Client Portfolio Manager

7 months ago


Johor Bahru, Malaysia Sleek Full time

Sleek is on a mission to revolutionize how entrepreneurs operate their business. We want to give small business owners peace of mind and the power of online solutions to allow them to focus on what they do best - growing their business. As we work for our thousands of customers, we gather millions of data points about their business, and in turn we transform those into useful, actionable insights and recommendations to accelerate their growth through smart algorithms.

We are a team of 480 builders from 14 countries, with offices in Singapore, Philippines, Hong Kong, Australia and the UK committed to delivering a delightful experience to our clients

We are looking for an amazingly well-rounded **Client Portfolio Manager **to help quickly grow our business in Singapore. You will have a passion for understanding business owners, and an ability to be proactive in taking the extra mile in providing World Class customer service and professional accounting advice to our clients. You will have the opportunity to develop your technical knowledge and work with business across multiple industries.

But more than anything, you will be an enthusiastic team player, excited about the role you can play in creating Singapore’s most loved business partner for entrepreneurs and business owners.

**Position Duties**
- Lead and manage a portfolio of accounting and payroll clients and ability to achieve client satisfaction and retention.
- Plan the work and provide effective leadership, supervision and guidance to staff to ensure deliverables are timely according to scope of services.
- Demonstrate expertise in primary accounting frameworks and in related financial reporting matters.
- Gain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagement.
- Managing client relationships and maintaining good rapport with clients.
- For assigned clients - maintaining full sets of books including preparing payments, bank reconciliations, fixed assets, raising journals and preparing financial reports in Xero Accounting System.
- Prepares Unaudited/Group Unaudited Financial Statements for clients.
- Provides consultancy advice to clients on various accounting, tax & payroll matters.
- Responsible for reviewing the work of the Accounting/tax team.
- Review income tax returns and GST quarterly filings, assisting clients in resolving tax issues with the tax authority.
- Oversee payroll support for clients and monthly CPF submissions.
- Adhere to the highest degree of professional standards and strict client confidentiality.

**Requirements**:

- Recognized degree in Accountancy and/or equivalent professional qualification.
- Ideally between 5 to 7 years of relevant experience, preferably from a professional services firm in Assurance/Accounting/Outsourcing/Client Accounting environment.
- Ability to prepare Group accounts preferred.
- Computer savvy with proficiency in Excel and Word.
- Self-starter with a strong sense of ownership.
- Good interpersonal and communication skills.
- Able to meet tight deadlines.
- Proactive in problem-solving and client management.
- Meticulous and detailed.
- Good knowledge and understanding of Singapore compliance requirements on accounting, tax, payroll, Companies Act, Accounting and Payroll Software is a definite advantage.
- Experience with cloud accounting software, Xero will be preferred.
- Proficiency in XBRL is a plus.

**More about Sleek**

At Sleek, we work in a fast-paced start-up environment. We have a strong culture built around our five core values: Simplicity, Loyalty, Excellence, Entrepreneurship, Kindness. As a deliberately multicultural team, our team comprises more than 18 nationalities and spoken languages.

We consider the company’s success to be a result of committed individual and team efforts, and are looking to onboard talented and creative people who want to make a difference. Corporate social responsibility is a passion, and as an equal opportunity employer we aim at making the world a better place. We are the 1st international incorporation and accounting brand to achieve B Corp certification status, meeting the highest standards of social and environmental impact performance. With a strong commitment to also make Sleek a great place to work, we offer a flexible working environment where we empower every team member to be the best they can be - regardless of race, ethnicity, religion, gender, age or identity.

If you think you would be a good fit for our mission, we look forward to hearing from you

**Benefits**
- Performance Bonus
- Work From Home
- Flexi Health Care



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