with team working remotely, ensuring the "Metta Standard" is maintained always. You should be an inclusive leader who knows how to get the best out of the team members specially when they are not doing the best.
    • Sharp Advisor:
      Advisory experience related to business structuring, complex group structures, R&D tax credits and similar advisory level work would make you most ideal. You should be able identify scope for business advisory, sharing best ideas and suggestions with the clients.

    "We care & we share" is not only our motto for clients but for employees too.

    We know that accountancy burns good people out. We are building Metta Accountants to be the antidote to that. We believe in rewarding high performance with a package that supports your life and your future.

    Competitive Salary:
    Dependent on experience.

    Performance Bonus:
    Annual bonus based on portfolio retention and efficiency.

    Hybrid Working:
    Work from home and further felxibility 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.

    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.

    All applications will be treated with the strictest confidence.

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    Position Requirements
    10+ Years work experience
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