Portfolio Manager - Media Clients - Levitate Recruitment

Portfolio Manager – Media Clients

Job ID: SLLN41

Location: Central London

Salary: £50,000 - £60,000 + benefits + bonus + progression

We are currently working with a top 20 accountancy practice in Central London that is keen to speak with experienced portfolio managers about an opportunity at Management level. Managing a portfolio of predominantly media clients you will be responsible for providing all round business services to include: 40% Audit, 40% General Accounting services & 20% Tax.

This is a fantastic opportunity to work within a well renowned firm that can offered structured career progression through to Director level and eventually partner

The Role:

  • Provide a client focused service in an efficient and professional manner, in line with relevant legislation, standards and best practice.
  • Manage, train & develop junior members of staff on a daily basis.
  • Actively promote and market the firm and its services, to attract new clients and retain and develop relationships with existing clients.
  • The client portfolio will consist mainly of Media clients along with other mixed sectors.
  • Ensure that all work is carried out within budget and the job is finalised to minimise partner review time.
  • Delegates appropriately ensuring clear instructions are given and objectives and deadlines set – monitors workload of Assistant Managers.
  • Prepares for and attends review and finalisation meeting with partners and clients.
  • Provides a full briefing with clear and specific instructions to staff on a job before it starts, and monitors progress and provides support during the job.
  • Carry out all work to ensure it is in line with ISO 9001 procedures.
  • Assists with motivation of all staff and takes an active role in managing issues
  • Produce training material and regularly present training to trainees on a variety of topics.
  • Take an active role in practice development activities aiming to build on current client relationships and establish new opportunities.
  • Assist with billing procedures and debt collection where appropriate and in liaison with client partner.
  • Liaises with the client to arrange timetable and diarises deadlines and key events. Pro-actively chases client and partner to ensure agreed timetables and deadlines are met.
  • Monitor the progress of jobs and keep the clients and partners informed of all relevant developments.
  • You will have opportunities to gain experience in other service lines such as; investigations & corporate finance.

This is a fantastic opportunity for an all round practice accountant that wants to build on a portfolio and push forward to Senior Management & Partnership.


  • Relevant Accounting Qualification such as ACA or ACCA.
  • Experience of working in a professional services environment, managing both people and a portfolio for at least 3-5 years within the UK – No Sponsorship available.
  • Experience within Audit, Financial & Management accounts &  corporation tax
  • Experience with media clients would be advantageous but is not required.
  • Excellent client care and service experience
  • High level of technical competence.
  • Commercially aware and able to apply and communicate technical knowledge in a clear and commercial way.

This is just one of a number of opportunities we are recruiting for across the UK and Overseas. Levitate Recruitment are the leading Accountancy Practice and Insolvency Recruitment Specialist.

If you are interested in having a confidential conversation about your career options regarding live or future opportunities, contact Scott Lowes at the Levitate Offices.

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