Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. 

Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them.

We’ll broaden your horizons

The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don’t just advise on their specific business challenges, they open doors for other teams to provide our firm’s wider service offering. To succeed in this agile environment, you’ll need to demonstrate excellent problem-solving skills and initiative. In return, you’ll have the opportunity for progression, and the chance to develop in one of the industry’s most exciting and varied roles.

We’ll help you succeed

Our clients trust us because of the quality of our advice.  That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships.

You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively.  You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients.

Overview

Join us as a Client Portfolio Manager and take charge of a diverse range of clients. You'll manage the day-to-day operations, ensuring top-notch quality in bookkeeping, VAT Returns, and management accounts. Your analytical skills will shine as you spot anomalies and offer solutions, both internally and to clients. Stay ahead with the latest software tools and be the go-to contact for clients, building strong relationships and helping them make sense of their financial data. Collaborate with your team and colleagues to deliver exceptional service, meeting all deadlines with high standards. You'll also tackle ad hoc projects and manage conflicting requirements with maturity.

We're looking for someone with experience in financial outsourcing, excellent communication skills, and a knack for problem-solving. Strong organisational skills are a must, along with a passion for strategic business advice and technology. A professional accounting qualification is desirable but not essential. If you're proactive, ambitious, and efficient with software technologies, we want you on our team.

Responsibilities

• Take ownership of a portfolio of clients, manage the day to day running of the portfolio including reviewing transactional bookkeeping, preparing, and reviewing VAT Returns and management accounts and ensure quality work is delivered by key deadlines  

• Utilise analytical skills to review data for anomalies and provide solutions both internally and to clients 

• Maintain up to date knowledge of various software applications and tools 

• Be an external point of contact to clients, building strong relationships, offering support, and helping them to understand and use their financial information 

• Collaboration with team members and colleagues across the form to deliver exceptional client service 

• Ensure all client and internal monthly, quarterly and year end deliverables are completed to a high-quality standard and deadlines met 

• Perform ad hoc analysis, projects and attend client premises as requested  

• Ability to manage conflicting requirements in a mature and effective manner. 

You’ll be someone with: 

• Proven experience in financial outsourcing or a related field 

• Effective communication and relationship-building skills with all stakeholders 

• Excellent analytical and problem-solving abilities 

• Strong organisational skills and the ability to manage multiple tasks and meet deadlines. 

• A passion for delivering strategic business advice, looking to utilise technology to add value to our services and be seen as a key advisor by our clients. 

• A proactive and ambitious attitude 

• Efficiency with a range of software technologies 

• Professional accounting qualification (CA / ACCA / CIMA) – Desirable but not essential  

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business.  We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

We can provide the best support for our clients and people when we’reworking side by side.  Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.At BDO, you’llalways have access to the people and resources you need to do your best work.

Weknow that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-artcollaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’llencourage youto build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. 

Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.