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Client Portfolio Lead (Compliance)
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Client Portfolio Lead (Compliance)
Are you experienced in managing compliance portfolios and looking for your next challenge?
The Organisation
- A UK-based professional services firm operating across multiple regions.
- Provides tailored accounting, tax, and consultancy services to a diverse client base.
- Values professional development, innovation, and delivering high-quality client outcomes.
- Manages a multi-disciplinary team supporting client accounts and compliance services.
- Focuses on process improvement, risk management, and client satisfaction.
- Develops strategic solutions aligned with client needs and regulatory standards.
- Emphasises collaborative working across service lines such as tax and advisory.
The Role
This position leads the operational delivery of the compliance department within the organisation, ensuring the efficient management of a broad portfolio of clients.
- Oversees statutory accounts, risk management, and client relationships, contributing to portfolio growth and process improvements.
- Involves working closely with tax teams and senior management to deliver integrated, high-quality services.
- Leading responsibilities include:
- Leading day-to-day compliance operations, maintaining standards and efficiency.
- Reviewing and signing off on low-risk statutory accounts with a focus on accuracy and compliance.
- Developing and improving processes for accounts production and review to enhance scalability.
- Acting as a point of escalation for technical queries and quality issues.
- Managing workflow, capacity planning, and resource allocation across teams.
- Coaching team members, supporting their development and skills enhancement.
- Monitoring and escalating higher-risk or complex compliance matters.
- Collaborating with client managers and other service lines to deliver value-driven service.
- Building and nurturing strong client relationships through insight and regular engagement.
- Driving initiatives to enhance efficiency through technology adoption and process standardisation.
- Assisting leadership with reporting on compliance performance, risks, and opportunities.
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The Ideal Candidate
An experienced compliance or accounting professional who thrives in a dynamic environment and can lead a team effectively. Must have a client-focused approach and strong technical knowledge.
Mandatory
- At least 8-10 years’ experience in compliance, accounts, or audit within similar sectors.
- Proven leadership skills in managing teams and delivering client outcomes.
- Knowledge of statutory accounting standards (UK GAAP, IFRS, FRS 102) and tax compliance.
- Experience reviewing and signing off on statutory accounts for low-risk clients.
- Willingness to collaborate with tax and other service teams.
- Ability to use technology for process improvement (ERP systems, Excel, Power BI).
Preferred
- Professional qualifications such as ACA, ACCA, or CTA.
- Experience in portfolio growth, client relationship management, and business development.
- Knowledge of risk management and internal controls frameworks (e.g., SOX).
- Familiarity with workflow and capacity planning tools.
- Strong communication skills to liaison with technical teams and clients effectively.
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What We Offer
Joining the organisation offers a unique chance to work in a supportive environment that values continuous improvement and professional growth. Be part of a collaborative team, contributing to interesting projects that enhance your expertise.
- Competitive salary
- Benefits including:
- Pension
- Health plans
- Ongoing training
- Flexible working arrangements
- Supportive management team
- Exposure to diverse client portfolios and cross-service collaboration
- Opportunities to develop leadership skills and advance your career.
If you're ready to lead a compliance team and help shape client success, we welcome your application.
iMultiply is committed to diversity and will promote diversity for all employees, workers, and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic'.
Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.
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