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Client portfolio manager

Chester
Permanent
Page Personnel
Portfolio manager
Posted: 8 December
Offer description

1. Multi-office independent Accountancy Practice
2. Family friendly team

About Our Client

The Practice was established nearly 100 years ago with the aim of offering a friendly and professional approach to meeting the client needs of small and medium sized business enterprises. The Practice is ideally suited to identifying a clients requirements and helping to achieve the business owner's goals.

Job Description

As a Client Portfolio Manager, the following responsibilities are required:

3. Provide a pro-active service to customers utilising relevant MI to ensure that they are constantly informed and have full visibility of all areas of their accounts
4. Provide dynamic and proactive accounting support to clients
5. Review and prepare statutory accounts
6. Engage with HMRC regarding the clients business and tax affairs
7. Undertake ad-hoc clean-up or other projects, meeting targets set at the start of the project
8. Provide mentor support to students within the team
9. Suggest process improvements necessary to the role

The Successful Applicant

10. Experience with cloud-based accounting platforms
11. Knowledge of statutoryaccounting and financial reporting
12. Previous supervisory or team leadership experience
13. Experience with reviewing bookkeeping and accounts production processes
14. Experience across multiple business sectors
15. Understanding of audit and assurance processes

What's on Offer

16. Competitive salary commensurate with experience
17. Comprehensive benefits package including pension scheme
18. Flexible working arrangements including hybrid options
19. Excellent career progression opportunities
20. Ongoing professional development and training support
21. 25 days annual leave plus bank holidays
22. Supportive and collaborative team environment

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